Sales automation
Lead qualification, account and territory ownership, follow-up, products, quotes and sales forecasting.
Salesforce solutions
Salesforce solutions, shaped around your business.
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.
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What we can deliver
Salesforce solutions
Customer service
Case management, Omni-Channel routing, telephony integrations and knowledge resources for your service team.
Marketing automation
Campaigns, audience segmentation, email and WhatsApp follow-ups, and lead nurturing connected to your sales process.
Customer data unification
Connect customer records across systems, build unified profiles and use them for audiences, personalisation and AI with Salesforce Data 360.
Customer & partner portals
Branded portals where customers and partners can view their records, submit requests and work with your team.
AI agents in Salesforce
Agentforce and connected AI workflows using approved knowledge and CRM data, with defined actions, evaluation and human handover.
Customization & automation
Salesforce Flow, approvals, Lightning interfaces and Apex development for work that needs a tailored process.
Support & improvement
Review your Salesforce setup, resolve issues and improve the configuration, integrations and processes your team relies on.
Salesforce training
Practical sessions and guides to help users, managers and administrators work with your Salesforce setup.
How we approach it
How we work
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.
How we workQuestions worth asking
Can you work on an existing Salesforce org?
Yes. We can review the existing configuration, integrations and data, then prioritize improvements without assuming everything needs rebuilding.
Which Salesforce products and licences do we need?
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.
What does an implementation include?
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.
Can Salesforce support both business and consumer customers?
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.
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Review summary
Business needs understood and reflected in Salesforce customization.
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Insights
Practical guides
Mobile
Connecting Salesforce with a mobile app
A customer checking an order on a phone needs a different app from an employee recording a visit. Before connecting either one to Salesforce, decide what people need to do and which data they can use.
Read the guideMarketing automationKeeping marketing and sales connected
Someone responds to an ad, but the salesperson sees only a name and an email address. Connecting marketing to Salesforce should also bring over the campaign, the person’s request and the information needed to follow up.
Read the guide