Salesforce consulting and implementation services
M40Tech provides end-to-end Salesforce services for UK and European organisations: strategy, implementation, integration, custom development and ongoing support across Revenue Cloud, CPQ, Data Cloud (Data 360), Agentforce, Education Cloud, Marketing Cloud and Headless 360.
Our core Salesforce specialisms
Salesforce Revenue Cloud
Automate quote-to-cash: pricing, quoting, contracts, billing and revenue recognition on one platform.
Salesforce CPQ
Faster, accurate quotes: product bundles, pricing and discount rules, approvals and quote documents.
Salesforce Data Cloud (Data 360)
Unify customer data from every system into trusted, real-time profiles that power AI and personalisation.
Salesforce Agentforce
Design, build and govern AI agents that automate service, sales and operational work inside Salesforce.
Salesforce Education Cloud
One connected view of every learner, from enquiry and admissions to student success and alumni.
Salesforce Marketing Cloud
Personalised, automated journeys across email, mobile, web and advertising, connected to your CRM.
Salesforce Headless 360
Expose Salesforce data, workflows and logic to AI agents and any channel through APIs and MCP.
Salesforce services for every stage
Alongside our specialisms, we support the full Salesforce lifecycle.
Consulting & implementation
Maximise your CRM potential with Salesforce consulting and implementation tailored to your business goals.
Custom development
Apex, Lightning Web Components and Flow built around your unique business needs.
API integration
Secure, scalable integrations that connect Salesforce with external systems for real-time data and automation.
Managed services
Continuous support and proactive enhancements that keep your Salesforce org healthy while we handle the complexity.
Lightning migration
Move from Salesforce Classic to a faster, modern and more intuitive Lightning Experience.
Training & support
Tailored training and hands-on guidance so your team has the knowledge and confidence to use Salesforce well.
Outsourcing
Access certified Salesforce experts through flexible support models to streamline operations and control costs.
AppExchange app development
Design and build Salesforce apps ready for AppExchange and the wider Salesforce user base.
We also work with
- Sales Cloud
- Service Cloud
- Experience Cloud
- Commerce Cloud
- Financial Services Cloud
- Health Cloud
- Nonprofit Cloud
Flexible ways to work together
Choose the approach that best fits your project scope, budget and timeline.
Fixed price
A clearly scoped project with agreed deliverables.
Time and materials
Hourly or daily rates for evolving requirements.
Dedicated resources
Certified Salesforce specialists working as an extension of your team.
Managed services
Ongoing support, enhancements and optimisation after go-live.
Our Salesforce delivery roadmap
A proven approach that supports faster implementation, reduced risk and measurable outcomes at every stage.
Business discovery
We start by understanding your business model, industry challenges and growth objectives. Our consultants assess your current systems, data structure and Salesforce readiness to define clear success metrics.
Solution strategy
Based on discovery insights, we create a tailored Salesforce strategy: selecting the right Salesforce clouds, defining use cases, outlining automation opportunities and planning integrations aligned with your goals.
Architecture & experience design
We design a secure, scalable Salesforce architecture with optimised data models and intuitive user experiences, focusing on performance, compliance and long-term flexibility from day one.
Configuration & development
We configure Salesforce and build custom components, workflows and automations. Integrations with third-party tools, legacy systems and APIs are implemented to ensure seamless data flow.
Testing & validation
Every feature goes through functional, security and performance testing. We validate workflows, data accuracy and user journeys before launch.
Launch & continuous optimisation
After deployment we provide ongoing support, performance monitoring and enhancements, continuously optimising Salesforce to drive adoption, efficiency and ROI.
Not sure where to start?
A free, no-obligation conversation about your goals, current Salesforce set-up and options.
Ready to get more from Salesforce?
Tell us about your goals and we will suggest a practical next step. No obligation, no hard sell.