AEO and Answer Engine Optimization
SEO Services and Search Engine Optimisation
GEO and AI Search Visibility
Social Media Content and Community Management
Influencer and Creator Partnerships
Digital PR and Link Building
Local SEO and Google Business Profile Management
Content Marketing
App Store Optimisation
E-commerce SEO Services
Multi-location Map Management and Reporting
Google Maps and Business Profile Management
Review Management and Removal Request Tracking
E-commerce Website Design
Google Workspace Setup and Management
Business Email Migration
Email Deliverability
Corporate Website Design
AI-Assisted Website Development
Website Management and Maintenance
Shopify E-Commerce Design and Management
Landing Page Design
AI-Assisted Creative and Content Production
AI Chatbot Setup
Conversion Rate Optimisation and UX
Ongoing Design and UX Support
Brand Strategy and Corporate Identity
Web Accessibility Audit
Business Web Application Development
AI and CRM Consulting
Salesforce Setup and Consulting
HubSpot CRM and Marketing Automation
Zoho CRM Setup and Management
GA4 and Google Tag Manager Setup
Digital Marketing Data and Reporting
Email, SMS, and Customer Retention
AI Strategy and Roadmap
AI Agents and Workflow Automation
Marketplace Store Management
Digital Marketing Strategy and Annual Roadmap
Digital Marketing Consulting
Fractional Marketing Leadership
Digital Marketing Training and Workshops
Performance Marketing ManagementOrganise Salesforce around your team’s actual sales process.
Salesforce consulting adapts record structures, user roles and sales reporting to how your business works. ReklamKlik verifies product and licence scope, planning data migration, eligible integrations and team adoption.
Let’s turn your needs into a clear work plan.
A CRM delivers value when the sales team can use accurate information consistently. ReklamKlik defines stages, fields and reporting needs together. Data migration and integrations are planned, with user training and acceptance checks completing delivery.
What will you have at the end of the work?
- Field and permission design
- Data migration and integration plan
- Reporting and user training
Scope, delivery schedules and responsibilities are clarified together during the quotation stage.
Who is it for?
Teams using Salesforce or assessing its suitability. Consistent usage and a clean data model.
Where should we start the conversation?
- Salesforce products and licences
- Existing data and sales stages
- User roles and connected systems
What do we address together?
Implementations planned around your needs and the scope of each area.
Product and licence suitability
We match Salesforce products and licences to required record, automation and integration functions. Licence costs and implementation services are shown separately, and unsupported features are excluded from scope.
Record and field mapping
Source fields are mapped to Salesforce objects and fields. Required fields, record relationships and data ownership are documented before migration.
Role and permission design
We design roles, profiles and sharing around real sales tasks. Sample scenarios verify which records users need to view and edit; unnecessary administrator permissions are not granted.
Cleaned data migration
We separate duplicates and incomplete records. Bulk migration is not considered complete until relationships, record counts and sample fields are validated after a pilot import.
Eligible API and integrations
We verify API access and source system limits. Field mapping, error queues and reprocessing rules are defined to check for lost or duplicated integration records.
Reports and team training
We build reports showing sales stages, ownership and data quality. Training has the team complete its own task scenarios rather than simply taking a screen tour.
A clear purpose and deliverable at every step.
From initial assessment to implementation, and from implementation to regular improvement.
Process and licence audit
We review licences, sales processes and data sources. The implementation plan covers object/field design, role models and transferable data.
Setup, migration and testing
We run a pilot setup with a cleaned data sample. Record relationships, sharing permissions and integration failure scenarios are verified.
Acceptance and usage support
Approved data migration and user training are completed. Handover records include stage definitions for reports and owners for maintenance and integrations.
How do we assess success?
- Data accuracy
- Team usage and follow-up practices
We track migration matches, permission accuracy, missing fields and team usage. Opportunity amounts in the CRM are not realised revenue; the business meaning of reports is verified with users.
Questions about Salesforce Setup and Consulting.
Are licences included?
Product licences and agency services are separate items.
Are all integrations possible?
This depends on the package, API access and source system conditions.
Can an existing Salesforce setup be simplified?
Yes; we review fields, automation and usage dependencies. Before removing unused fields, changes are planned after checking their reporting and integration impact.
Services contributing to the same goal.
Services we can plan together
AI and CRM Consulting
From customer information to supervised suggestions.
Discover the service ↗ Analytics & CRM
Digital Marketing Data and Reporting
From scattered data to a clear basis for decisions.
Discover the service ↗ AI & Automation
AI Agents and Automation
Triggers, validation and human approval.
Discover the service ↗
Request a quote for your needs.
Share your goal and current situation. Let’s define scope, priorities and the next step together.
0543 862 94 05merhaba@reklamklik.com