Salesforce Consulting Australia

Salesforce Consulting for Australian Organisations

Evocate works with organisations that run Salesforce alongside Microsoft 365. Many of our clients use Salesforce for CRM while relying on Microsoft for everything else: email, collaboration, document management, and identity. The challenge is making these two ecosystems work together without creating data silos or double-handling.

We implement and customise Salesforce Sales Cloud, Service Cloud, and Marketing Cloud, with a particular focus on integration with the Microsoft stack. That includes connecting Salesforce to Outlook and Teams, syncing contact and opportunity data with SharePoint, and building Power BI dashboards on top of Salesforce data for leadership reporting.

For organisations considering a move from Salesforce to Dynamics 365 (or the reverse), Evocate provides honest assessments of which platform fits your business better. We are not tied to one vendor; we recommend what works for your specific sales process, team size, and integration requirements.

Our Salesforce engagements follow the same structured approach we use for all projects: discovery, design, build, test, deploy, and support. We provide fixed-price proposals after an initial assessment so there are no surprises on cost. Call 1300 386 228 to discuss your CRM needs.

Salesforce Implementation & Setup

Evocate delivers smooth Salesforce implementation services for Australian businesses. Our certified consultants manage the entire deployment lifecycle, from requirements gathering and system design to data migration, user setup, and go live support. We ensure your Salesforce org is configured to match your sales processes, reporting needs, and compliance requirements from day one.

Sales Cloud Consulting

Accelerate revenue growth with Evocate’s Sales Cloud consulting services across Australia. We help you optimise lead management, opportunity tracking, forecasting, and pipeline visibility. Our consultants configure automation rules, approval processes, and custom dashboards that give your sales team a competitive edge in the Victorian market.

Service Cloud Implementation

Transform customer support with Evocate’s Service Cloud implementation for Australian organisations. We configure case management, knowledge bases, omnichannel routing, and self service portals that reduce response times and improve customer satisfaction. Our solutions integrate with your existing telephony and email systems for a unified support experience.

Salesforce Lightning Migration

Move from Salesforce Classic to Lightning Experience with Evocate’s proven migration methodology. Our consultants assess your current customisations, identify compatibility issues, and execute a phased transition that minimises disruption. We reimagine your page layouts, components, and user experience for the modern Lightning interface.

Salesforce & Microsoft 365 Integration

Unify your CRM and productivity platforms with Evocate’s Salesforce-Microsoft 365 integration services. We connect Salesforce with Outlook, Teams, SharePoint, and Power BI to eliminate data silos and simplify workflows. Your sales team can update opportunities from Outlook, collaborate on deals in Teams, and access customer insights without switching applications.

Custom Salesforce Development

Extend Salesforce beyond standard functionality with Evocate’s custom development services. Our Australian based developers build Apex triggers, Lightning components, Flow automations, and REST APIs that address your unique business requirements. We follow Salesforce best practices and security standards to ensure scalable, maintainable solutions.

Salesforce Training & Adoption

Maximise your Salesforce investment with Evocate’s comprehensive training programs. We deliver role based training for administrators, sales reps, service agents, and managers, available on site at your office or virtually. Our hands on workshops use your actual data and processes, ensuring immediate relevance and faster adoption.

Salesforce Managed Services

Keep your Salesforce org optimised with Evocate’s managed services. Our team provides proactive monitoring, regular health checks, release management, and ongoing enhancement. We act as your dedicated Salesforce support partner, ensuring system performance, security compliance, and continuous improvement aligned with your evolving business needs.

Sales pipeline management

Track leads, opportunities, forecasts, and win rates across your entire sales organisation with visibility from rep through to executive level.

Customer service automation

Case management, knowledge bases, omnichannel routing, and SLA tracking that reduce response times and improve customer satisfaction.

Platform extensibility

Custom objects, Apex development, Lightning components, and Flow automation let you build business applications on top of the CRM foundation.

Microsoft integration

Connect Salesforce with Outlook, Teams, SharePoint, and Power BI so your CRM data flows into the tools your teams already use daily.

Salesforce Implementation

Evocate implements Sales Cloud, Service Cloud, and custom applications from requirements through to go live. We configure the platform to match your sales processes, service workflows, and reporting requirements rather than forcing your business to adapt to default settings.

Requirements analysis and process mapping
Object model and data architecture design
Role hierarchy, profiles, and permission configuration
Data migration from legacy CRM systems
User acceptance testing and go live support

Salesforce and Microsoft 365 Integration

Evocate specialises in making Salesforce and Microsoft 365 work together. We connect CRM data with the productivity tools your teams already use, eliminating double handling and ensuring sales intelligence flows into collaboration spaces.

Outlook integration for email and calendar synchronisation
Teams integration for deal collaboration and notifications
SharePoint document libraries linked to Salesforce records
Power BI dashboards sourced from Salesforce data
Azure AD single sign on for unified identity

Custom Development

Evocate builds custom Salesforce functionality when standard configuration is not sufficient. Our developers follow platform best practices and security standards to ensure solutions remain upgradeable and maintainable.

Apex triggers, classes, and batch processes
Lightning Web Components for custom user interfaces
Flow automations for complex business logic
REST and SOAP API integrations with external systems
AppExchange package evaluation and deployment

Salesforce Optimisation

Evocate helps organisations that already run Salesforce but are not getting full value from their investment. We assess your current configuration, identify gaps, and implement improvements that drive adoption and ROI.

Configuration health check and technical debt assessment
User adoption analysis and training recommendations
Lightning Experience migration from Classic
Performance optimisation for slow pages and queries
Report and dashboard redesign for executive visibility

Managed Salesforce Services

Evocate provides ongoing administration, support, and enhancement services for Salesforce organisations. We act as your external Salesforce admin team, handling day to day requests and strategic improvements.

User provisioning, deactivation, and permission management
Release management and sandbox testing
Bug fixes, enhancements, and new feature deployment
Quarterly business reviews and roadmap planning
Data quality monitoring and cleanup

Unified view of customer relationships

All interactions, opportunities, cases, and documents in one place so every team member has full context before engaging a customer.

Improved sales forecasting

Pipeline visibility and structured stage gates give leadership accurate revenue projections based on real deal data.

Faster customer response times

Automated case routing, SLA enforcement, and knowledge bases reduce time to resolution for service teams.

Reduced data silos between CRM and Microsoft

Integration with Outlook, Teams, SharePoint, and Power BI means CRM data flows into the tools people use every day.

Platform for business process automation

Flow automation and custom development on the Salesforce platform replace manual processes across sales, service, and operations.

Government

Salesforce and Microsoft integration for government programs managing constituent engagement, cases, and service reporting.

Utilities & Energy

Salesforce CRM integration for utilities and energy operators managing customers, field activity, and regulatory communication.

Defence

Secure Salesforce configuration and Microsoft 365 integration for defence organisations managing controlled stakeholder relationships.

Transport & Logistics

Salesforce CRM workflows for transport and logistics organisations managing customers, contracts, service requests, and reporting.

Healthcare & Aged Care

Salesforce solutions for healthcare organisations managing referrals, outreach, patient engagement, and privacy-aware reporting.

NDIS & Community Services

Salesforce workflows for NDIS and community service providers managing participants, providers, intake, and service coordination.

Mining & Resources

Salesforce and reporting integration for mining and resources organisations managing commercial relationships and service delivery.

Professional Services

Salesforce configuration for professional services firms managing pipeline, client relationships, campaigns, and executive reporting.

Engage

Map your sales processes, service workflows, reporting requirements, and integration needs through stakeholder workshops and technical discovery.

Validate

Confirm platform edition requirements, licensing model, data migration scope, and integration complexity before building.

Optimise

Design object model, automation rules, security architecture, and integration patterns aligned with Salesforce best practices.

Launch

Configure, develop, test, and deploy in iterative sprints with user training and change management at each stage.

Verify

Confirm functionality, performance, data integrity, and user adoption against agreed acceptance criteria.

Evolve

Ongoing managed services including administration, enhancements, release management, and quarterly business reviews.

Microsoft Outlook

Bidirectional sync of emails, calendar events, and contacts between Salesforce and Outlook without manual data entry.

Microsoft Teams

Salesforce record notifications, deal collaboration, and account alerts delivered in Teams channels and chats.

SharePoint

Document storage linked to Salesforce records so proposals, contracts, and case files live in governed SharePoint libraries.

Power BI

Advanced analytics and executive dashboards built on Salesforce data using Power BI's visualisation and modelling capabilities.

Azure AD

Single sign on and identity management so users authenticate once and access both Microsoft and Salesforce resources.

Power Automate

Cross platform workflows triggered by Salesforce events that update Microsoft systems, send notifications, or run approval chains.

Delivery that fits your business

Microsoft Partner

Practical guidance across Microsoft 365, Azure, SharePoint, Teams, Dynamics 365, Power Platform, security, and governance.

Certified Consultants

Senior specialists who can move from strategy into delivery, adoption, migration, support, and continuous improvement.

Australian Business

Local consulting for Australian organisations, backed by national experience and a delivery record across the country.

17+ Years Microsoft Consulting

2,437 Projects Delivered

20+ Services Delivered

Solutions Partner Microsoft Status

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Frequently Asked Questions

Salesforce is the world’s leading cloud based CRM platform, offering Sales Cloud, Service Cloud, Marketing Cloud, and custom App Cloud development. Evocate helps Australian organisations implement, customise, and optimise Salesforce to simplify sales processes, improve customer service, and drive revenue growth.

Evocate offers full lifecycle Salesforce services including implementation, Sales Cloud and Service Cloud configuration, Lightning migration, custom Apex and Lightning development, Microsoft 365 integration, training, and ongoing managed services. Our consultants work with businesses across Australia from initial strategy through long term support.

Costs depend on scope, edition, and complexity. Contact Evocate for a tailored proposal.

Implementation timelines vary by scope. A standard Sales Cloud deployment typically takes 6-12 weeks, while enterprise implementations with custom development may extend to 3-6 months. Evocate provides detailed project plans with milestones during the proposal stage.

Yes. Evocate provides role based end user training, administrator certification prep, and ongoing managed services. We also offer adoption programs and quarterly business reviews to ensure your team maximises value from Salesforce.

Evocate is a Microsoft Solutions Partner for Modern Work with deep CRM expertise and 2,437 projects delivered since 2009. Our team combines Salesforce technical knowledge with local business understanding across finance, healthcare, manufacturing, and professional services sectors. We deliver Australian based consulting with no offshore outsourcing.

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Salesforce Consulting for Australian Organisations