Salesforce Consulting · UK and Ireland
Bridge the gap between Humans and CRM.
Implementing Salesforce shouldn't feel like learning a second language. At Second Mind, we help small businesses across Gloucestershire, the UK and Ireland transition to Salesforce without the growing pains.
Why Second Mind
CRM expertise that works for your business
We don't just set up CRM technology. We align it with the way your people actually work.
🎯
Small Business Focus
We understand the agility and budget constraints of growing teams. No unnecessary complexity, no enterprise bloat.
⚡
Effective Implementation
We skip the bloat and focus on the features that drive immediate ROI, getting you live faster and smarter.
🤝
The Second Mind Approach
Think of us as an extension of your team, providing best practice and expertise so you can focus on the human side of your business.
What We Offer
Flexible Salesforce services, built around you.
From fixed-price quick starts to fully bespoke projects and ongoing admin support, we have an engagement model to suit your needs.
Sales Cloud Setup
Get your core sales process live and working from day one.
Service Cloud Setup
A fully configured customer support function with SLA tracking and case management.
Xero Integration
Connect Salesforce and Xero to automate invoicing and eliminate double data entry.
Document Generation
Generate branded, accurate documents directly from your Salesforce records.
Sales Cloud Add-ons
Extend your Sales Cloud with Sales Engagement, Salesforce Maps, Digital Engagement and more.
Bespoke Projects
Have something specific in mind? We scope and deliver custom Salesforce projects to fit your requirements.
Managed Admin Services
Ongoing Salesforce admin support on a flexible, pre-purchased hours basis. Your CRM, looked after.
Ready to get more from Salesforce?
Let's have a conversation about what's right for your business. No jargon, no pressure.
Book a free call
Our Services
Salesforce services built around your business.
We offer fixed-price packages for the most common Salesforce implementations, as well as bespoke project scoping and flexible ongoing admin support. Additional requirements outside the scope of any package can be scoped and priced separately.
Sales Cloud
Sales Cloud
Quick Start 1
Get your Salesforce org up and running with the essentials. Leads, accounts, contacts, opportunities, email integration and reporting, everything your team needs from day one.
Book a call →
Sales Cloud
Quick Start 2
Everything in Quick Start 1, plus campaigns, products, pricebooks and quotes. The complete sales toolkit for teams who need product-based selling and marketing visibility.
Book a call →
Sales Cloud Add-ons
Sales Cloud
Sales Engagement
Build structured, repeatable outreach cadences so your sales team always knows the next step. Includes email templates, call scripts, Salesforce Inbox and automated cadence actions.
Book a call →
Field Sales
Salesforce Maps
Visualise your customers on a map, plan and optimise field sales routes, and manage territories, all within Salesforce. Less windshield time, more face time.
Book a call →
Productivity
Document Generation
Generate professional, branded documents directly from Salesforce records. Quotes, proposals and more, with no manual copy-paste and no formatting errors.
Book a call →
Service Cloud
Service Cloud
Service Cloud Quick Start
Stand up a fully operational customer support function. Case management, SLA tracking, email-to-case, a knowledge base and automated breach alerts, your team supported from day one.
Book a call →
Service Cloud
Digital Engagement
Let customers reach you on WhatsApp and handle every conversation directly from the Salesforce Service Console. Faster responses, better visibility, all captured in your CRM.
Book a call →
Integrations
Integration
Xero Integration
Eliminate manual data entry between Salesforce and Xero. Automate contact sync, invoice creation and payment status updates so your sales and finance teams always have the full picture.
Book a call →
Flexible Engagements
Bespoke Projects
Not everything fits a fixed package, and that's fine. If you have a specific requirement or a more complex project in mind, we'll work with you to scope it properly and deliver it to measure.
Discuss your project
Managed Admin Services
Need ongoing Salesforce admin support without the overhead of a full-time resource? Our managed admin service gives you access to a pre-purchased pool of hours, used flexibly as your needs arise.
Find out more
Not sure which service is right for you?
Get in touch and we'll talk through your requirements. No obligation, no jargon.
Book a free call
Insights and Guides
Practical Salesforce advice for small businesses.
Honest, jargon-free guides to help you get more from your Salesforce investment.
Health Check
What is a Salesforce Health Check and do you need one?
Your Salesforce org might be doing its job on the surface, but under the hood things can drift over time. Here is what a health check involves, what it uncovers, and how to know if you need one.
June 2026 · 5 min read
Read article →
Salesforce Costs
How much does Salesforce implementation cost for a small business in the UK?
Salesforce implementation costs vary enormously. This guide breaks down what you should expect to pay, what drives the price up or down, and how to get the best value as a small business.
July 2026 · 6 min read
Read article →
Managed Services
Day to day management of Salesforce: picking the right option
Internal admin, retainer agreements, managed services or pay-as-you-go support? A practical guide to the options for keeping your Salesforce org running day to day.
July 2026 · 7 min read
Read article →
Quick Starts
What is a Salesforce Quick Start and is it right for your business?
A fixed-price, clearly scoped implementation designed to get you live fast. Here is what it includes, what it does not, and how to know if it is the right starting point for your business.
July 2026 · 6 min read
Read article →
Want to talk through your Salesforce setup?
Book a free 30-minute call and we will take a look together.
Book a free call
Salesforce Health Check
Get a clear, independent picture of your Salesforce org.
No obligation, no sales pitch. Just an honest look under the hood, so you know exactly what's working, what needs attention, and what to do next.
Health Check
FREE
A native security scan plus an Org Check build scan, summarised into a quick Red, Amber, Green snapshot.
Best for: a first, no-risk look under the hood.
Book your free Health Check
Health Check+
Need More Detail?
Ask about our enhanced Health Check+: a full review across licences and contract, security, access controls and org build, plus reports and dashboards, with recommendations and a time estimate for each.
Best for: a genuine baseline before any clean-up or new project work.
Ask About Health Check+
All Health Check+ pricing excludes VAT. Any remediation or follow-on work identified during a Health Check will be scoped and priced separately.
How It Works
The same simple process, whichever tier you choose.
1
Discovery
A short call to confirm scope and access.
2
Reverse Demo
A 45 to 60 minute call where you walk us through your system live and flag anything you're already concerned about.
3
Scans & Analysis
We run our review tools and analyse what we've seen and heard.
4
Your Deliverable
A written summary of what we found, what it means, and what, if anything, to do next.
Why Run a Health Check?
There's rarely a single trigger.
These are the most common reasons clients ask us in.
✓
It's been a while since your org was last reviewed.
✓
You're seeing duplicate records, messy data, or reports nobody trusts.
✓
You're about to start a new project and want a clean baseline first.
✓
You've inherited an org from a previous admin or partner and don't know what's under the hood.
✓
You want an independent, no-obligation view before deciding what, if anything, to fix.
What You'll Get
Both tiers give you the same core value. Health Check+ simply goes deeper.
Independent, expert eyes
A clear, jargon-free picture of what's healthy and what needs attention, not guesswork.
A defined RAG rating
Every area reviewed gets a Red, Amber or Green rating, so you know exactly where to focus first and what can wait.
A live walkthrough
Recommendations are based on your own data, so you can see and understand them immediately.
A written summary
Easy to keep and share internally to build a case for any follow-on work.
No obligation to act
You decide what happens next. There's no pressure to buy anything further.
Popular Next Step
Found your reports aren't telling the full story?
Our Pipeline Reporting Pack gives your team 10 of the sales reports they actually need, plus one dashboard that brings them together, built directly in your org in a single day.
Ask about the Pipeline Reporting Pack
Ongoing Support
Managed Admin Services
Prefer ongoing support to a one-off check? Our managed admin service works as a flexible extension of your team.
Flexible day rate
A pre-purchased pool of days, used flexibly as your needs arise. We work to your timelines and build a deep understanding of your org, so you always have responsive, on-demand Salesforce expertise on hand without the overhead of a full-time resource.
Find out more
Ready to see what's really happening in your org?
Book your free Health Check today. No obligation, no pressure.
Book your free Health Check
