Drive Revenue Growth and Customer Success with Salesforce
Trusted platform – powered by data, AI, and elite apps – to elevate sales, service, and beyond
Grow Smarter with Salesforce
In a competitive market, the businesses that win are the ones that truly know their customers. Salesforce – the world’s #1 CRM platform – gives your sales, service, marketing and commerce cloud teams a unified view of every customer interaction, empowering them to act faster and close more.
At Direction Software, we bring certified Salesforce expertise and the agility of a focused, hands-on team to help you get measurable value from your Salesforce investment. Whether you’re implementing Salesforce for the first time, integrating it with your existing systems, or looking for reliable ongoing support – we deliver with speed, quality, and cost-effectiveness.
Our lean, dedicated Salesforce practice means you work directly with skilled consultants who are invested in your success, not passed around in a large vendor chain.
Our Salesforce Solutions & Capabilities
We offer focused Salesforce services across the three core clouds that drive customer-facing business growth – helping you implement, extend, and sustain a CRM platform that works as hard as your team does.
Commerce Cloud
E-commerce platform designed for B2C and B2B retailers to deliver personalised, unified shopping experiences across mobile, social, web, and in-store channels. It enables seamless customer journeys, real-time data insights, and scalable growth while ensuring consistent engagement, efficient operations, and enhanced customer satisfaction across all touchpoints
Sales Cloud
Supercharge your sales pipeline with Salesforce Sales Cloud. We configure and customise lead management, opportunity tracking, forecasting, and automation so your sales team spends more time selling and less time on admin. From initial setup to advanced Apex and Flow automation, we tailor Sales Cloud to fit your sales process – not the other way around
Service Cloud
Deliver exceptional customer service experiences with Salesforce Service Cloud. Direction helps you set up case management, omni-channel routing, knowledge bases, SLA management, and self-service portals. We configure Service Cloud to reduce resolution times, improve agent productivity, and drive customer satisfaction across every touchpoint
Marketing Cloud
Engage the right customers at the right time with Salesforce Marketing Cloud. We implement and customise Journey Builder, Email Studio, Mobile Studio, and Automation Studio to create personalised, data-driven campaigns. Our team connects Marketing Cloud to your Sales and Service environments for a complete view of the customer lifecycle
Salesforce Integration
Unlock the full value of Salesforce by connecting it seamlessly to your ERP, finance systems, e-commerce platforms, and third-party applications. Direction’s integration services leverage Salesforce APIs, MuleSoft patterns, and middleware tools to ensure clean, reliable, real-time data flow—eliminating silos and giving every team a single, unified source of truth
Customisation & Development
Every business has unique workflows that out-of-the-box Salesforce cannot fully address. Our certified developers build custom solutions using Apex, Lightning Web Components (LWC), Visualforce, and Salesforce Flow – delivering functionality that extends the platform to match your business requirements while staying upgrade-safe and maintainable
Ongoing Support & AMS
Salesforce is a living platform – it evolves, and so do your business needs. Direction’s Application Management Services (AMS) provide responsive, expert support to keep your org healthy, your users productive, and your configurations optimised. From bug fixes and minor enhancements to seasonal release management, we act as your extended Salesforce team
Direction Software’s Salesforce Project Delivery Capabilities
New Implementation Projects
Deploying Salesforce from the ground up – scoping requirements, configuring clouds, migrating legacy data, and training end users for a smooth go-live. We follow Salesforce’s recommended implementation methodology to ensure projects are delivered on time and on budget.
Integration Projects
Connecting Salesforce to external systems such as ERPs, accounting tools, e-commerce platforms, and communication channels – ensuring bidirectional, real-time data flow and eliminating manual data entry across your organisation.
Support & Enhancement Projects
Managing day-to-day user issues, bug resolution, configuration changes, and continuous improvements in a live Salesforce environment – keeping your platform performing at its best as your business grows.
Why Choose Direction for Salesforce?
Certified Expertise
Our Salesforce team holds individual certifications across Sales Cloud, Service Cloud, and the Salesforce Platform – ensuring you receive guidance grounded in platform best practices from day one.
Agile & Cost-Effective
As a focused, growing Salesforce practice, we offer the speed and personalised attention of a specialist team – without the overhead of a large consultancy. Get senior-level engagement at competitive rates.
End-to-End Delivery
From requirements gathering and configuration through to integration, training, go-live, and post-launch support – Direction manages the full Salesforce project lifecycle so you have one accountable partner.
Direction’s Broader Ecosystem
Salesforce rarely works in isolation. With expertise across Microsoft Dynamics, SAP, o9, and custom development, Direction can design and deliver the complete technology ecosystem your business needs.
Security & Governance
We follow Salesforce security best practices on every engagement – including profile and permission set design, field-level security, data encryption recommendations, and audit trail configuration – to keep your customer data protected.
Transparent Collaboration
We believe in clear communication, realistic timelines, and no surprise costs. Our team works closely with your stakeholders throughout delivery – keeping you informed and in control at every step.