We connect Salesforce to your marketing data and simplify setups that have grown too complex.
Last updated
View as MarkdownRoicool's Salesforce consulting covers an audit of objects, fields and automation, sales process configuration, web form and ad lead integrations, sending opportunity stages to Google Ads and Meta as conversions, reporting and user adoption. Where work requires code, we say so clearly.
Last updated: 21 October 2026View as Markdown
Four problems we solve.
Scope
Review of objects, fields, page layouts, flows and reports; removing what isn't used.
Lead conversion, opportunity stages, assignment rules.
Web forms, ad lead forms, campaign and source fields; opportunity data fed back to ad platforms.
Marketing and sales reports; a marketing data warehouse where needed.
Role-based training and usage tracking.
Price: by scope, written in the proposalAsk for a proposal
Example flow: 8 anonymous deals move through Prospecting → Qualification → Needs analysis → Proposal / price quote → Closed won, and at each of the 4 steps an automation rule we build fires.
Example flow
Prospecting2
Gate Prospecting → Qualification: Web-to-Lead → assignment rule
Qualification2
Gate Qualification → Needs analysis: Lead converted → opportunity
Needs analysis2
Gate Needs analysis → Proposal / price quote: Quote approved → Flow: contract task
Proposal / price quote1
Gate Proposal / price quote → Closed won: Closed won → Slack alert
Closed won1
Cases
We connected SESTEK's Webflow forms not straight to the CRM but to a Webflow Cloud app on the site's domain; only this server layer talks to Microsoft Dynamics 365, and the browser never does. The forms are React code components managed from the Designer, on a bilingual CMS whose folder and item slugs are largely translated.
Read the SESTEK caseIn the same area
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ExploreTeam and proof
Clutch profile“Roicool knew what they were doing and were ready to answer our questions with their expertise anytime.”
Sena Miskioğlu, SESTEK Marketing Manager ·
Setup audit and simplification, sales process, web and ad integrations, opportunity data feedback and user adoption.
Strategy, content, development and measurement in one team.
Partnerships and certifications
Zehra Adaş · Managing Partner · Updated 21 October 2026 · 1 min read
A good fit: mid-size and large companies that use Salesforce, or are considering it because of a complex sales process.
Not a good fit: projects that need heavy custom code; for those we work with a specialist development partner.
Organisations with complex sales processes, many users and a high need for customisation and integration. For small teams with simple processes, setup and maintenance costs can be high.
We set up the flow of web forms and ad leads into Salesforce, the source fields, and the sending of opportunity stages back to Google Ads and Meta as conversions.
Yes. We review objects, fields, automations, reports and user adoption, then recommend how to simplify and improve them.
Our focus is configuration, automation, integration and marketing-sales alignment. When something needs code, we say so clearly and, if needed, work with a specialist development partner.
That decision should rest on an analysis of cost, usage and needs. For teams that use only a small part of Salesforce, a simpler CRM can make sense; we factor in the cost of the move too.
Let’s start
In a 30-minute intro call we listen to your goals and agree on the right first step.
