Salesforce services for Melbourne small businesses
Pentasoft helps small and medium businesses across Melbourne get real value from Salesforce, whether you’re implementing it for the first time from scratch, or improving a system you already have. We’re a small, independent team, so you work directly with the consultants doing the work, and our advice is about what your business needs, not what licences to buy.
Our services
New implementations (from scratch)
Starting fresh with Salesforce? We’ll configure Sales Cloud or Service Cloud around your actual sales and service processes, set up users and permissions, and get your team working in it from day one. We keep it simple at launch and build out as you grow.
Setup packages from $1,990. See pricing →
Health checks and clean-ups
If your Salesforce org has become cluttered with unused fields, broken automations or reports nobody trusts, we’ll audit what you have, tell you plainly what’s worth keeping, and fix it. You get a clear written summary and a prioritised plan.
Fixed-price Health Check: $1,490. See pricing →
Data migration
Moving from spreadsheets, another CRM or an old Salesforce instance? We map, clean and de-duplicate your data before it goes in, so you start with records your team can rely on.
Automation
We use Salesforce Flow to take repetitive work off your team’s plate: lead routing, follow-up reminders, approvals, task creation and email alerts. Less admin, fewer things falling through the cracks.
Integrations
We connect Salesforce with the tools you already use, such as your accounting software, email marketing platform, Outlook or Gmail, and your website forms, so information flows between systems without double entry.
Reports and dashboards
We build reports and dashboards that answer the questions you actually ask: what’s in the pipeline, where deals stall, how your team is tracking. Clear numbers, no exporting to Excel.
Training
Practical, hands-on sessions for your team and admins, tailored to your setup rather than generic Salesforce features. Delivered on-site around Melbourne or remotely.
Ongoing support
Not big enough for a full-time Salesforce admin? Our support plans give you a dedicated consultant for changes, fixes, new users and questions, on a flexible basis that suits your business.
Monthly support plans from $595. See pricing →
Need help fast, or a part-time expert?
Salesforce products we work with
Whichever parts of Salesforce you use, we set them up around how your business works.
Service Cloud
Cases, support processes and service reporting that keep customers happy. Learn more →
How we work
1. Free discovery call
We learn how your business runs and where Salesforce is or isn’t helping.
2. Clear proposal
A fixed scope and a clear price, with no surprises.
3. Build and test
We work in stages and check in with you throughout.
4. Launch and train
Your team is ready to use it from day one.
5. Ongoing support
We’re around after go-live when you need us.
Why Pentasoft
You deal with the same small team from start to finish. We’re independent, so we recommend what’s right for your budget. We specialise in SMBs, which means practical solutions instead of enterprise-sized projects. And we’re local to Melbourne, so we can meet you in person.