{"company":"OOB Consulting","language":"en","website":"https://oobconsulting.com","contact_email":"success@oobconsulting.com","contact_url":"https://oobconsulting.com/en/contact/","contact_phone":"+96170075588","address":{"@type":"PostalAddress","streetAddress":"7th Floor, Gardenia Center","addressLocality":"Zalka","addressCountry":"LB"},"area_served":["Europe","Middle East","Africa"],"services":[{"id":"salesforce","name":"Salesforce solutions","description":"OOB Consulting is a Salesforce partner in Lebanon, helping businesses across EMEA implement and improve their CRM. Connect sales, customer service, marketing and operations through a solution designed around your users, data and existing systems.","capabilities":["Sales & customer relationships","Customer service & support","Marketing automation","Loyalty management","Customer data unification","Customer & partner portals","AI agents in Salesforce","Customization & automation","Support & improvement","Training & team adoption"],"capability_details":[{"name":"Sales & customer relationships","description":"Lead qualification, account and territory ownership, follow-up, products, quotes and sales forecasting."},{"name":"Customer service & support","description":"Case management, Omni-Channel routing, telephony integrations and knowledge resources for your service team."},{"name":"Marketing automation","description":"Campaigns, audience segmentation, email and WhatsApp follow-ups, and lead nurturing connected to your sales process."},{"name":"Loyalty management","description":"Member programs, points, tiers, vouchers and promotions connected to commerce, marketing and customer service."},{"name":"Customer data unification","description":"Connect customer records across systems, build unified profiles and use them for audiences, personalisation and AI with Salesforce Data 360."},{"name":"Customer & partner portals","description":"Branded portals where customers and partners can view their records, submit requests and work with your team."},{"name":"AI agents in Salesforce","description":"Agentforce and connected AI workflows using approved knowledge and CRM data, with defined actions, evaluation and human handover."},{"name":"Customization & automation","description":"Salesforce Flow, approvals, Lightning interfaces and Apex development for work that needs a tailored process."},{"name":"Support & improvement","description":"Review your Salesforce setup, resolve issues and improve the configuration, integrations and processes your team relies on."},{"name":"Training & team adoption","description":"Practical sessions and guides to help users, managers and administrators work with your Salesforce setup."}],"implementation_context":"We begin with the customer journey, the people responsible for it and the information they need. We compare standard Salesforce features with configuration, extensions and integrations, then agree migration, permissions, testing and a first release. Your team reviews working scenarios before rollout, with training and support responsibilities agreed in advance.","faqs":[{"question":"Can you work on an existing Salesforce org?","answer":"Yes. We can review the existing configuration, integrations and data, then prioritize improvements without assuming everything needs rebuilding."},{"question":"Which Salesforce products and licences do we need?","answer":"We map users, processes, channels and data access before recommending products. Sales Cloud, Service Cloud, marketing tools, Data 360, Experience Cloud and Agentforce have different requirements; a project does not automatically include them all."},{"question":"What does an implementation include?","answer":"The agreed scope can cover process design, configuration, migration, integrations, testing and training. We define what your team provides, acceptance criteria and post-launch support before estimating the work."},{"question":"Can Salesforce support both business and consumer customers?","answer":"Yes. We design the account, contact and service model around how you sell and support customers. A B2B company may need account hierarchies and partner sales; a B2C business may need individual customer profiles, purchase history and high-volume service journeys. The data model and product choices follow those differences."}],"related_services":["integrations","mobile","ai"],"related_industries":["retail","realEstate","industrial","healthcare","media","technology","agribusiness","professional","research"],"url":"https://oobconsulting.com/en/services/salesforce/","enquiry_url":"https://oobconsulting.com/en/contact/?service=salesforce"},{"id":"sales","name":"Sales automation","description":"Give your sales team a shared view of leads, accounts and opportunities in Sales Cloud. We configure ownership, follow-up, quotes and forecasts around your sales process, and connect the channels that feed it.","capabilities":["Lead capture, qualification & routing","Opportunity management","Products, pricing & quotes","Pipeline, forecasts & targets","Accounts, contacts & territories","Activities & sales follow-up","Advanced quoting, contracts & renewals","Sales productivity & AI assistance"],"capability_details":[{"name":"Lead capture, qualification & routing","description":"Capture enquiries from websites, campaigns and connected channels, preserving their source and consent details. Match duplicates, assign an owner and follow-up deadline, and define qualification and conversion into accounts, contacts and opportunities."},{"name":"Opportunity management","description":"Define opportunity stages, qualification criteria, contact roles and next steps. Make required information and approval rules clear so teams can progress deals and record why business is won or lost."},{"name":"Products, pricing & quotes","description":"Set up products, price books, quote versions and discount approvals. Assess advanced configuration, subscriptions or CPQ separately when standard quoting is not enough."},{"name":"Pipeline, forecasts & targets","description":"Build pipeline views, forecast categories, quotas and dashboards for each management level. Track conversion, stage ageing, slipped close dates and won or lost deals. Agree how products, currencies and sales teams contribute to the forecast."},{"name":"Accounts, contacts & territories","description":"Organise account hierarchies, contacts, buying roles, account teams and territory ownership. Use account plans and shared activity history to coordinate follow-up, while permissions protect customer information across teams and regions."},{"name":"Activities & sales follow-up","description":"Connect email and calendar activity where supported. Configure tasks, reminders and sales cadences so representatives know whom to follow up with and when."},{"name":"Advanced quoting, contracts & renewals","description":"For more complex selling, assess CPQ, product bundles, contract changes and renewal workflows. Connect accepted quotes to orders or billing systems, with the selected revenue products and integrations scoped explicitly."},{"name":"Sales productivity & AI assistance","description":"Give representatives focused work lists, mobile access and reusable email templates. Where licensed and useful, assess lead or opportunity scoring, conversation insights and AI-drafted follow-ups. Keep source context and review steps visible before an automated action changes a deal or contacts a customer."}],"implementation_context":"We agree the sales stages and ownership rules before adding automation. That keeps the system useful to the people who use it every day.","faqs":[{"question":"Can marketing leads keep their campaign context?","answer":"Yes. We can link incoming leads to Salesforce campaigns and keep their source details available for follow-up and reporting."},{"question":"Do we need extra licences for these features?","answer":"It depends on your Salesforce edition and the tools selected. Sales Engagement, advanced quoting and some forecasting or territory features have their own requirements. We review your current licences before proposing them."},{"question":"What affects the implementation cost and timeline?","answer":"The number of sales processes, data quality, pricing rules and integrations drive the scope. We review sample records and your current process, then separate a usable first release from later improvements."},{"question":"Can a won deal start delivery and billing?","answer":"Yes. We can connect the accepted quote and opportunity to orders, onboarding, fulfilment or your billing platform. We agree which system owns prices and invoices, what information is required, and how amendments or failed transfers are handled so teams do not need to re-enter the deal."}],"related_services":["marketing","customization","salesforceAi","analytics","integrations"],"related_industries":["retail","realEstate","industrial","healthcare","media","technology","agribusiness","professional","research"],"url":"https://oobconsulting.com/en/services/salesforce/sales-automation/","enquiry_url":"https://oobconsulting.com/en/contact/?service=sales"},{"id":"service","name":"Customer service","description":"Bring customer requests, conversations and phone calls into one Salesforce workspace. We configure case management, Omni-Channel routing and telephony (CTI) integrations so your team can see the customer history and take the next step.","capabilities":["Case management & agent workspace","Omni-Channel routing","Telephony & CTI integrations","Email, chat & messaging","SLAs, escalation & follow-up","Knowledge & self-service","AI-assisted service","Service reporting & supervision","Field Service & on-site work"],"capability_details":[{"name":"Case management & agent workspace","description":"Set up Email-to-Case, website forms or API-based intake, with case types, priorities and assignment rules. Bring customer history, assets, orders and related cases into the service console. Add templates, quick text and macros for repeatable work, with clear ownership when cases are reopened or transferred."},{"name":"Omni-Channel routing","description":"Route supported service work to the right person using queues, skills, priority, availability and capacity. Keep handovers clear when a request moves between teams."},{"name":"Telephony & CTI integrations","description":"Connect a compatible phone or contact-centre system to Salesforce for click-to-dial, customer record pop-ups and call logging. Review Salesforce Voice and supported partner options for your setup."},{"name":"Email, chat & messaging","description":"Connect email, website requests, chat and messaging channels such as WhatsApp, according to your service needs and available channel licences. Keep conversations linked to the customer and case."},{"name":"SLAs, escalation & follow-up","description":"Model support entitlements, service contracts and business hours, then set response and resolution milestones. Define reminders, escalation, pause conditions and breach reporting so teams can distinguish time waiting for a customer from work that is overdue."},{"name":"Knowledge & self-service","description":"Organise Salesforce Knowledge articles by topic, audience and language, with review and publication responsibilities. Surface relevant answers in the console and portal. Let customers search help, submit a case and follow updates, while keeping internal-only information restricted."},{"name":"AI-assisted service","description":"Use AI to classify requests, suggest replies and summarize conversations using approved information. Define when a person reviews the answer or takes over."},{"name":"Service reporting & supervision","description":"Track backlog, routing capacity, first response, resolution, reopened cases and SLA breaches using agreed definitions. Provide supervisor views for waiting work and handovers. Connect satisfaction surveys or quality reviews where needed, and assess workforce scheduling separately when it is part of the contact-centre scope."},{"name":"Field Service & on-site work","description":"Connect cases and installed assets to work orders, service appointments and maintenance plans. Assess Salesforce Field Service for skills-based scheduling, dispatch, parts usage, offline technician work and service reports. Agree travel, appointment and completion rules with the teams doing the work."}],"implementation_context":"We follow a request from first contact to resolution, then review your channels, phone provider, Salesforce licences and service commitments. Together, we plan the workspace and routing, and test transfers, busy queues, missed calls and human handovers before rollout.","faqs":[{"question":"Can we keep our existing phone system?","answer":"Often, if your provider offers a supported Salesforce integration. We check compatibility, call routing and the features you need before recommending an approach. For new setups we assess Salesforce Voice and supported partner integrations; existing Open CTI connections can be reviewed with a migration plan."},{"question":"Does Omni-Channel include every customer contact channel?","answer":"Omni-Channel handles routing; the channels and phone connections still need the right setup and licences. We identify which email, messaging and voice options fit your service process and explain any provider or licence requirements before implementation."},{"question":"Can service connect to our website or app?","answer":"Yes. Customers can submit requests and check their progress through connected websites or apps. We review the available APIs and permissions before planning the integration."},{"question":"What determines the project scope?","answer":"The channels, case types, routing rules, phone provider and service commitments matter most. We review sample requests, your knowledge content and existing licences, then agree testing, training and support for the rollout."}],"related_services":["portals","salesforceAi","integrations","analytics"],"related_industries":["retail","industrial","healthcare","technology","agribusiness"],"url":"https://oobconsulting.com/en/services/salesforce/customer-service/","enquiry_url":"https://oobconsulting.com/en/contact/?service=service"},{"id":"marketing","name":"Marketing automation","description":"Connect marketing automation to Salesforce so campaign responses become timely, informed follow-up. We configure audiences, journeys, lead scoring and sales handover for consumer or business customers, using Salesforce marketing products or compatible tools already in place.","capabilities":["Campaigns & segmentation","Advertising platform integrations","Email, SMS & WhatsApp journeys","Nurture & sales handover","Campaign reporting & testing","Lead scoring & grading","Forms, landing pages & preferences","Sending setup & deliverability","Personalisation & lifecycle messages"],"capability_details":[{"name":"Campaigns & segmentation","description":"Build audiences around customer interests, purchase history and lifecycle stage. Define campaign membership, response tracking and exclusions for prospect acquisition, customer onboarding or repeat purchases."},{"name":"Advertising platform integrations","description":"Connect lead forms and supported advertising APIs from Meta, TikTok, Snapchat, Google Ads or your chosen platforms. Preserve campaign identifiers and source details, handle repeat submissions, and return qualified-lead or conversion events where the platform and consent settings allow."},{"name":"Email, SMS & WhatsApp journeys","description":"Configure personalised messages, triggered journeys and scheduled follow-ups across email, SMS or WhatsApp where supported. Apply contact preferences, exclusions and frequency rules, and test the journey before sending."},{"name":"Nurture & sales handover","description":"Build nurture paths around engagement and qualification signals, with entry and exit rules. Assign a sales owner and follow-up task at the handover, carrying campaign and interaction history with the lead."},{"name":"Campaign reporting & testing","description":"Track delivery, engagement, conversion and campaign contribution to opportunities. Configure A/B tests where supported, and agree attribution rules so teams understand what each report measures."},{"name":"Lead scoring & grading","description":"Separate signs of engagement from how well a prospect fits your business. Where your marketing platform supports it, use scoring and grading to prioritise the sales handover."},{"name":"Forms, landing pages & preferences","description":"Connect forms and landing pages to the right campaign and follow-up journey. Keep consent, subscriptions and opt-outs aligned across the tools that send messages."},{"name":"Sending setup & deliverability","description":"Configure approved sending domains and email authentication with your domain administrator. Manage bounces, suppression lists, reusable templates and test sends. Plan volume increases and monitor delivery signals; technical setup supports deliverability but cannot guarantee inbox placement."},{"name":"Personalisation & lifecycle messages","description":"Use approved customer attributes and events for dynamic content, onboarding, renewal reminders and re-engagement. Keep service or order notifications distinct from promotional journeys, and coordinate triggers so a customer does not receive conflicting messages from different tools."}],"implementation_context":"We work through what happens after someone responds to a campaign: the messages they receive, when sales takes over and how contact preferences reach each tool. Then we build and test those connections.","faqs":[{"question":"Do you also manage advertising and content?","answer":"We handle the technical side: marketing automation, CRM integration and reporting. Your marketing team or agency manages advertising and content."},{"question":"Do we need Marketing Cloud?","answer":"Not for every project. We assess your existing tools, audience and channels. Marketing Cloud Engagement, Account Engagement (formerly Pardot) and external platforms serve different needs; licences and messaging costs are confirmed for the chosen setup."},{"question":"What do you need from our marketing team?","answer":"Your audience definitions, approved content, contact preferences and rules for handing leads to sales. We also need access to the selected tools and sample data to test the journey before sending live campaigns."},{"question":"How do you avoid sending the wrong message twice?","answer":"We define customer identifiers, journey entry and re-entry rules, suppression lists and exit conditions. We test repeat form submissions, existing customers, recent purchases and opt-outs across connected tools. Campaign reporting then distinguishes delivery and engagement from qualified leads or revenue."}],"related_services":["sales","loyalty","customerData","integrations","analytics"],"related_industries":["retail","realEstate","industrial","healthcare","media","technology","agribusiness","professional","research"],"url":"https://oobconsulting.com/en/services/salesforce/marketing-automation/","enquiry_url":"https://oobconsulting.com/en/contact/?service=marketing"},{"id":"loyalty","name":"Loyalty management","description":"Build a loyalty program that connects customer recognition, rewards and repeat purchases. OOB Consulting configures Salesforce Loyalty Management around your members, commercial rules and connected systems, from our base in Lebanon for businesses across EMEA and beyond.","capabilities":["Program design & member profiles","Points, redemption & expiry","Tiers & member benefits","Promotions & vouchers","Member portals & digital experiences","Program partners & shared rewards","Connected marketing & customer service","Commerce, POS & data migration","Reporting & program operations","Clubs, engagement & Agentforce"],"capability_details":[{"name":"Program design & member profiles","description":"Define membership for individual or business customers, enrolment, program currencies and eligibility. Connect members to CRM records so your team can see their status, activity and preferences without maintaining separate customer lists."},{"name":"Points, redemption & expiry","description":"Configure earning and redemption rules, qualifying points for status and redeemable points for rewards. Define expiry and test returns, cancellations and manual adjustments. Where supported by your edition, use pending points and traceability to manage when rewards become available."},{"name":"Tiers & member benefits","description":"Set tier thresholds, assessment periods, upgrades and downgrades. Assign benefits such as priority service or exclusive access, and define how each benefit is fulfilled. Test renewal dates and edge cases before members rely on their status."},{"name":"Promotions & vouchers","description":"Build offers with clear audiences, eligibility, dates and usage limits. Reward purchases or agreed engagement activities with points or vouchers. Configure voucher issuance, redemption and expiry, then test overlapping offers and returns against the intended reward cost."},{"name":"Member portals & digital experiences","description":"Let members enrol, check balances, view transactions and benefits, and follow tier progress through a portal, website widgets or a connected mobile experience. Adapt the design, sign-in and record access to your brand and selected channels."},{"name":"Program partners & shared rewards","description":"Bring partner brands into the program with agreed earning, redemption and benefit rules. Define which partner transactions qualify, what information is exchanged and how contributions are reconciled. Partner capabilities and scale depend on the Loyalty Management edition."},{"name":"Connected marketing & customer service","description":"Use membership context for welcome journeys, tier changes and expiring rewards in your licensed marketing tools. Give service teams the member information and permitted actions they need. Where relevant, connect Data 360 audiences and apply contact preferences before communications."},{"name":"Commerce, POS & data migration","description":"Connect ecommerce, point-of-sale and other systems using supported APIs and integration patterns. Map member and transaction identifiers, prevent duplicate rewards, and reconcile failed updates. Migrate membership, balances and history with checks against the original program before cutover."},{"name":"Reporting & program operations","description":"Track enrolment, active membership, points earned and redeemed, and promotion performance. Agree reward-liability measures with finance and validate source totals. Configure role-based access, controlled adjustments, exception monitoring and operating guides for the people running the program."},{"name":"Clubs, engagement & Agentforce","description":"Assess interest-based clubs, badges and games when they serve a defined member journey. For eligible setups, evaluate Agentforce assistance with promotion creation and launch content, with staff review. Select these capabilities against your edition and needs rather than including them automatically."}],"implementation_context":"We start with the program economics, member journeys, licences and source data. We agree reward rules and ownership, configure a focused release, and test earning, redemption, tier changes, returns and access in a sandbox. Your team validates the results and opening balances before a controlled launch, with training, monitoring and support responsibilities agreed.","faqs":[{"question":"Is Loyalty Management included with our CRM?","answer":"Do not assume it is included with Sales Cloud or Service Cloud. We check your Salesforce contract, Loyalty Management edition, member and transaction volumes, and API allowances. Portals, marketing, analytics and AI may have separate licence or usage requirements."},{"question":"Does every loyalty program need this product?","answer":"No. We compare Salesforce Loyalty Management with your existing platform or a smaller scoped solution. Program complexity, transaction volume, partner rules and operating cost determine the right approach. A simple rewards requirement does not justify a larger platform by itself."},{"question":"Can we keep our website, app and tills?","answer":"Often, yes. We assess their APIs, customer identifiers and checkout flows before choosing the integration. If points must be available or redeemed at checkout, we test the complete response time, retry behaviour and what happens when a connection is unavailable."},{"question":"What happens to existing points and memberships?","answer":"We map members, tiers, balances, vouchers and required history, resolve duplicates and agree how expiry dates transfer. A trial migration reconciles totals against the current system. We agree the cutover and rollback plan before moving the live program."},{"question":"How do you scope the implementation?","answer":"Share your program rules, member volumes, channels, systems and reporting needs. We separate Salesforce licence costs from implementation and ongoing operation, then define integrations, migration, acceptance tests and a release plan. Pricing and timing follow that scope."}],"related_services":["marketing","customerData","portals","ecommerce","integrations"],"related_industries":["retail","agribusiness"],"url":"https://oobconsulting.com/en/services/salesforce/loyalty-management/","enquiry_url":"https://oobconsulting.com/en/contact/?service=loyalty"},{"id":"customerData","name":"Customer data unification","description":"Connect customer records, purchases and interactions with Salesforce Data 360. Recognise the same customer across your systems and give marketing, sales, service and AI agents the context they need.","capabilities":["Connected data sources","Data preparation & modelling","Customer identity matching","Customer metrics & audiences","Personalisation & connected actions","Data & knowledge for AI agents","Consent, access & data governance","Reliable updates & usage monitoring"],"capability_details":[{"name":"Connected data sources","description":"Connect Salesforce, ecommerce, business applications and data warehouses through connectors and APIs. Set up batch imports, streaming events or web and mobile tracking, with zero-copy access for supported sources."},{"name":"Data preparation & modelling","description":"Standardise identifiers, timestamps, currencies and field formats, then map people, business accounts, orders and interactions into a shared model. Define keys and relationships, check missing or inconsistent records, and validate history and incremental updates before using the data in profiles or audiences."},{"name":"Customer identity matching","description":"Configure identity resolution and reconciliation rules to link records for the same person or business. Test incorrect and missed matches. Unified profiles preserve links to source records without automatically merging CRM records."},{"name":"Customer metrics & audiences","description":"Use calculated insights for purchase frequency, customer value and engagement. Build consumer or business audiences with inclusion, exclusion and refresh rules. Validate segment counts against source records, and assess predictive scores for defined decisions rather than treating a score as proof of customer intent."},{"name":"Personalisation & connected actions","description":"Activate audiences in supported marketing and advertising tools, personalise web or app experiences, and show customer context in Salesforce. Connect Flow and other actions using agreed fields, permissions and update timing."},{"name":"Data & knowledge for AI agents","description":"Prepare customer context and approved documents for Agentforce. Configure search indexes, retrieval and access filters, with source references where supported. Test whether agents find the right information for their assigned tasks."},{"name":"Consent, access & data governance","description":"Apply contact preferences and consent filters before activating audiences. Configure data spaces and access policies for brands, regions or teams. Define classification, masking, retention and deletion rules with the people responsible for the data."},{"name":"Reliable updates & usage monitoring","description":"Set refresh schedules and supported real-time data graphs for time-sensitive journeys. Monitor failed loads, identity matching, audience delivery and consumption. Give your team operating guides for routine checks and recovery."}],"implementation_context":"We review your use case, source data, identifiers, consent and licences, then test a focused setup from source to action. We validate profile matching, access, delivery time and running costs before planning rollout and training.","faqs":[{"question":"Can we start with one use case?","answer":"Yes. Start by excluding existing customers from acquisition offers or showing recent orders to service staff. We identify the sources, matching rules and destination needed for that outcome, then expand when it works."},{"question":"Does it replace our integrations or data warehouse?","answer":"Your integrations and warehouse can remain in place. Data 360 adds unified customer profiles and ways to act on them. We assess which sources to ingest or access through supported zero-copy connections."},{"question":"Will every customer update appear in real time?","answer":"Update times depend on ingestion, identity matching, calculations, segment refreshes and destination systems. Real-time journeys need supported ingestion and data graphs. We agree the required response time and test the complete path."},{"question":"What determines the licences and running cost?","answer":"Connected sources, profile volumes, processing, storage and refresh frequency affect cost. We review your contract and feature entitlements, estimate usage and configure monitoring. Marketing tools, AI products and connected platforms may have separate charges."},{"question":"Does unifying profiles merge our Salesforce records?","answer":"No. Identity resolution links records that represent the same customer so they can be used together. It does not automatically merge contacts or overwrite source systems. CRM deduplication, conflicting values and correction of source data need their own agreed process."}],"related_services":["marketing","salesforceAi","integrations","analytics","support"],"related_industries":["retail","realEstate","media","technology"],"url":"https://oobconsulting.com/en/services/salesforce/customer-data-unification/","enquiry_url":"https://oobconsulting.com/en/contact/?service=customerData"},{"id":"portals","name":"Customer & partner portals","description":"Build a branded customer or partner portal with Salesforce Experience Cloud, or connect a custom portal where that fits better. Give users a place to submit requests, follow progress and access the records relevant to them.","capabilities":["Customer self-service","Partner collaboration","Access that fits each relationship","Connections to your other systems","Sign-in & user onboarding","Guided requests & shared documents","Content, search & multilingual experiences"],"capability_details":[{"name":"Customer self-service","description":"Let customers register, search help articles, submit and track cases, check orders and download relevant documents. Add notifications and guided forms so users know what information is missing and when your team has responded, without exposing another customer’s records."},{"name":"Partner collaboration","description":"Support partner applications, onboarding, lead distribution, deal registration and shared opportunities. Define duplicate-deal checks, review stages and ownership rules. Give partners the approved sales resources and visibility they need while keeping each organisation’s pipeline separate."},{"name":"Access that fits each relationship","description":"Define what each customer, partner and team member can see and change. Test record visibility across accounts and roles before release."},{"name":"Connections to your other systems","description":"Connect portal activity to Salesforce workflows and, where needed, your website, mobile app, ecommerce or other business systems."},{"name":"Sign-in & user onboarding","description":"Plan invitations, self-registration, account recovery and single sign-on with the chosen identity provider. Define how users join an account, who approves them and how access ends. Review authentication requirements and keep guest access restricted to explicitly public content."},{"name":"Guided requests & shared documents","description":"Create forms for applications, document submissions and approvals. Make required information, request status and the next action clear on mobile and desktop."},{"name":"Content, search & multilingual experiences","description":"Build responsive navigation, searchable knowledge and content targeted to the right audience. Define translation, publication and content ownership, including Arabic layouts where needed. Measure unsuccessful searches and abandoned requests to identify where the portal still needs human support."}],"implementation_context":"Start with the people using the portal and the tasks they need to complete. We define access, content and workflows, build the experience, and test it with representative customer and partner accounts.","faqs":[{"question":"Is this different from a custom web application?","answer":"This service focuses on portals built around Salesforce records and workflows. A broader application can also connect to Salesforce through APIs. We recommend the approach after reviewing the audience, licensing, design needs and integrations."},{"question":"Can customers and partners use different experiences?","answer":"Yes. Their navigation, available information and actions can differ. The important part is testing the access rules as well as the screens."},{"question":"How are portal licences chosen?","answer":"We review who signs in, how often, which records they need and how those records are shared. Customer and partner use cases can require different external licences. Identity-only access does not automatically include access to CRM records."},{"question":"Can a partner portal include training or incentive programmes?","answer":"These can be assessed alongside the core portal. Partner enablement, learning, market-development funds and incentive workflows may need additional products, licences or integrations. We separate those requirements from basic access, deal registration and document sharing before recommending a design."}],"related_services":["service","sales","customization","integrations"],"related_industries":["retail","healthcare","technology","professional","research"],"url":"https://oobconsulting.com/en/services/salesforce/customer-partner-portals/","enquiry_url":"https://oobconsulting.com/en/contact/?service=portals"},{"id":"salesforceAi","name":"AI agents in Salesforce","description":"Add AI agents to the sales and service work your team already manages in Salesforce. We configure the information they can use, the actions they can take and when they should ask a person to step in.","capabilities":["Sales assistance","Customer service agents","Agentforce & approved actions","Evaluation and improvement","Knowledge & CRM grounding","Human handover & monitoring","Prompt Builder & staff assistance","Channels, identity & handover context"],"capability_details":[{"name":"Sales assistance","description":"Help sales teams research prospects, qualify leads and prepare follow-ups. You choose whether the agent suggests a next step or can update Salesforce itself."},{"name":"Customer service agents","description":"Use your knowledge articles and customer records to answer questions and classify requests. Pass the conversation to your team when the agent cannot resolve it."},{"name":"Agentforce & approved actions","description":"Define the agent’s scope, instructions and permitted actions through Flow, Apex, prompt templates or supported APIs. Validate inputs, identify the customer when needed and enforce record permissions before an action runs. Require confirmation or approval for changes with business consequences."},{"name":"Evaluation and improvement","description":"Test typical conversations, follow-up questions, missing records, misleading instructions and failed actions in a suitable test environment. Check that the agent selects the intended action and respects access rules, not just that its reply sounds plausible. Keep regression cases for later prompt, model or workflow changes."},{"name":"Knowledge & CRM grounding","description":"Choose the knowledge articles, documents and CRM records the agent may use. Review retrieval, freshness and access so answers are based on the right information."},{"name":"Human handover & monitoring","description":"Define when to pass a conversation to a person and what context goes with it. Review failed actions, answer quality and usage after launch to guide improvements."},{"name":"Prompt Builder & staff assistance","description":"Use reusable prompt templates for record summaries, email drafts and field generation where supported. Ground the output in authorised Salesforce data and let users review it in their normal workspace. Keep model-generated suggestions distinct from validated record values."},{"name":"Channels, identity & handover context","description":"Choose the supported employee, web, messaging or voice experience for the use case. Define session context, customer verification and the information passed to a human. Agree what happens outside service hours or when no representative is available, rather than promising an immediate handover."}],"implementation_context":"We start with one useful workflow and define what success looks like. We review the available data and licensing, configure the agent and its actions, then evaluate the results before a wider rollout.","faqs":[{"question":"Can an agent take actions without approval?","answer":"Yes, for actions you have authorised it to take. We decide those permissions with you and add review steps for actions that need a person’s approval."},{"question":"Can the agent connect to other systems?","answer":"Yes, where suitable APIs and permissions are available. We can connect Salesforce workflows to your website, mobile app and business tools, or design a broader custom AI solution."},{"question":"Does every agent need the same Salesforce products?","answer":"No. Requirements depend on the agent, channels, data sources and actions. We check Agentforce entitlements, usage charges and whether features such as data libraries require Data 360. An external model connection is a separate architecture decision."}],"related_services":["sales","service","customization","customerData","ai"],"related_industries":["retail","realEstate","technology","research"],"url":"https://oobconsulting.com/en/services/salesforce/ai-agents/","enquiry_url":"https://oobconsulting.com/en/contact/?service=salesforceAi"},{"id":"customization","name":"Customization & automation","description":"Some processes need more than a standard screen. We extend Salesforce with applications, workflows and interfaces designed around the way your business operates.","capabilities":["Business data models","Salesforce Flow & approvals","Lightning interfaces & guided work","Custom applications","Apex & complex business logic","Permissions, testing & releases","Documents, events & integration extensions"],"capability_details":[{"name":"Business data models","description":"Design custom objects, fields, relationships, record types and page layouts for each workflow. Combine validation and duplicate rules with a clear ownership model. Check how changes affect imports, reports, mobile screens and integrations before introducing required fields or new restrictions."},{"name":"Salesforce Flow & approvals","description":"Build screen, record-triggered and scheduled flows for data updates, approvals, notifications and guided tasks. Define approval delegation, rejection and resubmission where needed. Add fault handling and test interactions with existing automation so repeated updates do not start conflicting work."},{"name":"Lightning interfaces & guided work","description":"Adapt Lightning pages and components to each team’s work. Use custom Lightning Web Components when standard screens cannot handle the interaction required."},{"name":"Custom applications","description":"Build Salesforce applications for workflows such as purchasing, requests or asset tracking. Connect forms, approvals, documents and external systems so teams can complete the process from one workspace."},{"name":"Apex & complex business logic","description":"Use Apex for requirements that need custom logic, external services or large-volume processing. Design for Salesforce limits and test with representative data volumes."},{"name":"Permissions, testing & releases","description":"Configure permission sets and record access alongside the features. Validate changes in a sandbox, document dependencies and prepare deployment and recovery steps."},{"name":"Documents, events & integration extensions","description":"Extend workflows with document generation, e-signature connections, callouts and background processing where needed. Use supported APIs and events to coordinate external updates. Review transaction limits, error recovery and version control so these extensions can be changed safely."}],"implementation_context":"We assess existing capabilities before introducing custom development. The design should account for access, testing, maintenance and future changes.","faqs":[{"question":"Can this cover operational processes?","answer":"Yes. We can assess purchasing, stock, sales and other business workflows, then agree what belongs in Salesforce and what should remain connected elsewhere."},{"question":"When do you use Flow rather than code?","answer":"We compare complexity, transaction volume, maintainability and existing automation. Flow suits many guided and record-based processes; Apex can handle logic or scale that needs more control. A solution may combine both."},{"question":"Can you modernise older automation?","answer":"Yes. We map existing workflows, Process Builder processes and custom logic, remove unnecessary duplication and test replacement behaviour before retiring the old automation."},{"question":"Will custom development make future changes harder?","answer":"It can if dependencies and ownership are unclear. We prefer standard features where they meet the need, keep custom logic focused, and document the data model, permissions and automation. Automated checks, user acceptance testing and versioned releases help maintain the solution as Salesforce and your processes change."}],"related_services":["enterprise","integrations","support"],"related_industries":["retail","realEstate","industrial","healthcare","media","technology","agribusiness","professional","research"],"url":"https://oobconsulting.com/en/services/salesforce/customization-automation/","enquiry_url":"https://oobconsulting.com/en/contact/?service=customization"},{"id":"support","name":"Support & improvement","description":"An existing Salesforce environment needs attention as people, processes and integrations change. We help you understand the issues and plan practical improvements.","capabilities":["Org assessment","Fixes & improvements","Integration maintenance","Documentation & training","Release readiness & regression checks","Access, data quality & recovery","Proactive administration & capacity review"],"capability_details":[{"name":"Org assessment","description":"Review configuration, permissions, automation and integrations against the issues users report. Identify recurring failures, unused customisations and performance bottlenecks, then prioritise improvements by business impact."},{"name":"Fixes & improvements","description":"Reproduce reported problems, identify their cause and test fixes against affected workflows. Agree small usability or process improvements with your team, with clear release notes and acceptance checks."},{"name":"Integration maintenance","description":"Investigate failed synchronisation, expired connections and changes in external APIs. Check alerts, retry behaviour and record reconciliation so a repaired connection catches up without duplicating business records."},{"name":"Documentation & training","description":"Maintain configuration notes, known-issue records and recovery instructions as changes are released. Show administrators how to diagnose routine problems, and give users focused guidance when a fix changes the way they complete a task."},{"name":"Release readiness & regression checks","description":"Review Salesforce release updates and changes in connected products. Test critical sales and service workflows in a suitable sandbox before planned changes reach users."},{"name":"Access, data quality & recovery","description":"Review user access, duplicate records and recurring data errors. Check backup responsibilities and recovery options with your team; retention and backup tools are scoped separately."},{"name":"Proactive administration & capacity review","description":"Review failed jobs, flow errors, storage and API usage alongside user onboarding and offboarding. Track expiring credentials and certificates, licence use and planned releases. Turn recurring support requests into an agreed improvement backlog with owners and priorities."}],"implementation_context":"We agree support hours, priorities and response expectations before work starts, so your team knows what to expect and how to raise an issue.","faqs":[{"question":"Can you take over a system built by another team?","answer":"Yes, following a review of the existing setup, access, documentation and known issues. That review establishes a realistic starting point."},{"question":"Is support available around the clock?","answer":"Coverage hours, channels and response targets are agreed in the support scope. We do not assume 24/7 coverage or a fixed resolution time. Third-party outages and larger development work need separate handling."},{"question":"How do you decide what to fix first?","answer":"We assess business impact, urgency, affected users and dependencies with your team. An issue blocking a core process may come before a usability improvement. Larger changes are estimated separately and prioritised in the agreed backlog."},{"question":"Does support include backup and disaster recovery?","answer":"We can review and help implement a recovery plan, but support alone is not a backup service. We agree which data, files and metadata need protection, the selected backup tools, retention, restore testing and recovery responsibilities. A sandbox is not a substitute for a tested backup."}],"related_services":["customization","integrations","training"],"related_industries":["retail","realEstate","industrial","healthcare","media","technology","agribusiness","professional","research"],"url":"https://oobconsulting.com/en/services/salesforce/support-improvement/","enquiry_url":"https://oobconsulting.com/en/contact/?service=support"},{"id":"training","name":"Salesforce training","description":"Practical Salesforce training built around your team’s work. We use familiar tasks and examples to help users, managers and administrators understand the system and use it with confidence.","capabilities":["Training for everyday users","Reports & good data habits","Administrator training","Guides, onboarding & follow-up","Practice & adoption checks","Team champions & change preparation","Role-based learning & release updates"],"capability_details":[{"name":"Training for everyday users","description":"Work through the tasks each team handles, from updating customer records and following opportunities to managing service requests and completing approvals."},{"name":"Reports & good data habits","description":"Practise list views, search, filters, report types and dashboards using your team’s questions. Show how missing fields, duplicate records and inconsistent stages affect the numbers. Managers learn to interpret pipeline, service and activity measures before using them in reviews."},{"name":"Administrator training","description":"Teach user provisioning, permission sets, record access, fields, validation and basic Flow maintenance within the administrator’s role. Practise imports, troubleshooting and safe change procedures in a sandbox, with clear boundaries for work that needs a developer or specialist."},{"name":"Guides, onboarding & follow-up","description":"Give your team short guides for recurring tasks, support new starters and use follow-up sessions to work through questions that come up after training."},{"name":"Practice & adoption checks","description":"Use exercises for real tasks and common mistakes, then check whether people can complete the work themselves. Feed recurring questions into guides and follow-up sessions."},{"name":"Team champions & change preparation","description":"Help internal champions explain new workflows and support colleagues. Prepare role-specific guidance for a rollout, a changed process or new starters."},{"name":"Role-based learning & release updates","description":"Separate sessions for sales, service, managers and administrators so each group practises its own responsibilities. Cover new workflows or AI assistance when they are part of your setup, including when to check a suggestion, request help or escalate an issue."}],"implementation_context":"We first agree who needs training and what they need to do in Salesforce. We review your setup, prepare exercises using appropriate test data and separate sessions by role where that helps. Each session leaves time for practice and questions, with the supporting material agreed before we start.","faqs":[{"question":"Can training use our Salesforce setup?","answer":"Yes. We can tailor examples to your screens, fields and workflows. We agree the access and test environment needed so people can practise without changing live business records."},{"question":"Who is the training for?","answer":"Teams using Salesforce in their daily work, managers who use its reports and internal administrators who maintain it. We adjust the sessions to each group’s experience and responsibilities."},{"question":"Can you train us on a system built by another team?","answer":"Yes. We review the relevant configuration and available documentation first, then agree what the training will cover and identify any questions that need input from the original team."},{"question":"Is this an official Salesforce certification course?","answer":"This service focuses on using and administering your organisation’s Salesforce setup. Certification preparation, exam fees and official Salesforce courses are not included unless explicitly agreed as a separate scope."}],"related_services":["support","customization","analytics"],"related_industries":["retail","realEstate","industrial","healthcare","media","technology","agribusiness","professional","research"],"url":"https://oobconsulting.com/en/services/salesforce/training/","enquiry_url":"https://oobconsulting.com/en/contact/?service=training"},{"id":"ai","name":"AI solutions & agents","description":"We build AI agents that research prospects, help sales teams follow up and handle customer questions. Each agent connects to the data and tools it needs, with limits on what it can do on its own.","capabilities":["Prospecting & qualification","Nurture & sales assistance","Customer service agents","Connected business actions","Answers from your knowledge","Document & request processing","Evaluation, controls & running costs","Workflow orchestration & human review"],"capability_details":[{"name":"Prospecting & qualification","description":"Research companies against agreed criteria using permitted sources. Return evidence, relevant contacts where legitimately available, missing information and reasons for the match. Check existing customers, exclusions and duplicates before preparing a prospect for sales review."},{"name":"Nurture & sales assistance","description":"Draft follow-ups using approved customer context, summarise previous interactions and suggest the next task. Connect reviewed emails, notes or updates to Salesforce and your existing sales workflow."},{"name":"Customer service agents","description":"Answer questions from approved knowledge, identify the customer before accessing private records, and assist with tasks such as checking an order or preparing a request. Pass unresolved cases to a person with the conversation and actions already attempted."},{"name":"Connected business actions","description":"Let agents use your CRM and business tools for specific tasks, with access limited to the records and actions they need."},{"name":"Answers from your knowledge","description":"Connect approved documents and knowledge sources so the agent can retrieve relevant information. Keep sources current and show supporting references where the task allows."},{"name":"Document & request processing","description":"Extract agreed fields, classify incoming requests and prepare summaries for review. Validate important values before they update a customer, order or operational record."},{"name":"Evaluation, controls & running costs","description":"Measure answer quality, task completion, response time and usage costs. Test misleading inputs and unauthorised requests, and keep a clear way to pause actions or hand work to a person."},{"name":"Workflow orchestration & human review","description":"Combine deterministic business rules with model-assisted steps. Queue work for approval, preserve its status across long-running tasks, and handle retries without repeating a payment, message or record update. Give reviewers enough context to approve, edit or reject a proposed action."}],"implementation_context":"We choose a narrow task, agree success criteria and test real scenarios before expanding access. Research, recommendations and actions can have different approval requirements.","faqs":[{"question":"Can an agent contact prospects automatically?","answer":"Where appropriate, outreach can be included in an agreed workflow. We define allowed recipients, contact preferences, review steps and when an agent must stop or hand over."},{"question":"Which AI model would you use?","answer":"We choose according to task quality, data handling, available tools, response time and cost. Claude or another supported model may fit; we evaluate representative examples before committing to a provider or architecture."},{"question":"What do we need before building an agent?","answer":"A defined task, reliable source material, examples of good and unacceptable outcomes, and owners for approvals. Model usage, hosting, connectors and ongoing evaluation contribute to running costs; we estimate these alongside development."},{"question":"How do you protect private information in an AI workflow?","answer":"We map which data goes to each model and tool, minimise the fields shared, and apply authentication and permissions before retrieval or actions. We review the provider’s data-handling settings and agree logging and retention. Tests include misleading instructions in documents, attempts to access another customer’s records and unintended tool use."}],"related_services":["salesforceAi","sales","service","integrations"],"related_industries":["retail","realEstate","technology","research"],"url":"https://oobconsulting.com/en/services/ai-solutions/","enquiry_url":"https://oobconsulting.com/en/contact/?service=ai"},{"id":"mobile","name":"Mobile solutions","description":"We develop iOS and Android applications for customers, commerce and field teams. Native or cross-platform, the app connects to Salesforce and your other systems with the sign-in, offline behaviour and device features its users need.","capabilities":["Customer applications","Mobile commerce","Tools for teams","Connected experiences","Custom mobile applications","Offline work & synchronisation","Notifications & device features","App testing, release & maintenance","Secure sessions & account controls"],"capability_details":[{"name":"Customer applications","description":"Build registration, sign-in, profiles, service requests and account self-service around customer tasks. Support the required languages and right-to-left layouts, with clear validation, account recovery and accessible navigation."},{"name":"Mobile commerce","description":"Connect product discovery, baskets, checkout, order tracking and returns to your catalogue, stock and payment provider. Assess subscriptions or digital purchases against the applicable store payment rules before choosing the checkout approach."},{"name":"Tools for teams","description":"Let staff view assigned jobs, complete forms, capture photos and update records away from a desk. Tailor the screens and record access to each team’s responsibilities."},{"name":"Connected experiences","description":"Connect app data and actions to Salesforce, your website and other systems through APIs."},{"name":"Custom mobile applications","description":"Turn a product idea or a specific business need into an app, with features designed for the people using it."},{"name":"Offline work & synchronisation","description":"Let selected tasks continue with limited connectivity, then sync when a connection returns. Define what can be stored on the device and how conflicting updates are resolved."},{"name":"Notifications & device features","description":"Add useful reminders, camera capture, barcode scanning or location features where the workflow needs them. Request the relevant permissions and let users manage notifications."},{"name":"App testing, release & maintenance","description":"Test key journeys across agreed devices, accessibility needs and connection conditions. Prepare store submissions, crash reporting and an update process under the agreed maintenance scope."},{"name":"Secure sessions & account controls","description":"Protect tokens and locally stored data, enforce permissions on the backend, and define what happens on logout or a lost device. Include account deletion where required, privacy disclosures and permission choices. Test session expiry, interrupted sign-in and revoked access as part of the user journey."}],"implementation_context":"We plan the main tasks people will use the app for, the devices it needs to support and the data it can access. We also discuss offline use, notifications and app store delivery before estimating the work.","faqs":[{"question":"Does every mobile app need Salesforce?","answer":"No. Salesforce is a strong part of our expertise, but the application architecture should fit your existing systems and business needs."},{"question":"Should we build native or cross-platform?","answer":"We compare device features, performance, offline work, budget and the platforms you need. A shared codebase can suit many apps; specialised device interactions may call for native development."},{"question":"What is needed for an app-store launch?","answer":"Your developer accounts, approved content, privacy information and access to the backend services. We prepare the submission within scope, but Apple and Google control review and approval timing. Maintenance and operating-system updates are agreed separately."},{"question":"Can we launch in more than one language?","answer":"Yes. We plan translated content, layouts, date and number formats and notification templates together. Arabic needs right-to-left interface testing as well as translated text. We agree who supplies and approves the translations, then test the main journeys in each supported language."}],"related_services":["integrations","ecommerce","salesforce"],"related_industries":["retail","realEstate","industrial","technology","agribusiness"],"url":"https://oobconsulting.com/en/services/mobile-apps/","enquiry_url":"https://oobconsulting.com/en/contact/?service=mobile"},{"id":"enterprise","name":"Enterprise solutions","description":"Manage purchasing, sales, stock and approvals across your teams. We build applications on Salesforce or alongside your existing systems, with portals and mobile access where they are needed.","capabilities":["Operational applications","Customer & partner portals","Approvals & coordination","IoT & connected devices","Purchasing & supplier workflows","Work orders, assets & field updates","Shared records & operational reporting","Documents, compliance steps & audit trails"],"capability_details":[{"name":"Operational applications","description":"Connect a process from request to completion: customer orders, purchasing, stock availability and fulfilment. Define statuses, responsibility and exceptions at each handover so teams can see what is waiting, what is approved and what is ready for the next step."},{"name":"Customer & partner portals","description":"Let customers and partners check their requests, view records and complete tasks through a portal."},{"name":"Approvals & coordination","description":"Route requests by amount, department or responsibility, with approval steps and escalation rules. Keep decisions and supporting documents visible when work passes between purchasing, finance and operations."},{"name":"IoT & connected devices","description":"Connect device readings or status events to the relevant asset and location. Assess thresholds, alerts and maintenance requests, with handling for missing readings and unreliable connectivity."},{"name":"Purchasing & supplier workflows","description":"Connect purchase requests, approval limits, supplier records and receiving. Define which records stay in your ERP or accounting system and which teams need access."},{"name":"Work orders, assets & field updates","description":"Organise service or operational tasks around locations and assets. Connect assignments, status updates and documents, with mobile access where staff need it."},{"name":"Shared records & operational reporting","description":"Agree ownership for customers, suppliers and products across systems. Track outstanding work, approvals and exceptions so teams can act on the same figures."},{"name":"Documents, compliance steps & audit trails","description":"Attach documents to the process they support, record approval decisions and track important changes. Build the checks and retention rules your business defines, with access by role or department. Connect signatures and document storage when they are part of the workflow."}],"implementation_context":"We decide where each capability belongs before building. Existing platforms, access needs, integration options and long-term ownership all influence the scope.","faqs":[{"question":"Do you replace every existing business system?","answer":"Not necessarily. A focused application or integration may solve the problem. We evaluate that alongside a broader implementation."},{"question":"Is this a complete ERP replacement?","answer":"Only if that is the agreed project. We often connect or extend existing systems. Accounting, manufacturing, payroll and specialist industry processes need their own assessment rather than being assumed part of a general business application."},{"question":"How do you scope a project across departments?","answer":"We follow one workflow across the teams involved, identify the records and approvals it needs, and agree a first release. Existing interfaces, data cleanup and the availability of process owners influence cost and timing."},{"question":"Can different teams or business units use the same application?","answer":"Yes, when shared and separate responsibilities are defined. We map ownership, approval limits, reporting and access for each unit. Processes involving different companies, currencies or accounting systems need explicit rules for record sharing and financial handover rather than a single generic workflow."}],"related_services":["software","inventory","portals","integrations","mobile","analytics"],"related_industries":["retail","industrial","media","technology","agribusiness","professional","research"],"url":"https://oobconsulting.com/en/services/enterprise-solutions/","enquiry_url":"https://oobconsulting.com/en/contact/?service=enterprise"},{"id":"integrations","name":"Integrations & data","description":"Integration is a core part of our work. We connect Salesforce, mobile apps, websites, messaging and business systems so the right information reaches the right place.","capabilities":["APIs, webhooks & connected workflows","Data migration","Synchronization & reliability","Reporting-ready information","Event-driven & scheduled updates","Data mapping & reconciliation","Connection security & monitoring","Documents, signatures & business platforms","API lifecycle & secure access"],"capability_details":[{"name":"APIs, webhooks & connected workflows","description":"Connect CRM, finance, ecommerce and operational systems through supported REST or SOAP APIs, webhooks, events and batch interfaces. Compare direct connections with middleware, including MuleSoft where appropriate, based on transformation needs, traffic, monitoring and who will maintain the interfaces."},{"name":"Data migration","description":"Plan field mapping, cleanup, external identifiers and record relationships before migration. Rehearse imports with sample data, reconcile results and agree the cutover and recovery steps before moving live records."},{"name":"Synchronization & reliability","description":"Define one-way or two-way updates and which system wins when values conflict. Plan retries, duplicate prevention and reconciliation so interrupted transfers can recover without overwriting valid changes."},{"name":"Reporting-ready information","description":"Prepare consistent customer, product, order and activity data for operational reports or a data warehouse. Standardise currencies, time zones and status values, retain useful history, and expose reconciliation results so reporting teams can explain missing or late records."},{"name":"Event-driven & scheduled updates","description":"Use events for time-sensitive changes and scheduled batches for larger transfers. Agree update delays, API limits and how to handle duplicate or out-of-order messages."},{"name":"Data mapping & reconciliation","description":"Agree identifiers, formats and which system owns each field. Compare source and destination records after migrations or transfers, and make discrepancies traceable."},{"name":"Connection security & monitoring","description":"Limit integration access, protect credentials and verify incoming notifications. Add error alerts and a documented way to replay failed work without creating duplicate records."},{"name":"Documents, signatures & business platforms","description":"Connect document generation, e-signature, document storage and finance or ERP tools to CRM workflows. Keep document versions, signing status and business records aligned using supported connectors or APIs."},{"name":"API lifecycle & secure access","description":"Use dedicated integration identities, OAuth or the provider’s supported authentication, with narrowly scoped permissions. Plan credential rotation, API version changes and contract tests. Document payloads, limits and troubleshooting so another team can operate the connection after handover."}],"implementation_context":"We map the data flow first: which system owns each record, what triggers an update, who may access it and what happens when a connection fails. The integration design follows those decisions.","faqs":[{"question":"Can you integrate a system you have not worked with before?","answer":"Yes, if it provides a suitable way to connect. We first review its APIs, access requirements and limits, then explain what the integration will involve."},{"question":"Can every update happen in real time?","answer":"Not always, and not every process needs it. Source APIs, event support, volume and rate limits determine the options. We agree an acceptable delay for each data flow and how users can see the latest successful update."},{"question":"What do you need to estimate an integration?","answer":"API documentation, sample records, access to test systems and your required workflows. Record volumes, one-way or two-way updates, migration history and recovery requirements affect the estimate."},{"question":"Can you connect a legacy system without an API?","answer":"Sometimes. We assess supported file exports, secure file transfer, database access or an existing connector before proposing a solution. These options can suit scheduled exchanges, but they have different security, timing and maintenance requirements. If no reliable interface exists, we explain the limitation before committing."}],"related_services":["salesforce","mobile","ecommerce","analytics"],"related_industries":["retail","realEstate","industrial","healthcare","media","technology","agribusiness","professional","research"],"url":"https://oobconsulting.com/en/services/integrations-data/","enquiry_url":"https://oobconsulting.com/en/contact/?service=integrations"},{"id":"analytics","name":"Data analytics","description":"We turn data from Salesforce and your other business systems into reports your teams can use. Track sales, marketing, service and operations without having to piece everything together in spreadsheets.","capabilities":["Dashboards & business reporting","Salesforce analytics","Reporting across systems","Data preparation & reliable measures","Shared definitions & historical trends","Access, refresh monitoring & handover","Forecasts, alerts & deeper analysis"],"capability_details":[{"name":"Dashboards & business reporting","description":"Build dashboards around decisions such as which deals need attention, why requests are delayed or where stock is running low. Include filters, drill-downs, targets and period comparisons, with clear metric definitions and a route back to the underlying records."},{"name":"Salesforce analytics","description":"Configure Salesforce report types, filters, formulas, dashboards and subscriptions for sales, campaigns, service and operations. Check record visibility and dashboard running-user settings. Assess CRM Analytics, Tableau or another BI tool when native reports do not cover the required analysis."},{"name":"Reporting across systems","description":"Bring together information from Salesforce, ecommerce, mobile apps and other sources so teams can follow a customer journey or business process across systems."},{"name":"Data preparation & reliable measures","description":"Clean and structure reporting data, agree how each metric is calculated and set up refresh schedules and access rules."},{"name":"Shared definitions & historical trends","description":"Agree what measures such as revenue, conversion and resolution time actually include. Model dates and relationships so teams can compare periods without double-counting records."},{"name":"Access, refresh monitoring & handover","description":"Limit reports to the audiences and records each user may see. Make refresh failures visible, document calculations and help report owners maintain the dashboard after handover."},{"name":"Forecasts, alerts & deeper analysis","description":"Where the data supports it, analyse customer cohorts, funnels, recurring patterns and forecasts. Configure thresholds or scheduled reports so useful findings reach the right team. Compare predictions with actual outcomes and show assumptions instead of presenting an estimate as a guaranteed result."}],"implementation_context":"We start with the questions your team needs to answer. Then we check the available data, agree the definitions and build a first set of reports. We review the numbers against source records with your team before adding more dashboards.","faqs":[{"question":"Does all our data need to be in Salesforce?","answer":"No. We can report on Salesforce data or bring together data from several systems. The approach depends on the sources, access permissions and how often the reports need to update."},{"question":"Can you improve our existing reports?","answer":"Yes. We can review the calculations, filters, data sources and access rules, then fix gaps or simplify reports that are difficult to use."},{"question":"How often can dashboards update?","answer":"That depends on the source systems and reporting tools. We agree the refresh schedule for each use case and make the last update clear, so teams know how current the figures are."},{"question":"Do we need a new reporting platform?","answer":"Not necessarily. Salesforce reports may cover the requirement, while cross-system or larger datasets can need a BI tool or data warehouse. We assess the data, existing licences, refresh needs and who will maintain the reports before choosing."}],"related_services":["sales","service","marketing","inventory","integrations"],"related_industries":["retail","realEstate","industrial","healthcare","media","technology","agribusiness","professional","research"],"url":"https://oobconsulting.com/en/services/data-analytics/","enquiry_url":"https://oobconsulting.com/en/contact/?service=analytics"},{"id":"ecommerce","name":"Ecommerce","description":"We build ecommerce websites and mobile apps for selling to consumers (B2C), businesses (B2B), or both. We connect the shopping experience to customer records, stock and order processing.","capabilities":["Web & mobile shopping","Customer & CRM connections","Orders & stock workflows","Payments & third-party services","Catalogues, search & promotions","Delivery, returns & customer updates","Business buying & repeat orders","Storefront SEO & conversion measurement"],"capability_details":[{"name":"Web & mobile shopping","description":"Build responsive product pages, baskets and checkout for mobile and desktop. Support guest or account-based shopping, with clear validation and order confirmation around the way your customers buy."},{"name":"Customer & CRM connections","description":"Link customers, orders and service requests to Salesforce or your CRM. Give sales and support teams the purchase history and delivery status they need to answer questions and follow up."},{"name":"Orders & stock workflows","description":"Agree where products, stock and orders are managed, then connect reservations, fulfilment and cancellations. Define update timing and failed-order handling to keep storefront availability and operational records aligned."},{"name":"Payments & third-party services","description":"Connect payment providers and delivery services that support your markets and business needs."},{"name":"Catalogues, search & promotions","description":"Organise products, variants, categories, filters and search, with useful product descriptions and images. Configure discounts, promotion rules and customer pricing within the selected platform. Keep product identifiers and availability consistent across storefront, CRM and stock systems."},{"name":"Delivery, returns & customer updates","description":"Connect shipping choices, tracking and order notifications. Define partial fulfilment, cancellations, returns and refunds so the storefront and operations team show consistent status."},{"name":"Business buying & repeat orders","description":"If you sell to other businesses, we can add company accounts, customer-specific catalogues, quote requests and repeat ordering, according to your platform and payment options."},{"name":"Storefront SEO & conversion measurement","description":"Plan readable product and category URLs, titles, canonical pages, sitemaps and supported product structured data. Preserve relevant URLs with redirects during migration. Configure agreed analytics and consent choices to measure product views, checkout steps and completed orders without counting a payment attempt as a sale."}],"implementation_context":"We map the journey from product discovery to order handling, including the exceptions: unavailable stock, failed payments and changes after purchase.","faqs":[{"question":"Can the website and app use the same business data?","answer":"Yes, with an agreed source of truth and integration design. Access rules and update timing need to be defined for each channel."},{"question":"Can you improve or migrate our existing store?","answer":"We first review the platform, product and customer data, integrations and current URLs. Migration planning includes redirects, order history and testing, with customer passwords and payment details handled according to platform constraints."},{"question":"What must be ready before launch?","answer":"Approved product content, pricing, shipping and return rules, payment-provider access and operational owners. We test complete orders and failures; legal terms, tax decisions and provider approval remain with your business and advisers."},{"question":"Can one store support several languages or markets?","answer":"Where the platform supports it, we can configure language versions, currencies, market-specific catalogues and shipping choices. Your business supplies approved translations, tax and pricing rules. We test Arabic layouts, address formats and checkout in each agreed market, and confirm payment-provider availability before launch."}],"related_services":["mobile","payments","inventory","loyalty","integrations"],"related_industries":["retail","technology","agribusiness"],"url":"https://oobconsulting.com/en/services/ecommerce/","enquiry_url":"https://oobconsulting.com/en/contact/?service=ecommerce"},{"id":"payments","name":"Payment solutions","description":"We integrate payment gateways with websites, mobile apps and Salesforce. Give customers a clear way to pay, then keep your team informed about successful payments, failures and refunds.","capabilities":["Payment gateway integration","Payments connected to Salesforce","Failures, refunds & disputes","Payment records & reporting","Hosted checkout & payment methods","Subscriptions & saved payment methods","Verified payment updates","Payment links, authorisation & capture"],"capability_details":[{"name":"Payment gateway integration","description":"Connect your chosen provider to a website or app, using its supported checkout tools and payment methods."},{"name":"Payments connected to Salesforce","description":"Link transaction references and payment status to the relevant customer, order or business record so sales and service teams can follow up."},{"name":"Failures, refunds & disputes","description":"Connect failed payments, partial or full refunds and dispute notifications to the relevant order. Give staff a clear review and follow-up workflow using the provider’s supported features."},{"name":"Payment records & reporting","description":"Reconcile provider transactions, fees, refunds and settlement references with orders and invoices. Identify partial payments, missing notifications and currency differences, and prepare the agreed export or integration for your finance team. The payment provider remains responsible for settlement."},{"name":"Hosted checkout & payment methods","description":"Use provider-hosted pages or supported payment components for card entry. Add wallets or local methods where the provider supports your business, countries and currencies."},{"name":"Subscriptions & saved payment methods","description":"Connect recurring charges, renewals and failed-payment follow-up when supported. Use provider tokens for saved methods; agree cancellation and customer-consent flows before implementation."},{"name":"Verified payment updates","description":"Verify provider notifications and process repeated events safely. Confirm the payment on the server before marking an order paid, including delayed and out-of-order updates."},{"name":"Payment links, authorisation & capture","description":"Add provider-hosted payment links for quotes or invoices where supported. If the business needs to reserve funds before dispatch, assess separate authorisation and capture, expiry and cancellation flows. Test additional authentication, abandoned checkout and delayed confirmation before releasing goods or services."}],"implementation_context":"We start with your payment provider, the customer journey and the systems that need payment updates. We test successful payments, failures, refunds and repeated notifications in a test environment before preparing the connection for launch.","faqs":[{"question":"Can you work with our existing payment provider?","answer":"We review its integration tools and the payment methods you need first. The provider must support your business, countries and currencies; the connection is then built around what its APIs allow."},{"question":"Can payment updates appear in Salesforce?","answer":"Yes. We can connect payment status and transaction references to Salesforce records and trigger the follow-up actions your team agrees on."},{"question":"Does OOB process the payments?","answer":"Your payment provider processes the transaction. OOB builds the connection between that provider, the customer experience and your business systems."},{"question":"Can customers pay without our systems storing card details?","answer":"Yes, using an appropriate hosted or tokenised integration. Card entry and storage can remain with the provider, while your systems keep references and status. The final design and compliance responsibilities depend on the provider and integration selected."}],"related_services":["ecommerce","integrations","analytics","salesforce"],"related_industries":["retail","technology","professional","research"],"url":"https://oobconsulting.com/en/services/payment-solutions/","enquiry_url":"https://oobconsulting.com/en/contact/?service=payments"},{"id":"inventory","name":"Inventory management solutions","description":"We build inventory workflows for purchasing, receiving, sales and stock movements. Connect them to Salesforce, your website and mobile apps so teams work from the same product and stock records.","capabilities":["Stock levels & movements","Purchasing & receiving","Sales, orders & fulfilment","Stock checks & reporting","Barcodes & warehouse tasks","Lots, serial numbers & expiry","Replenishment, returns & exceptions","Picking, packing & warehouse exceptions"],"capability_details":[{"name":"Stock levels & movements","description":"Track products, quantities and stock locations. Record receipts, transfers and adjustments with a history of what changed."},{"name":"Purchasing & receiving","description":"Manage purchase orders, expected deliveries and goods received. Set reorder alerts and approval steps around the way your purchasing team works."},{"name":"Sales, orders & fulfilment","description":"Connect customer orders to stock availability, reservations and dispatch. Share the agreed updates with your ecommerce website and mobile app."},{"name":"Stock checks & reporting","description":"Plan full inventories and cycle counts by location or product group. Record the counted quantity, investigate variances and approve adjustments without losing the movement history. Report available, reserved and incoming stock alongside low-stock and slow-moving items."},{"name":"Barcodes & warehouse tasks","description":"Use scanning for receiving, picking, transfers and counts where the equipment and platform support it. Match product identifiers, units and packaging to how staff handle goods."},{"name":"Lots, serial numbers & expiry","description":"Add batch or serial tracking when products need traceability. Include expiry dates and an agreed picking rule where relevant, with a history of receipts, movements and returns."},{"name":"Replenishment, returns & exceptions","description":"Define minimum stock levels, replenishment proposals and supplier lead times. Handle damaged goods, returns and adjustments with clear approval and stock-status rules."},{"name":"Picking, packing & warehouse exceptions","description":"Define storage locations, picking steps, packing and dispatch confirmation around how orders are fulfilled. Handle partial picks, backorders and transfers between locations. Agree how damaged, returned or quarantined items affect sellable stock before they reach the storefront."}],"implementation_context":"We map how products enter, move through and leave your business. Then we agree where stock records live and when connected systems update. We check the workflow with real scenarios such as partial deliveries, returns and stock corrections before handing it over to your team.","faqs":[{"question":"Can the inventory solution run on Salesforce?","answer":"Yes. We can build purchasing and stock workflows in Salesforce and connect them to sales, customer records, websites and apps. The design depends on your product data and operating needs."},{"question":"Can you connect an inventory system we already use?","answer":"Yes, where the system provides suitable integration access. We agree which system owns each record and how updates, errors and conflicting quantities are handled."},{"question":"Can it cover more than one stock location?","answer":"We can include multiple locations, stock transfers and location-specific permissions in the agreed scope. We define the movements and reporting your team needs before building them."},{"question":"What data is needed to get started?","answer":"A product list with identifiers and units, locations, opening quantities and examples of purchases, sales and returns. We reconcile starting balances and agree the cutover process; accounting valuation or complex manufacturing needs a separate scope."}],"related_services":["enterprise","ecommerce","mobile","integrations","analytics"],"related_industries":["retail","agribusiness"],"url":"https://oobconsulting.com/en/services/inventory-management/","enquiry_url":"https://oobconsulting.com/en/contact/?service=inventory"},{"id":"partners","name":"Delivery partnerships","description":"We work alongside Salesforce partners on configuration, custom development, integrations and data. Bring us in for a specific part of a project or as part of a larger implementation team.","capabilities":["Salesforce implementation support","Integrations & data work","Mobile & web connections","Testing, releases & handover","Technical review & delivery planning","Team collaboration & continuity","Discovery, estimation & technical validation"],"capability_details":[{"name":"Salesforce implementation support","description":"Contribute configuration, Flow, Apex, Lightning components and specialist Salesforce workflows within your project architecture. Agree technical standards, review ownership and acceptance criteria so the contribution fits the implementation your team is responsible for."},{"name":"Integrations & data work","description":"Connect systems, migrate records and resolve data issues as part of your wider implementation."},{"name":"Mobile & web connections","description":"Bring mobile apps, websites and APIs into projects that extend beyond Salesforce."},{"name":"Testing, releases & handover","description":"Contribute unit and integration checks, defect resolution, user-acceptance support and release preparation. Work through your sandbox, repository and deployment practices. Hand over configuration notes, code, test evidence and unresolved items so responsibility transfers clearly."},{"name":"Technical review & delivery planning","description":"Review an existing design, dependencies and technical risks with your lead team. Break the agreed scope into deliverables with clear acceptance criteria and review points."},{"name":"Team collaboration & continuity","description":"Work through agreed repositories, issue tracking and review practices. Document decisions and open items so your team can continue the work after our contribution ends."},{"name":"Discovery, estimation & technical validation","description":"Help validate a difficult integration, migration or custom requirement before the wider build. Review sample data and constraints, prepare a focused proof of concept where useful, and document assumptions and dependencies for your project estimate and client discussions."}],"implementation_context":"We agree the scope, responsibilities and review points before starting. That includes how we work with your team, who handles client communication and the confidentiality arrangements for the project. We can take on a defined piece of work or contribute to a larger implementation.","faqs":[{"question":"Can you join an existing project?","answer":"Yes. We review the current setup, work already completed and outstanding requirements with your team, then agree where we can contribute."},{"question":"Can we start with one part of a project?","answer":"Yes. That could be an integration, a custom feature or a data migration. We agree the expected result, dependencies and handover before work begins."},{"question":"Can you work under our delivery brand?","answer":"We can agree a delivery arrangement that fits your client relationship, including who attends meetings and presents the work. Confidentiality, attribution, access and client communication are settled before starting."},{"question":"How do you estimate capacity and handover?","answer":"We review the backlog, required skills, environments, review availability and deadline. Availability, support after handover and responsibility for final acceptance are agreed for the engagement; they are not assumed to be unlimited."}],"related_services":["salesforce","customization","integrations","mobile"],"related_industries":[],"url":"https://oobconsulting.com/en/services/partners/","enquiry_url":"https://oobconsulting.com/en/contact/?service=partners"},{"id":"software","name":"Custom software solutions","description":"We build web applications and internal tools for work that your existing software does not cover. We can start from a new idea, add features to an application or connect it to Salesforce and other systems.","capabilities":["Web applications","Tools for your teams","Extensions and connected workflows","Existing software, improved","Sign-in, permissions & audit history","Migration & reliable background work","Testing, hosting & maintainable delivery","Product discovery & practical prototypes"],"capability_details":[{"name":"Web applications","description":"Build browser-based customer accounts, self-service applications, booking or request workflows and searchable records. Plan responsive screens, forms, file uploads and the administrative tools needed to manage the application, including multilingual interfaces where required."},{"name":"Tools for your teams","description":"Replace scattered spreadsheets and manual handovers with shared queues, status tracking and approvals. Include search, imports and exports, notifications and reporting that help staff complete the whole task, with an agreed way to handle exceptions."},{"name":"Extensions and connected workflows","description":"Add features around existing platforms and connect application data through APIs, including Salesforce, mobile apps and other business systems."},{"name":"Existing software, improved","description":"Review the code, user journeys and deployment setup of an existing application. Prioritise recurring defects, slow workflows and missing features, then test improvements against the behaviour your users rely on."},{"name":"Sign-in, permissions & audit history","description":"Define user roles, account access and approval rights. Add a useful history of important changes so teams can understand who changed a record and why."},{"name":"Migration & reliable background work","description":"Import existing records and documents with validation. Plan scheduled jobs, notifications and retries so long-running tasks can complete without blocking the user."},{"name":"Testing, hosting & maintainable delivery","description":"Test key workflows, access rules and agreed accessibility and performance needs. Prepare deployment, monitoring, recovery guidance and technical documentation for the team maintaining the software."},{"name":"Product discovery & practical prototypes","description":"Turn requirements into user journeys, a prioritised backlog and prototypes for the critical screens. Compare extending an existing tool with a custom build. Agree measurable acceptance criteria for speed, access, usability and workload before choosing the first release."}],"implementation_context":"We start with the users, the workflow and the systems the application must work with. We agree the scope, validate the important screens and interactions, then build in manageable stages with testing, documentation and handover.","faqs":[{"question":"Does the software have to run on Salesforce?","answer":"No. A solution can run independently, extend Salesforce or connect several systems. We choose the approach around the users, existing platforms and requirements."},{"question":"Can you take over an existing application?","answer":"We can assess its code, documentation and deployment setup first. That review establishes what can be maintained, what needs changing and the access required before agreeing the work."},{"question":"Can we start with a focused feature or first version?","answer":"Yes. A focused first phase can validate an important workflow before a wider build. We agree what it needs to demonstrate and what belongs in later stages."},{"question":"What is handed over, and what happens after launch?","answer":"We agree repository access, source-code ownership, deployment accounts and documentation in the project terms. Hosting, third-party licences, maintenance and support are identified separately so ongoing responsibilities are clear."}],"related_services":["customization","enterprise","integrations","mobile"],"related_industries":["realEstate","professional","research"],"url":"https://oobconsulting.com/en/services/custom-software/","enquiry_url":"https://oobconsulting.com/en/contact/?service=software"}],"industries":[{"id":"retail","name":"Retail & distribution","description":"A sale depends on more than the customer record. Prices, availability, delivery and service all shape the promise you make. OOB Consulting connects Salesforce with the business applications that help retail and distribution teams keep that promise visible and manageable.","capabilities":[{"name":"Customers and trade accounts","description":"Bring customer contacts, buying history, branch relationships and account responsibilities together. Distinguish retail customers from trade accounts, including delivery locations and agreed commercial terms."},{"name":"Products, variants and price lists","description":"Structure product references, variants, pack sizes and units of sale. Manage customer-specific prices and discount approvals using a clear source of truth, so quotations reflect the right product and commercial terms."},{"name":"Quotations, orders and repeat purchases","description":"Keep quote revisions, approved prices and customer decisions with the order. Support repeat-order preparation and track changes or cancellations before they reach fulfilment and finance."},{"name":"Stock visibility and reservations","description":"Distinguish physical stock, reserved quantities and what is available to promise. Where you hold goods for customers, keep customer-owned inventory separate from stock for sale. Use warehouse or ERP data as the agreed source."},{"name":"Delivery status and order exceptions","description":"Connect dispatch, delivery references and partial fulfilment to the customer’s order. Make shortages, backorders and changed delivery dates visible to the people responsible for customer communication."},{"name":"Returns, warranty and after-sales requests","description":"Link a service request to the original product and order, including serial or batch references where maintained. Track assessment, approval, replacement or refund handover with clear ownership and customer updates."},{"name":"Ecommerce and self-service connections","description":"Connect website orders and customer enquiries to the CRM. Where useful, provide an authenticated customer or trade portal for agreed order information and service requests, with access restricted to that customer’s records."},{"name":"Retention, campaigns and loyalty","description":"Use purchase history and stated preferences to define relevant customer segments and follow-up. If a loyalty programme is needed, agree earning, redemption and tier rules, then assess the required product licences and connections."},{"name":"Invoices, payments and recurring charges","description":"Connect order and invoice references, payment status and agreed billing schedules. For storage or other recurring services, define the charge basis and review process before generating billing data for the responsible finance system."},{"name":"Commercial and operational reporting","description":"Follow sales by customer, product or channel alongside open orders, fulfilment exceptions and service demand. Report on repeat purchases and margins only where reliable purchase and cost data support those measures."}],"url":"https://oobconsulting.com/en/industries/retail-distribution/","enquiry_url":"https://oobconsulting.com/en/contact/?industry=retail","related_services":["sales","customization","inventory","ecommerce","loyalty","marketing","portals","service","integrations","analytics","enterprise"],"implementation_context":"Salesforce can organise the customer-facing workflow while an ERP, warehouse platform, payment provider or ecommerce system remains responsible for its own records. We define ownership, update frequency, reconciliation and failure handling before connecting them. Point-of-sale, warehouse and finance replacement are separate scope decisions.","faqs":[{"question":"Can this support both retail and wholesale customers?","answer":"Yes. We can define separate account types, pricing, approval and fulfilment rules while keeping a shared customer and product structure where appropriate."},{"question":"Will Salesforce replace our ERP or inventory system?","answer":"Not by default. We first identify what should remain in each system and what your sales or service team needs to see. A connection may be enough; replacement needs its own business case and implementation scope."},{"question":"Can we manage goods stored on behalf of customers?","answer":"That can be designed as a distinct workflow. Ownership, storage location, reserved quantities, release approval and any storage charges must be defined separately from stock owned by your business for resale."},{"question":"What should we prepare for a first discussion?","answer":"Bring a typical order journey, your product and pricing structure, and a list of the systems handling stock, delivery and finance. Include the exceptions that create the most manual work for your team."}]},{"id":"realEstate","name":"Real estate","description":"A property enquiry is the start of a relationship. OOB Consulting configures Salesforce and connected applications so your team can connect customer requirements, property information and agent activity throughout the sales or rental process.","capabilities":[{"name":"Enquiries with an owner and a next step","description":"Record the enquiry source, customer requirements and responsible agent. Define qualification stages and follow-up tasks so new enquiries and ongoing discussions can be managed in the same pipeline."},{"name":"Properties connected to people","description":"Structure property details, availability and relevant customer relationships. Link buyers, tenants, owners and their requirements to the records your team uses, with fields and views adapted to your brokerage."},{"name":"Buyer requirements and property matching","description":"Capture location, budget, property type, size and must-have criteria. Build a shortlist from current listings and keep each customer’s feedback against the properties considered. Review existing matching tools before designing custom rules."},{"name":"Viewings and follow-up in context","description":"Connect appointments, viewing notes and next actions to the customer and property. Help another agent continue a discussion with the relevant history, subject to the access rules you agree."},{"name":"Offers, negotiation and closing milestones","description":"Keep offers, counteroffers and agreed terms connected to the property and parties. Track outstanding documents, responsible people and expected closing dates, with a clear distinction between an active negotiation and a completed transaction."},{"name":"Documents built from maintained records","description":"Prepare property summaries and other agreed PDF documents from CRM fields. Define templates, required information and review steps so teams do not repeatedly copy the same details into separate files."},{"name":"Data that can be trusted and connected","description":"Plan the migration of existing contacts and properties, including field mapping, duplicate handling and validation. Assess connections to your existing tools against their available interfaces and the permissions needed."},{"name":"Enquiry, property and team reporting","description":"Monitor enquiries by source, overdue follow-up, viewings, offers and completed deals. Compare pipeline by agent or branch and identify listings that need attention, using agreed stage definitions and records your team maintains."},{"name":"Controlled access to client and property details","description":"Define what agents, branch managers and support teams can see or edit. Separate public listing information from private owner details, negotiation notes and commercial terms; test those boundaries with representative user roles."},{"name":"Improve the CRM your agents actually use","description":"Review layouts, automation, permissions and recurring support issues before adding more complexity. Prioritise changes with users, test them with representative records and support adoption after release."}],"url":"https://oobconsulting.com/en/industries/real-estate/","enquiry_url":"https://oobconsulting.com/en/contact/?industry=realEstate","related_services":["sales","customization","integrations","analytics","support"],"implementation_context":"Your CRM should reflect your property model, team responsibilities and existing systems. We can assess an existing Salesforce environment, including Propertybase where it is already in use, before proposing configuration or integration work. Website and property-portal connections need a separate review of access, data ownership and available APIs.","faqs":[{"question":"Do we need a new CRM?","answer":"Not necessarily. We first review your current setup and the problems your team encounters. A focused improvement to data, automation or layouts may be more useful than a replacement."},{"question":"Can you work with our existing Propertybase environment?","answer":"We can review the Salesforce environment and the Propertybase configuration you use. The first step is to understand the installed packages, existing customisations, licences and access before agreeing changes."},{"question":"Can we bring in existing contacts and property records?","answer":"Yes, subject to reviewing the source data. We agree the field mapping, ownership and duplicate rules, then validate a sample migration before moving the agreed records."},{"question":"What should we prepare for a first discussion?","answer":"Bring an example enquiry, a typical property record and the steps from first contact to viewing and follow-up. A list of existing systems and the main difficulties agents face will help define a practical first scope."}]},{"id":"industrial","name":"Construction & engineering","description":"A project can involve an owner, consultant, contractor and several suppliers before an order is placed. OOB Consulting configures Salesforce and connected applications so engineering firms and building-material suppliers can follow those relationships, commercial decisions and commitments in one place.","capabilities":[{"name":"Projects and stakeholder relationships","description":"Link the project, site and relevant organisations, including the owner, consultant, main contractor and purchasing company. Record each contact’s role and influence, and distinguish who specifies, approves, orders and pays rather than treating every person as the same buyer."},{"name":"Tenders, bids and opportunity follow-up","description":"Track qualification, submission deadlines, required documents, clarifications and the next commercial action. Relate competing bids to the same underlying project so several contractor enquiries do not automatically become several expected project wins in the forecast."},{"name":"Specifications, selections and samples","description":"For building-material sales, keep the requested product, finish, dimensions, unit of measure and relevant technical documents with the project. Track samples, proposed alternatives and approval status; distinguish a product under consideration from an approved selection or confirmed order."},{"name":"Quotes, revisions and approvals","description":"Build branded quotations and PDF proposals from maintained customer, product and service records. Keep quantities, prices, discounts, validity and exclusions explicit. Track revisions and approval steps so the accepted version remains clear when scope or commercial terms change."},{"name":"Commercial handover and scope changes","description":"Pass the accepted scope, deliverables, key dates, documents and responsible contacts to the delivery team. Record later change requests with their commercial impact and approval status, keeping proposed additions separate from authorised work."},{"name":"Order, delivery and issue follow-up","description":"Connect customer orders and delivery updates to the project and site contact. Give teams a place to follow partial deliveries, missing items, replacements and warranty enquiries with an owner and next action. Confirm stock and promised dates against the system responsible for fulfilment."},{"name":"Site visits and mobile follow-up","description":"Adapt Salesforce mobile views for the information your commercial team needs during a visit: contacts, project status, notes, photos and follow-up tasks. Keep visit records with the relevant project and test the agreed mobile workflow with representative users and devices."},{"name":"Reliable records and connected systems","description":"Clean and migrate customer, project and product records, including duplicate handling and shared identifiers. Assess connections to finance, ERP or project tools so agreed order, invoice or delivery information can be consulted without maintaining conflicting copies. Define ownership, access and failed-update handling."},{"name":"Project pipeline and commercial reporting","description":"See open bids, quotes awaiting decisions, overdue follow-up and confirmed orders by project, territory or account manager. Review conversion and loss reasons, and distinguish estimated opportunity value from accepted orders and invoiced amounts. Bring in margin or collection figures only from validated financial data."}],"url":"https://oobconsulting.com/en/industries/construction-engineering/","enquiry_url":"https://oobconsulting.com/en/contact/?industry=industrial","related_services":["sales","customization","enterprise","service","integrations","analytics","training"],"implementation_context":"A CRM can organise project relationships and commercial follow-up while your engineering, estimating, scheduling and finance tools retain their own responsibilities. Agree which records belong in Salesforce, who can see confidential bids and pricing, and where technical documents are controlled. Start with one representative workflow, test permissions and train the people who will maintain it.","faqs":[{"question":"Does this cover building-material suppliers as well as engineering firms?","answer":"Yes, but their workflows differ. A supplier may need specifications, samples, quantities and delivery follow-up; an engineering firm may focus on project stakeholders, tenders, service proposals and handover. We select the processes that fit your business."},{"question":"Will Salesforce replace our project or engineering software?","answer":"Not by default. We first identify what each tool manages and where commercial information is missing or duplicated. Salesforce can hold agreed project and customer context while specialised tools continue to manage drawings, calculations, schedules or costing."},{"question":"How do you handle several bidders on the same project?","answer":"We can link the commercial discussions to a common project and identify the organisation making each request. Qualification and forecast rules then distinguish competing possibilities from separate orders, instead of adding every enquiry to the expected revenue."},{"question":"Can stock, invoices and delivery information come from our ERP?","answer":"We assess the ERP’s available interfaces, identifiers and access rights before agreeing a connection. The integration must define which system owns each field, how often updates run and how discrepancies are resolved. CRM users should not treat an old imported stock figure as a current delivery commitment."},{"question":"What should we bring to a first discussion?","answer":"Bring an anonymised project example, a recent quotation and its revisions, the people involved in approving it, and the steps after acceptance. Include your current tools and the recurring follow-up problems you want to solve."}]},{"id":"healthcare","name":"Healthcare & pharmaceuticals","description":"A patient support programme, a pharmacy network and a commercial team each need a clear way to coordinate their work. OOB Consulting builds Salesforce workflows, partner portals and integrations that connect the right people and information, with access designed around each person’s role.","capabilities":[{"name":"Patient support programmes (PSP)","description":"Connect referrals, eligibility review, enrolment and consent records with the participant’s programme history. Assign a coordinator, plan follow-up and track milestones, support tasks and missing documents. Give teams clear queues for overdue actions, with defined approval and withdrawal steps."},{"name":"Pharmacy and partner portals","description":"Provide authenticated access for pharmacies and authorised partners to submit requests, supply documents and follow status updates. Define partner onboarding, staff roles and the records each organisation can see; share only the participant or programme details needed for the agreed task."},{"name":"Professional relationships and field-team activity","description":"Connect healthcare professionals, institutions and distributors through their roles and affiliations. Keep account ownership, contact preferences and interaction history together. Plan visits and follow-up, record outcomes and show managers outstanding commitments across their teams."},{"name":"Commercial enquiries, products and quotations","description":"Route website and partner enquiries to the responsible team, then track qualification, proposals and decisions. Connect product references, agreed prices and customer terms to quotation templates. Define discount and revision approvals before issuing commercial documents."},{"name":"Service requests with a responsible team","description":"Track customer questions and operational issues with a category, priority, owner and status. Route requests to the appropriate team, keep the response history together and identify cases that need escalation."},{"name":"Order and customer context from other systems","description":"Assess API connections to order, finance or specialist platforms so users can see the information needed for follow-up. Agree which system owns each record, what can be updated and how failed or duplicate updates are handled."},{"name":"Programme, commercial and service reporting","description":"Track enrolments, incomplete applications, follow-up workload and partner response times alongside separate commercial dashboards. Agree how each metric is calculated, control access to participant-level detail and reconcile figures from connected systems."},{"name":"Purpose-based access and data handling","description":"Separate commercial contact data from sensitive information and give each role only the access it needs. Define required fields, retention and permitted exports, then test permissions and automation with representative users before release."}],"url":"https://oobconsulting.com/en/industries/healthcare-pharmaceuticals/","enquiry_url":"https://oobconsulting.com/en/contact/?industry=healthcare","related_services":["portals","service","customization","sales","integrations","analytics","support"],"implementation_context":"Programme coordination and partner access must be designed around the information each role genuinely needs. Clinical records, prescribing, dispensing and safety reporting retain their specialist requirements and accountable teams. We agree those boundaries, consent handling and existing product licences before deciding what belongs in Salesforce or a connected portal.","faqs":[{"question":"Can a PSP include a pharmacy or partner portal?","answer":"Yes. We can design the programme workflow and portal together, from partner registration and role-based access to requests, documents and status tracking. The data shared, consent process, programme rules and required licences are agreed before implementation."},{"question":"Is this only for hospitals or clinics?","answer":"No. The scope can support healthcare businesses, pharmaceutical companies and distributors managing professional relationships and commercial operations. We define the workflows for your organisation instead of assuming one model fits every business."},{"question":"Do we need Health Cloud or a specialist Salesforce product?","answer":"That depends on the required data and workflows. We review the existing environment and compare standard configuration, custom development and separately licensed products before recommending a solution. Specialist product licences are not assumed to be included."},{"question":"Can you improve our existing Salesforce setup?","answer":"Yes. We can review data quality, account structure, permissions, automation and integrations, then agree priorities with your team. Migration, training and support are planned around the changes actually needed."},{"question":"What should we bring to a first discussion?","answer":"Bring a typical customer journey, the teams involved and a list of existing systems. Use anonymised examples to explain where follow-up breaks down, which reports matter and what information each role needs."}]},{"id":"media","name":"Media & advertising","description":"An advertiser’s brief moves between sales, operations and finance. OOB Consulting configures Salesforce and connected applications so your teams can follow the same client, commercial terms and next steps as that work moves forward.","capabilities":[{"name":"Advertisers, agencies and opportunities","description":"Connect the advertiser, agency, decision-makers and contracting entity. Give sales teams a consistent way to record the brief, proposed scope, expected dates and next action."},{"name":"Media products and rate cards","description":"Organise the formats, locations, durations and commercial units your team sells. Keep standard rates, negotiated prices and validity dates together; where availability lives in a booking platform, identify that source before promising inventory."},{"name":"Quotes and commercial documents","description":"Build documents from approved Salesforce data, with the right legal entity, currency, discounts and branding. Define who can change commercial terms and how a revised document is approved."},{"name":"Bookings and campaign changes","description":"Turn approved commercial terms into a record of what was booked, for whom and for which dates. Track amendments, cancellations and their approval so sales and operations work from the same accepted version."},{"name":"Creative approvals and delivery handover","description":"Connect the brief to creative-file references, client approval, material deadlines and responsible people. Track missing assets and outstanding actions; use delivery confirmations or proof-of-posting references when relevant to the media format."},{"name":"Billing handover and payment visibility","description":"Pass approved customer, entity, order and billing details to finance. Bring back invoice references and payment status where the accounting system supports it, with agreed reconciliation rules. Keep financial posting in the system responsible for it."},{"name":"Reports that use agreed definitions","description":"Give managers useful views of pipeline, won business and follow-up by team, entity or market. Keep booked sales, invoiced amounts and cash received distinct, and reconcile any figures imported from finance."},{"name":"Reliable imports and connected systems","description":"Map customer and commercial data between Salesforce and the tools your teams already use. Agree ownership, matching rules, refresh frequency and error handling before building imports or automated data flows."},{"name":"Permissions and ongoing improvement","description":"Set access around responsibilities and entity boundaries. Test reporting, documents and workflows with the people who use them, then keep the configuration useful as your commercial processes change."}],"url":"https://oobconsulting.com/en/industries/media-advertising/","enquiry_url":"https://oobconsulting.com/en/contact/?industry=media","related_services":["sales","customization","integrations","analytics","enterprise","support"],"implementation_context":"Salesforce can hold the customer and commercial context while specialist platforms continue managing media buying, placements or delivery. Any connection to an ad server or buying platform needs its own API, access and data assessment. The design should make clear which system is responsible for each activity.","faqs":[{"question":"Can this improve our existing Salesforce setup?","answer":"Yes. We can review the current data model, permissions, documents, reporting and integrations, then agree a focused improvement plan. A new implementation is only one possible starting point."},{"question":"Can different entities use different currencies and documents?","answer":"We review how each entity sells and reports before configuring currencies, document templates, discounts and access. Accounting rules and reporting definitions must be agreed with your finance team."},{"question":"Will this replace our advertising platforms?","answer":"The starting scope is customer relationships and commercial operations. Media buying and delivery can remain in their specialist systems. An integration is assessed separately against the workflow, available interfaces and required permissions."},{"question":"What should we bring to a first discussion?","answer":"Bring an example of how a brief becomes a quote, how a won deal reaches operations, and which reports managers use. A list of systems and a description of recurring handover problems help us identify a useful first scope."}]},{"id":"technology","name":"Technology & telecommunications","description":"Technology and telecom sales involve more than a product and a price. Technical requirements, customer sites, contract terms and support commitments all matter. OOB Consulting configures Salesforce and connects business systems so commercial, delivery and service teams can follow the same customer relationship.","capabilities":[{"name":"Customer accounts, sites and stakeholders","description":"Connect parent companies, subsidiaries, customer locations and the people responsible for buying, technical approval and billing. Assign account ownership and keep each opportunity with the correct contracting entity and service location, especially when one customer has several sites."},{"name":"Enquiries and technical qualification","description":"Capture the business need, current systems, required users or locations, budget and decision process. Track demonstrations, technical assessments and proofs of concept with an owner and agreed success criteria. For connectivity offers, record the provider’s confirmed service availability before making a delivery promise."},{"name":"Products, service packages and quotations","description":"Structure hardware, licences, implementation work and recurring services in the quotation. Make quantities, contract duration, one-off and recurring charges clear; retain revisions, discounts and approvals. Generate consistent proposal documents. Assess complex bundle rules or usage-based pricing separately rather than treating them as a simple price list."},{"name":"Sales handover and customer onboarding","description":"Carry the accepted scope, prerequisites, contacts and promised dates into onboarding. Track setup tasks, customer dependencies, acceptance and unresolved items. Bring delivery or activation status back from the responsible system so a won opportunity is not mistaken for a service already in operation."},{"name":"Installed services, contracts and renewals","description":"Keep the customer’s products or services linked to the relevant site, contract, support coverage and renewal dates. Assign renewal follow-up before notice deadlines and track upgrades, added users, amendments and cancellation requests. Separate proposed changes from confirmed service and billing changes, and retain the approval history."},{"name":"Support cases, coverage and escalations","description":"Link each case to the affected customer, product or service and agreed support coverage. Route work by product, severity or team; track response targets, escalations and customer updates. Connect engineering tickets where another system owns resolution, and keep approved knowledge articles available to the people handling repeat questions."},{"name":"Partner sales and customer self-service","description":"Where you sell through partners, organise referrals, deal registration and shared follow-up with clear account ownership. A portal can give authorised partners or customers access to their requests, documents and status updates. Define what each organisation can see before opening access; licensing and the portal’s role are agreed during scoping."},{"name":"Billing, delivery and support integrations","description":"Connect agreed customer, order, service and invoice references through the interfaces your systems provide. Establish which platform owns each record, how updates are matched and how failed synchronisations are retried or reconciled. Preserve identifiers during migration so sales and support can find the same customer without creating duplicates."},{"name":"Pipeline, recurring business and service reporting","description":"Review pipeline by product, territory or partner alongside onboarding delays, upcoming renewals and support trends. Agree how recurring contract value, invoiced revenue, expansion and cancellations are calculated. Keep commercial forecasts separate from recognised revenue and use validated billing data for financial measures."}],"url":"https://oobconsulting.com/en/industries/technology-telecommunications/","enquiry_url":"https://oobconsulting.com/en/contact/?industry=technology","related_services":["sales","customization","service","portals","enterprise","integrations","analytics"],"implementation_context":"Salesforce can coordinate the customer relationship while billing, provisioning and network operations remain in their specialist platforms. We assess the data model, interfaces, licences and permissions before deciding what belongs in CRM. Start with a representative sale-to-service workflow, validate the handovers and train the teams who maintain it.","faqs":[{"question":"Does this fit software companies, IT providers and telecom businesses?","answer":"Yes, with different priorities. A software business may focus on demonstrations, licences and renewals; an IT provider on projects and support contracts; a telecom business on customer sites, service availability and activation handover. We define the relevant workflow rather than applying one model to all three."},{"question":"Do we need Salesforce Communications Cloud?","answer":"Not necessarily. Many account, opportunity and support processes can be configured in the Salesforce products you already use. Complex telecom catalogues, pricing or order orchestration need a separate assessment of product fit, licensing and implementation; they are not assumed to be included in a standard CRM project."},{"question":"Can Salesforce manage subscriptions and recurring billing?","answer":"We can structure contract dates and renewal follow-up in CRM. Automated billing, usage rating, proration and revenue recognition are different requirements: they may stay in your billing platform or require additional products and integration. We agree the responsibilities before selecting a solution."},{"question":"Can sales and support share customer context while keeping restricted data private?","answer":"Yes. We define account and record access, sensitive fields and portal visibility around the roles involved. The useful shared context may include installed services and open cases, while negotiated pricing or restricted documents remain available only to authorised users. Permissions must be tested with representative roles."},{"question":"What should we prepare for an initial discussion?","answer":"Bring an anonymised example of a quote, contract and support request, plus the steps from sale to activation and renewal. List the systems that manage products, billing, delivery and support, and identify the handovers or repeated data entry causing the most work."}]},{"id":"agribusiness","name":"Agribusiness","description":"Your sales team needs to understand the customer’s requirement, the delivery window and the stock available. OOB Consulting connects customer management, commercial workflows and warehouse information so agribusiness teams can coordinate orders and follow-up across the season.","capabilities":[{"name":"Customers, growers and distribution partners","description":"Organise the people and organisations you buy from, sell to or work with. Connect contacts, locations, account responsibilities and enquiry history. Qualify new opportunities without losing the relationships between a grower, distributor and buying organisation."},{"name":"Seasonal sales planning","description":"Track expected quantities, product requirements and requested delivery windows by customer or territory. Separate early demand estimates from confirmed orders, and schedule follow-up before the relevant buying period rather than treating every opportunity as the same sales cycle."},{"name":"Products, quotations and commercial documents","description":"Define product references, grades or varieties where relevant, pack sizes and units of sale. Bring agreed prices, validity dates and customer terms into quotations and PDF documents, with controlled revisions and approval of exceptions."},{"name":"Warehouse and stock visibility","description":"Connect product quantities with warehouse locations, receipts, reservations and dispatches. Where your operation maintains lot or expiry records, preserve those references through stock movements. Agree units and conversion rules so teams compare like-for-like quantities."},{"name":"Orders, deliveries and exceptions","description":"Carry approved quantities and delivery requirements from the commercial record into fulfilment. Track partial deliveries, shortages, changes and cancellations against the original order, with named responsibility for informing the customer and resolving outstanding actions."},{"name":"Field activity and customer follow-up","description":"Keep planned visits, meeting notes, requests and follow-up tasks with the customer account. Route product or delivery questions to the responsible commercial or specialist team, and give colleagues the context they need when an account changes hands."},{"name":"Connected systems and reliable imports","description":"Assess API connections to warehouse, finance and existing business platforms. Map customer and product identifiers, clean migrated records and define duplicate checks, failed-update handling and reconciliation. Each system keeps an agreed responsibility for its data."},{"name":"Seasonal and operational reporting","description":"Compare pipeline and confirmed orders by period, territory, product or customer. Surface open deliveries, stock exceptions and overdue follow-up. Define common metrics and access permissions so sales, operations and management can work from consistent reports."}],"url":"https://oobconsulting.com/en/industries/agribusiness/","enquiry_url":"https://oobconsulting.com/en/contact/?industry=agribusiness","related_services":["sales","customization","inventory","enterprise","integrations","analytics","service"],"implementation_context":"CRM, warehouse management, finance and specialist agricultural systems have different responsibilities. We agree the records, integrations and controls required for your commercial process before choosing what to configure or build. Agronomic decisions and specialist traceability requirements need their own defined scope.","faqs":[{"question":"Can this fit agricultural suppliers as well as producers?","answer":"Yes. We define the customer, product, stock and sales process around your position in the supply chain. An input supplier, grower and distributor may need different records and approval steps."},{"question":"Can we keep our existing warehouse or finance system?","answer":"Yes, where its interfaces and data allow the required connection. We first agree what each team needs to see or update, which system owns each record and how discrepancies will be resolved."},{"question":"Does stock visibility include full traceability?","answer":"That depends on the records and controls in scope. We can connect agreed lot, location and movement information; end-to-end traceability needs a separate review of source data, operating procedures and the requirements your team must meet."},{"question":"How do we prepare teams for the change?","answer":"Use representative customer and order scenarios to test the configuration, imports and permissions. Plan role-specific training, agree ownership of daily data quality and provide support around the workflows each team will actually use."}]},{"id":"professional","name":"Legal & professional services","description":"Client relationships, agreed scope and the work in progress need to stay connected. OOB Consulting configures Salesforce and business applications for legal and professional services firms, helping teams organise enquiries, engagements and follow-up while controlling access to sensitive client information.","capabilities":[{"name":"Client relationships and referrals","description":"Connect organisations, contacts, group relationships and referral sources. Assign relationship owners and keep previous engagements, interests and follow-up visible to authorised colleagues. Coordinate new opportunities across practice areas without giving every team unrestricted access to every client file."},{"name":"New-client intake and acceptance","description":"Collect the proposed work, relevant parties, required documents and responsible reviewer in a structured intake process. Route incomplete requests back for clarification and record acceptance decisions. For legal matters, support your firm’s conflict-review workflow with search, assignments and recorded decisions; the responsible professional retains the decision."},{"name":"Proposals, fees and engagement scope","description":"Prepare proposals and engagement documents from approved client and service data. Record deliverables, exclusions, fee arrangements, payment milestones and approval steps. Keep signed terms and subsequent changes linked to the engagement so the delivery team can see what was actually agreed."},{"name":"Matters, projects and team coordination","description":"Organise each matter or engagement with its owner, team, tasks, milestones and outstanding dependencies. Route reviews and approvals, track client requests and keep the next action clear. Where specialist matter or project software already manages the work, connect its agreed status and references to the client relationship in Salesforce."},{"name":"Work allocation, time and fee visibility","description":"Connect expected effort, assigned roles and key delivery dates to the engagement. Bring approved time, expenses and billing milestones from the systems that manage them, so the responsible team can compare work performed with the agreed fee arrangement. Detailed resource scheduling and accounting remain separately scoped capabilities."},{"name":"Documents, versions and approval history","description":"Link the current engagement documents, correspondence references and approved templates to the relevant records. Track who must review a document and which version was approved. Connect an existing document repository where appropriate, preserving its access controls and agreed retention process instead of creating uncontrolled copies."},{"name":"Client requests and document exchange","description":"Give authorised client contacts a defined place to submit requests, supply documents and see agreed status updates. Route each request to its engagement team and track missing information. Configure access by client and matter or project, keeping internal notes and restricted files outside the client view."},{"name":"Connected practice and business systems","description":"Assess connections to matter management, project, document, time-recording and finance tools. Match client and engagement identifiers, import useful history and prevent duplicate records. Define update ownership, error handling and reconciliation so CRM context stays aligned with the systems that run the work."},{"name":"Client development and engagement reporting","description":"Review enquiries, referral sources, proposals awaiting decisions, open engagements and overdue actions by practice or responsible team. Identify upcoming retainer renewals and agreed follow-up opportunities. Where reliable financial data is connected, compare agreed fees, work in progress, invoicing and collections using clearly defined measures."}],"url":"https://oobconsulting.com/en/industries/legal-professional-services/","enquiry_url":"https://oobconsulting.com/en/contact/?industry=professional","related_services":["sales","customization","enterprise","portals","integrations","analytics"],"implementation_context":"Agree who can see each client, matter, document and financial field before configuring the workflow. Specialist legal, document and accounting systems may remain the authoritative source for their records. Start with a representative engagement, test restricted access and handovers, and train the team before wider adoption.","faqs":[{"question":"Does this replace our legal practice or project-management software?","answer":"Not automatically. Salesforce may manage relationships, intake and commercial follow-up while specialist tools manage matters, detailed project delivery, time or accounting. We identify missing workflows and integration needs first, then decide which functions belong where."},{"question":"Can confidential matters be restricted to the relevant team?","answer":"Yes, through a deliberately designed access model. We define record visibility, sensitive fields, document permissions and any client portal access, then test them with representative users. Sharing a contact relationship does not have to expose every engagement or document associated with that contact."},{"question":"Can intake checks and legal deadlines be automated?","answer":"Tasks, routing and reminders can follow rules your team has validated. Conflict clearance, client acceptance and legal deadline calculations require their own professional review and, where applicable, specialist tools. We do not treat a CRM reminder as a substitute for your firm’s authoritative legal calendar or decisions."},{"question":"Can you improve an existing Salesforce organisation?","answer":"Yes. We can review data quality, record structure, access, automation and reporting, then prioritise the gaps that interrupt daily work. Improvements are tested with representative engagements and users; existing history and integrations are considered before changes are released."},{"question":"What should we prepare for a first discussion?","answer":"Use anonymised examples of an enquiry, an engagement and a typical handover. Describe who owns each step, which documents and approvals are needed, and where information is entered twice. Include your current applications and access restrictions without sharing confidential client files."}]},{"id":"research","name":"Consumer research & awards","description":"A research commission or awards programme involves more than a final report. OOB Consulting configures Salesforce and business applications to connect client relationships, submissions, operational follow-up and approved deliverables, with clear responsibilities from the first enquiry to the next study or edition.","capabilities":[{"name":"Brand relationships and study proposals","description":"Connect brand owners, agencies, decision-makers and contracting entities. Record the research question, intended markets, proposed deliverables, quotation and agreed scope. Keep revisions and approvals with the opportunity, then carry the accepted brief into delivery without asking the client to repeat it."},{"name":"Editions, categories and product entries","description":"Structure awards records by programme, country, edition and category. Link each entry to its brand and product, with the required documents, eligibility checks and deadlines defined by your team. Track missing information and revisions while keeping previous editions separate from current participation."},{"name":"Client submissions and document exchange","description":"Provide an authenticated place for authorised brand or agency contacts to submit information, upload agreed documents and answer clarification requests. Show their own project or entry status and approved deliverables. Route submissions to the responsible team without exposing other participants or internal evaluations."},{"name":"Study and fieldwork coordination","description":"Organise responsibilities, research-provider handovers, milestones and outstanding dependencies. Where product testing is involved, track sample requests, dispatch and receipt against the study. Bring agreed progress updates into the project record; research design, recruitment and fieldwork methods remain with the specialists responsible for them."},{"name":"Connected research data and source records","description":"Assess the exports or APIs available in your survey and research tools. Match study, product and edition identifiers; record source, import date and version, and reconcile incomplete or duplicate updates. Bring across the approved results or summaries the business needs, with access and retention defined before importing identifiable respondent data."},{"name":"Results approval and report delivery","description":"Keep draft, reviewed and approved outputs distinct. Record the responsible reviewers, decisions and approved report version, then release it to the intended recipients at the agreed time. For awards, retain the authorised outcome and supporting references; CRM workflow tracks approval and publication, while the research or judging process determines the result."},{"name":"Award assets and usage rights","description":"Link approved award assets and usage guidance to the entitled brand or product. Track the territory, validity period, agreement and any release conditions your programme requires. Keep requests for artwork approval, expiry reminders and next-edition follow-up with the commercial relationship."},{"name":"Fees, invoicing and payment follow-up","description":"Keep agreed study fees, participation charges or usage-rights fees distinct, where they apply to your business. Connect the responsible billing entity, purchase-order reference and invoice status to the relevant project or entry. Reconcile payment updates from finance and make outstanding actions visible without duplicating the accounting ledger."},{"name":"Programme and commercial reporting","description":"Review opportunities, confirmed studies, entry completeness, overdue approvals, report delivery and upcoming renewals by market, programme or responsible team. Keep operational progress separate from research findings. Agree the definitions behind revenue, participation and completion measures before comparing editions or countries."}],"url":"https://oobconsulting.com/en/industries/consumer-research-awards/","enquiry_url":"https://oobconsulting.com/en/contact/?industry=research","related_services":["sales","customization","enterprise","portals","integrations","analytics"],"implementation_context":"Start with a representative study or awards edition and map its records, responsibilities and approval rules. Configure the commercial and operational workflow around the research tools your teams rely on. Validate access, data transfers and report release before extending to further countries or programmes.","faqs":[{"question":"Does this replace our survey or research platform?","answer":"Not necessarily. Salesforce can organise clients, briefs, participation and delivery while specialist platforms continue to collect and analyse responses. We assess which data should be linked or imported and whether the available licences, exports and APIs support the agreed workflow."},{"question":"Can programmes differ by country or edition?","answer":"Yes. We can define separate categories, required information, dates, approval steps and commercial arrangements while retaining shared brand relationships. Historic entries stay attached to their original edition, so a renewed participation does not overwrite the previous record."},{"question":"Do we need to copy individual consumer responses into Salesforce?","answer":"Only if there is a defined need and an agreed basis for doing so. Often the commercial workflow needs a study status, approved summary or report reference rather than identifiable responses. We define the minimum fields, permissions, retention and deletion process with your team before connecting data."},{"question":"Can an approval workflow decide award winners?","answer":"The workflow can record authorised decisions, required reviews and release conditions. Research methodology, scoring rules and judging remain the responsibility of the designated specialists. We separate those decisions from commercial fees and publication tasks rather than inferring a result from payment or participation."},{"question":"What should we prepare for a first discussion?","answer":"Bring an anonymised example of a study or edition: the client brief, entry or project stages, required documents, approvals and final deliverables. List the research and finance tools involved and where information is re-entered. This helps define a practical first scope without sharing confidential respondent data."}]}],"enquiry_submission":{"available":true,"website_form_available":true,"environment":"production","human_review_required":true,"captcha_required":false,"website_form_captcha_required":true,"form_preparation_is_submission":false,"automated_submission_status":"public_api","authentication_required":false,"rest_endpoint":"https://oobconsulting.com/api/v1/enquiries","mcp_endpoint":"https://oobconsulting.com/mcp","mcp_tool":"submit_oob_enquiry","schema_url":"https://oobconsulting.com/openapi.json","next_step":"Show OOB as recipient and the exact details, then ask for explicit approval before calling the public REST endpoint or submit_oob_enquiry. No API key required. Only status received confirms delivery."}}