Show us the annoying bit
You talk us through the Salesforce task that keeps eating time. No polished brief needed.
Plain-English Salesforce help
Stop doing Salesforce admin work by hand
The plain version: we automate the Salesforce admin jobs your team is tired of doing by hand.
If you keep doing the same Salesforce task every week, there is a good chance it can be made easier.
We help Salesforce admins and busy teams turn repeat clicks, spreadsheet fixes, email chasing and manual checks into cleaner ways of working.
The simple version
Less Salesforce admin drag. Fewer workarounds.
Show us what you repeat.
We explain what can be simplified.
You try it in a test CRM first.
It only goes live when it works.
What we mean by manual Salesforce work
Not massive transformation programmes. The everyday jobs that quietly drain hours.
Copying updates from emails into Salesforce records.
Exporting lists to Excel because Salesforce is awkward to clean in place.
Updating the same fields, stages or tasks over and over.
Chasing people for approvals, missing details or next steps.
Building the same reports every week for different people.
Checking records by hand before a handover, renewal or go-live.
Before and after
The work should feel less like manual admin.
If Salesforce is making people leave the system to get work done, something is off. We look for the places where a small fix removes a regular pain.
Now
You copy details from emails into Salesforce.
Better
The right details are captured once, in the right place.
Now
You export data to fix it in a spreadsheet.
Better
Salesforce shows the messy records and guides the clean-up.
Now
You remember who needs chasing.
Better
Follow-ups and reminders are created when they should be.
Now
You check every record before a release or report.
Better
The checks are repeatable and the exceptions are easier to spot.
How it works
Start with one annoying job
No need to understand AI, agents or architecture. Bring the annoying job. We turn it into something you can test before it goes anywhere near live.
We pick one useful fix
We look for the smallest change that saves real admin time without creating more mess.
We put it in a test CRM first
You try it, click around and try to break it before it touches the live system.
Then it goes live
When you cannot break it anymore, we put it into your live CRM and the boring bit stops being your job.
What this is not
Not a giant transformation pitch.
This is for practical teams who want Salesforce to stop making simple work harder than it should be.
Not a lecture about AI.
Not a blank-cheque consultancy programme.
Not a promise to automate judgement or approvals away.
Not a rebuild unless the current setup truly needs it.
Bring us the boring bit
Tell us what you keep doing by hand.
Send the messy version. A few sentences is enough: what you repeat, who it affects, and what happens when it goes wrong.
We put it in a separate test CRM system for you to try and break. When you cannot break it anymore, we put it in your live CRM system.
Good for Salesforce admins, ops teams and managers who own Salesforce day to day.
We will look for one practical fix before talking about anything bigger.
Real enquiries are saved in the CRM and routed to Kitsune sales plus Adam.