Discovery
Understand current processes, challenges and business objectives. Identify opportunities to improve customer operations, service delivery and operational efficiency.
Salesforce Implementation Services
Connect Customer Data. Streamline Service Operations. Empower Field Teams.
As a Salesforce Partner, Nucleo helps organisations across Ireland and the UK implement, integrate and optimise Salesforce solutions that improve customer engagement, service delivery and operational performance.
Whether you’re deploying Salesforce for the first time, modernising legacy processes or scaling operations through automation and AI, we help organisations realise greater value from Salesforce across sales, service, and field operations.
Salesforce Partner | 70+ Combined Years of Salesforce Experience
What You Can Achieve with Salesforce
Improve Sales Performance
Increase pipeline visibility, automate processes and improve forecasting accuracy.
Deliver Better Customer Service
Streamline case management, improve response times and create more consistent service experiences.
Create a Single View of Customers
Bring customer, service and operational data together to improve visibility and decision-making.
Optimise Field Operations
Improve workforce scheduling, dispatch and operational coordination through connected field service processes.
Automate Repetitive Processes
Reduce manual administration through workflow automation and AI-powered operations.
Connect Systems Across the Business
Integrate CRM, ERP, reporting and operational platforms to create a more connected organisation.
Nucleo's Salesforce Services
Whether you’re implementing Salesforce for the first time, modernising an existing environment or extending platform capabilities, our teams support organisations across the full Salesforce delivery lifecycle.
Consultation
We provide technical and functional guidance across the full Salesforce delivery lifecycle, from platform selection and solution architecture to implementation planning, governance and user adoption. Our teams help organisations define the right approach, align Salesforce with business objectives and build a roadmap for long-term success.
Implementation
We configure and deploy Salesforce solutions within enterprise environments, including workflow setup, environment configuration, security, testing, training and production release. Our teams work closely with stakeholders to ensure Salesforce is aligned to operational requirements and delivers long term value.
Migration
We help organisations transition from legacy CRM and operational platforms to Salesforce with reduced operational risk. This includes data cleansing, mapping, validation and migration, alongside process reviews to ensure existing workflows are optimised for the Salesforce environment.
Customisation
Where standard functionality doesn’t fully meet business requirements, we extend Salesforce through custom objects, fields, page layouts, automation, security models and platform configuration. This allows organisations to tailor Salesforce to their processes while maintaining scalability and governance.
Integration
We connect Salesforce with wider enterprise systems, reporting platforms and operational applications to improve visibility, automation and cross-functional collaboration. Our teams support integrations across Salesforce products including Tableau, Slack and MuleSoft, alongside Salesforce-native solutions such as Rootstock ERP and PDF Butler, as well as wider third-party business applications.
Managed Services
We provide ongoing platform administration, user management, performance monitoring, release support and platform health checks to help organisations maximise the value of their Salesforce investment. Our teams also support user onboarding, issue resolution and continuous improvement initiatives as business needs evolve.
Salesforce Products We Work With
Sales Cloud
Improve sales visibility and pipeline performance
Salesforce Sales Cloud helps organisations manage customer relationships, track opportunities and improve forecasting through a single CRM platform. We help organisations implement and optimise Sales Cloud to improve visibility, automate sales processes and support more effective decision-making.
Typical Capabilities
- Lead and opportunity management
- Workflow automation
- Pipeline reporting
- Forecasting dashboards
- Customer relationship management
Service Cloud
Streamline customer service operations
Salesforce Service Cloud helps organisations manage customer interactions, support cases and service workflows within a single platform. We help organisations improve service delivery, automate processes and provide greater visibility across customer support operations.
Typical Capabilities
- Case management
- SLA tracking
- Omnichannel support
- Knowledge management
- Customer self-service portals
- Service reporting
Field Service
Optimise field workforce operations
Salesforce Field Service helps organisations schedule, dispatch and manage field teams while providing real-time visibility into work orders and service delivery. We help organisations improve workforce coordination, productivity and operational performance.
Typical Capabilities
- Scheduling and dispatch
- Mobile workforce enablement
- Work order management
- Route optimisation
- CRM integrations
- Field reporting
Salesforce Agentforce
Scale operations with AI-powered automation
Salesforce Agentforce helps organisations automate workflows, improve service delivery and support AI-driven operations. We help organisations implement Agentforce to reduce manual effort, improve efficiency and enable scalable ways of working.
Typical Capabilities
- AI workflow automation
- AI-powered service agents
- Intelligent routing
- Operational automation
- Knowledge integration
- AI governance
More Than a Salesforce Implementation Partner
Successful Salesforce projects require more than platform deployment. They depend on connected data, integrated systems, user adoption and business processes that work in practice.
That’s why we bring together expertise across Salesforce, data, integration and change management to help organisations realise value faster, improve adoption and reduce the risks that often impact transformation programmes.
- Salesforce Delivery: From implementation and migration to optimisation and ongoing support, we help organisations build, evolve and maintain Salesforce environments that support customer, service and field operations.
- Data & Operational Visibility: Improve visibility across customer interactions, service performance and operational activity through connected data, reporting and dashboards.
- Change & User Adoption: Support users through change with training, stakeholder engagement and adoption strategies that help embed new ways of working.
- Enterprise Integration: Connect Salesforce with ERP, reporting, collaboration and operational systems to create more connected business processes and improve the flow of information across the organisation.
Your Path to Operational Excellence
Design
Define the Salesforce solution, roadmap and architecture required to support business requirements, integrations and future growth.
Build
Configure Salesforce, migrate data, automate workflows and connect systems to create a solution aligned to operational needs.
Test & Deploy
Validate the solution, support user testing and deliver a controlled go-live with minimal disruption to business operations.
Adoption
Prepare users, provide training and support change adoption to help teams realise value from the platform more quickly.
Support
Enhance platform performance, introduce new capabilities and provide ongoing support to maximise long-term value.