CRM & Salesforce Consulting

Ideal for businesses managing customer relationships across spreadsheets, disconnected tools, or an underused CRM — and ready for a system their sales, service, and operations teams can actually rely on.

At Datazen, we implement, configure, and optimise CRM platforms — including Salesforce — so your team has a single source of truth for customer and case data. Our services include:

• Assessing current processes and CRM requirements
• Implementing and configuring Salesforce (or your existing CRM platform)
• Migrating customer and case data into your CRM
• Automating workflows and integrating with existing business tools
• Providing user training and ongoing admin support

A CRM your team actually uses — with clean data, automated workflows, and a single view of every customer, case, and opportunity.

How we deliver it:

• Assessment — Requirements gathering & CRM/process audit
• Build — Configuration, data migration & integrations
• Adoption — Training, handover & ongoing support

(Delivery timelines vary depending on scope and complexity — we'll provide a tailored timeline after an initial consultation.) 

 Ready to get your CRM working the way your business does? Book a free 30-minute consultation.