Salesforce consulting · Italy and Switzerland

Salesforce
consulting.
From idea to launch.

Salesforce consulting, implementation and development for your business. Work directly with a senior consultant on analysis, configuration, automation and integrations, through delivery and ongoing support.

Tell us about your idea ↗Explore our services ↓

A direct point of contact. A clear plan. Solutions built around you.

EXPLORE YOUR ECOSYSTEM↗
♡
EngagementRelationships that grow.
Explore the benefits ↗↗
SalesEvery opportunity matters.
Explore the benefits ↗◎
Customer serviceCloser to your customers.
Explore the benefits ↗
☁SalesforceCONNECTED TO YOUR BUSINESS
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IntegrationsSystems working together.
API ↔ ERPExplore the benefits ↗✧
Data & AINew possibilities.
Explore the benefits ↗✦+
Click a component to exploreOne connected view. ↗
EXPERTISE THAT SERVES YOUR BUSINESSSales CloudService CloudField ServiceSalesforce CPQIntegrations & AI
SALESFORCE FOR YOUR BUSINESS

Five connected areas.
Benefits we build together.

Discover how everyday work changes when customers, activities and information come together in one system.

02 / SALES · SALES CLOUD

Sales Cloud: customers,
deals and sales automation.

When contacts, quotes and updates are scattered across spreadsheets and emails, follow-ups can slip through the cracks. Salesforce brings customer history together and makes the next step in each opportunity visible.

  • One customer, one complete history. Contacts, meetings, quotes and activities available to your team, with role-based permissions.
  • Every deal has a clear next step. Stages, ownership and reminders help your team follow opportunities consistently.
  • More structured quotes and approvals. Shared rules and automation reduce manual hand-offs; CPQ can support complex configurations and pricing.
  • Pipeline-based decisions. Dashboards and forecasts highlight opportunities, risks and sales priorities.
Let’s discuss your sales process ↗
03 / CUSTOMER SERVICE · SERVICE CLOUD

Service Cloud:
organised customer support.

When requests arrive through multiple channels, information can be lost and customers may need to repeat themselves. Salesforce helps organise your service and gives agents a shared view of the customer’s context.

  • Organised and assigned requests. Cases, priorities and queues help distribute work and track deadlines and ownership.
  • The right history, at the right time. Agents can find previous interactions and useful information without reconstructing the history each time.
  • More consistent responses. Knowledge articles, templates and automation support the handling of recurring requests.
  • From case to field work. With Field Service, the process can extend to scheduling and technicians’ work in the field.
Let’s improve your customer service ↗
04 / INTEGRATIONS · APIs & CODE

Salesforce integrations
with SAP, Dynamics and ERP systems.

Salesforce can connect to your existing systems, making the CRM part of your operational workflow. We design data exchanges around the sources, rules and update frequency your business needs.

ERP AND BUSINESS SYSTEM INTEGRATIONS
Microsoft Dynamics 365SAP

Microsoft Dynamics 365, including Business Central and Finance & Operations solutions, and SAP, including S/4HANA and ECC: we connect CRM processes to your ERP through suitable APIs, connectors or middleware.

Oracle NetSuiteOracle E-Business SuiteOther ERP systems with available APIs
The solution depends on your ERP version, available APIs and connector or middleware licences.
  • Less duplicate data entry. Master records and shared data can be synchronised across your CRM, ERP and applications.
  • Information available to your team. Orders, contracts or stock availability can be surfaced in the CRM within the agreed scope.
  • Connected processes. An event in Salesforce can trigger operations in external systems, and vice versa.
  • Controlled data exchange. Error handling, logging, authentication and access rules are part of the project.
Let’s connect your systems ↗
05 / DATA & AI · ANALYTICS & AGENTFORCE

AI for Salesforce:
Agentforce, ChatGPT and Claude.

Well-organised information makes both dashboards and AI more useful. We start with a specific need and choose suitable tools, with measurable goals and checks on the results.

AI WITHIN THE SALESFORCE ECOSYSTEMAgentforce

AI agents integrated into Salesforce processes, configured to work with permitted data and actions: sales and service support, request handling and automation.

CONNECTIONS TO EXTERNAL AI PLATFORMS
ChatGPTClaude

We connect Salesforce to the OpenAI models used in ChatGPT and Anthropic’s Claude models through APIs, or platform tools where supported. Use cases include summaries, drafts, analysis and assistants grounded in your business context.

Integrations are designed around the use case. Data access, human oversight, API availability and service costs are defined during analysis. App subscriptions and API usage may have separate plans and charges.

  • Clear business metrics. Reports and dashboards for sales, service and activities, with the right level of detail for each role.
  • Support for repetitive work. Potential use cases include summaries, draft replies and request classification.
  • AI connected to your context. We choose between Agentforce and connections to ChatGPT/OpenAI or Claude based on available data and the operations to support.
  • Validation before launch. We define accessible data, human oversight and quality tests for the agreed use case.
Let’s find a use case for your business ↗
EXPLORE OUR SALESFORCE SERVICES

A closer look
at every need.

Explore the activities, approach and answers to common questions about the service you need.

Consulting and implementation ↗Salesforce analysis, configuration, data migration and training.Apex and Lightning development ↗Salesforce development with Flow, Apex and Lightning Web Components.SAP and Dynamics integrations ↗Connect Salesforce to SAP, Microsoft Dynamics 365 and other ERP systems through APIs and middleware.Salesforce support ↗Salesforce support, troubleshooting, enhancements and training.Salesforce CPQ ↗Salesforce CPQ configuration and enhancements: bundles, product rules, pricing, discounts, approvals and quote templates for your processes.Salesforce Field Service ↗Salesforce Field Service consulting: work orders, appointments, maintenance and mobile workflows.Agentforce and AI ↗Design Salesforce AI use cases with Agentforce and connections to ChatGPT/OpenAI and Claude: summaries, assistants and automation with data checks.Marketing automation ↗Segmentation, campaigns and engagement journeys with Salesforce.
01 / WHAT WE DO

Salesforce implementation,
development and support.

Whether you are starting from scratch or improving an existing CRM, we shape the work around your goals.

Process analysis and Salesforce implementation

Requirements, data model, configuration and release plan are defined together with your business.

Explore Salesforce consulting ↗
  • Needs and priorities analysis
  • Design and configuration
  • Data migration, testing and training
  • Delivery and agreed support
02 / WHY CHOOSE US

Expertise matters.
So does how
we work together.

A direct relationship, attention to your priorities and a project that stays clear at every stage.

Let’s meet ↗
01 — VALUE

Competitive pricing.
Transparent costs.

A lean structure keeps the budget focused on delivery. Activities, scope and costs are agreed before work begins.

02 — ATTENTION

Your project
gets time and attention.

We start with the people who will use the system. We gather needs, share progress and work through decisions together.

03 — CONTINUITY

Speak directly to the person
responsible for your solution.

Andrea Bruno is your direct point of contact, from analysis to launch, with clear ownership and practical collaboration.

04 — PRACTICALITY

Tailored to you.
With the right balance.

We make the most of standard Salesforce features and add automation, code and integrations where they deliver a clear benefit.

03 / HOW WE WORK

From the first question.
To the first day of use.

A shared plan, with checks along the way and a handover that prepares your team to work independently.

01

Discovery and analysis

We review processes, challenges and existing systems, defining goals and priorities with you.

02

Proposal and design

We agree on the solution, activities, timeline and budget. Any changes are assessed together.

03

Implementation and testing

We configure, develop and integrate. Demonstrations and user testing validate the solution against real scenarios.

04

Handover and guidance

We prepare the release, documentation and training. Further support is agreed around your needs.

04 / PRACTICAL APPLICATIONS

Technology is the tool.
Better work is the result.

Examples of solutions we can design for your business.

↗
Sales and quoting

From first contact
to an approved quote.

Customers, opportunities, follow-ups, product configuration and approvals connected in a structured sales process.

Sales CloudCPQ
◎
Service and operations

Every request.
The right action.

Organise cases, activities, maintenance and field work, giving your service team the information they need.

Service CloudField Service
⌘
Systems and information

Fewer manual hand-offs.
More connected data.

Connect your CRM, ERP and applications. Automate data exchange and build dashboards to track your business.

API & integrationsReporting & AI
ab.ANDREA BRUNO / CONSULTING
05 / YOUR CONSULTANT

Your Salesforce consultant.
A direct relationship.

I’m Andrea Bruno, an independent Senior Salesforce Consultant. Since 2020, I have helped businesses analyse their processes and implement Salesforce solutions.

At Andrea Bruno Consulting, I bring a practical approach and a direct relationship: we identify what you need, agree on a sustainable plan and follow the solution through to delivery.

We work with businesses and consulting firms in Italy and Switzerland, remotely and with on-site visits by arrangement.

Salesforce AdministratorAdvanced AdministratorAgentforce Specialist
06 / BEFORE WE START

Your questions.
Clear answers.

Can you help a business that does not use Salesforce yet?

Yes. We analyse your needs, define the scope and support platform setup, data migration and training. Salesforce licences are purchased separately from consulting services.

Can you work on an existing Salesforce setup?

Yes. We can review the current configuration, resolve issues and develop new features, assessing dependencies and impact before making changes.

Do you also provide development and integrations?

Yes. Our services include custom platform development with Apex and Lightning components where needed, plus API integrations with ERP systems, external applications and AI models. Feasibility, access and technical scope are checked during analysis.

How is pricing determined?

Pricing depends on goals, complexity and the way we work together. We can agree on a defined-scope project or day-based support. The proposal sets out activities, costs, assumptions and any exclusions.

What happens after handover?

Handover includes the agreed testing, documentation and training. We can add support, enhancements and ongoing assistance under a separate agreement.

THE NEXT STEP, TOGETHER.

Have a process to improve?
Let’s start there.

Tell us what you want to achieve, even if the idea is still taking shape. An initial conversation will help identify the right way forward.

Full projects · Focused improvements · Partner collaborations

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