Drive Revenue with World-Class CRM Platforms
From Salesforce to Oracle CX and Microsoft Dynamics 365 — SourceMash delivers end-to-end CRM implementation, deep integrations, and managed services that transform your customer relationships into competitive advantage.
Certified & Partnered — Credentials That Matter
Our CRM Service Lines
Three Pillars of CRM Excellence
Whether you're implementing a new CRM, extending it with integrations, or need an expert team to manage your platform 24/7 — SourceMash has you covered across all three CRM disciplines.
CRM Implementation
Full-cycle CRM implementation services from discovery and design through go-live and hypercare — across Salesforce, Oracle CX, and Microsoft Dynamics 365. We configure, customize, migrate, and train, so your teams hit the ground running.
Explore Platform DetailsiconiconCRM Integrations & Extensions
Connect your CRM to your entire enterprise ecosystem — ERP, billing, marketing, support, and beyond. We design robust, scalable integration architectures using industry-leading middleware and API frameworks.
Explore Integration StackiconiconCRM Managed Services
Keep your CRM platform healthy, optimized, and evolving with our dedicated managed services team. From Level 1 helpdesk to proactive performance monitoring and continuous enhancement — we are your extended CRM team.
Explore Managed Services iconiconSalesforce CRM Services
As a certified Salesforce partner with 15+ architects and 80+ certified professionals, SourceMash delivers comprehensive Salesforce implementations that drive measurable revenue outcomes. From initial org design to advanced AI-powered automation with Agentforce, we cover the full Salesforce ecosystem.
Salesforce Sales Cloud
Lead-to-cash process design, opportunity management, forecasting, territory management, CPQ & billing optimization.
Salesforce Service Cloud
Case management, omnichannel routing, knowledge management, field service, Einstein AI-powered service automation.
Salesforce Marketing Cloud
Journey Builder, Email Studio, Social Studio, Advertising Studio — full lifecycle customer journey orchestration.
40% Pipeline Velocity Increase
Average improvement in sales cycle speed across our Salesforce Sales Cloud clients in FinTech and Manufacturing.
65% Faster Case Resolution
Service Cloud AI-powered routing and knowledge integration cuts average handle time dramatically.
2.8x Email Conversion Rate
Marketing Cloud Journey Builder implementations delivering industry-beating engagement metrics.
80+ Certified Salesforce Professionals
Architects, developers, admins, and consultants across all major Salesforce clouds and specialisations.
Oracle CX / Oracle CRM Services
SourceMash is an Oracle Partner Network member with deep expertise in Oracle CX Cloud Suite. We help enterprises modernise legacy Siebel CRM environments, implement new Oracle CX Cloud deployments, and integrate Oracle CX with ERP and middleware layers for a unified customer data experience.
Oracle CX Sales (formerly OSC)
Sales planning, territory and quota management, incentive compensation, AI-guided selling with Oracle Adaptive Intelligence.
Oracle CX Service
Omnichannel service cloud, knowledge management, digital customer service, field service management and IoT integration.
Oracle CX Marketing / Eloqua
B2B demand generation, lead scoring, campaign management, CX Unity CDP for unified customer profiles across touchpoints.
Siebel to Oracle CX Cloud Migration
Proven migration methodology with zero data loss, phased go-live approach, and parallel-run validation.
Oracle ERP + CX Integration
Seamless integration between Oracle CX and Oracle ERP Cloud (Fusion) for order-to-cash process unification.
CX Unity CDP Implementation
Unified customer profiles across web, mobile, service, and marketing touchpoints for true 360° view.
Oracle Integration Cloud (OIC) Connector
Pre-built and custom OIC integrations connecting Oracle CX with SAP, Salesforce, and third-party platforms.
Microsoft Dynamics 365 Services
As a Microsoft Solutions Partner for Business Applications, SourceMash delivers Dynamics 365 CRM implementations deeply integrated with the Microsoft 365 and Azure ecosystem. We help enterprises harness Copilot AI capabilities across Dynamics 365 Sales, Customer Service, and Marketing to deliver hyper-personalised experiences.
Dynamics 365 Sales
Pipeline management, AI-powered lead scoring with Copilot, Outlook & Teams integration, Sales Insights and relationship analytics.
Dynamics 365 Customer Service
Omnichannel for Customer Service, Copilot AI agent assist, case management, SLA configuration, unified routing.
Dynamics 365 Marketing (Customer Insights)
Real-time journey orchestration, AI-powered segmentation, Customer Insights CDP, event management and lead nurturing.
Copilot AI Enablement
We activate Microsoft Copilot across Dynamics 365 apps, delivering AI-assisted selling, service, and marketing at scale.
M365 Deep Integration
Native Teams, Outlook, SharePoint, and Power BI integrations that make Dynamics 365 feel like home for your users.
Power Platform Extensions
Power Apps, Power Automate, and Power Pages extending Dynamics 365 with custom portals, automation, and low-code apps.
Azure-Native CRM Architecture
Dataverse-first architecture leveraging Azure Logic Apps, Service Bus, and Azure API Management for enterprise scalability.
CRM Integrations & Extensions
A CRM's value multiplies when it's seamlessly connected to your enterprise landscape. SourceMash architects and implements robust CRM integration layers that ensure real-time data flow, eliminate silos, and create unified customer experiences across every system of record.
MuleSoft Anypoint Platform
API-led connectivity for Salesforce and enterprise systems — pre-built accelerators for ERP, billing, ITSM, and marketing.
Oracle Integration Cloud (OIC)
300+ pre-built Oracle adapters for connecting Oracle CX with ERP, HCM, SCM, and third-party SaaS applications.
Microsoft Power Platform
Power Automate flows, custom connectors, and Dataverse integrations extending Dynamics 365 into your operations.
CRM ↔ ERP Bi-directional Sync
Real-time account, order, and invoice sync between your CRM and SAP / Oracle ERP / Microsoft F&O.
CRM → Data Warehouse Pipeline
Event-driven pipelines sending CRM data to Snowflake, Azure Synapse, or Databricks for analytics.
CRM ↔ MarTech Integration
Bidirectional sync between Salesforce/Dynamics and Marketo, HubSpot, or Adobe Experience Cloud.
CRM ↔ ITSM Integration
Salesforce Service Cloud and ServiceNow/Jira integration for unified case and incident management.
CRM Application Managed Services
Your CRM platform is a living system — it needs continuous monitoring, proactive optimization, and expert support to deliver lasting ROI. SourceMash's AMS team acts as your dedicated CRM operations partner, ensuring your platform evolves with your business and stays ahead of issues.
Tiered Support (L1 / L2 / L3)
24/7 helpdesk for end-user issues, L2 functional configuration support, and L3 technical/developer escalation with defined SLAs.
Proactive Performance Monitoring
Azure Monitor and APM tool integration providing real-time platform health dashboards, anomaly alerts, and performance baselines.
Release & Change Management
Managed Salesforce / Oracle / Dynamics seasonal release impact analysis, sandbox testing, and controlled production deployments.
Platform Health Scorecard
Monthly executive report covering adoption metrics, performance KPIs, tech debt status, and optimisation recommendations.
Security & Compliance Governance
Regular user access reviews, field-level security audits, and data governance checks aligned to GDPR and SOC 2.
Continuous Enhancement Backlog
Dedicated sprint capacity each month for enhancements, new feature rollouts, and user adoption initiatives.
99.5% Uptime SLA
Guaranteed platform availability backed by proactive monitoring, runbook automation, and rapid incident response.
Why Enterprises Choose SourceMash for CRM
The CRM Partner That Delivers Beyond Go-Live
Our CRM practice is built on a simple principle: technology is the tool, adoption and outcomes are the goal.
Multi-Platform CRM Depth
Unlike single-platform vendors, we bring certified expertise across Salesforce, Oracle CX, and Dynamics 365 — giving you objective platform advisory and the freedom to choose the best fit for your business.
Integration-First Architecture
Every CRM we implement is designed to work inside your enterprise ecosystem from day one — connected to ERP, data platforms, and marketing tools via scalable integration architecture.
Adoption & Change Management
We don't just configure software. Our embedded change management practice ensures high user adoption through role-based training, enablement content, and post-launch coaching.
Project to Product Operating Model
Our AMS teams transition you from project to product thinking — with continuous improvement sprints, usage analytics, and a roadmap that keeps your CRM aligned to business strategy.
How We Implement Your CRM
A structured, risk-managed delivery framework that gets you to value faster — without the surprises.
What Our CRM Clients Say
From global manufacturers to FinTech leaders — hear how SourceMash CRM engagements delivered beyond expectations.
"SourceMash transformed our Salesforce implementation from a stalled 18-month project into a revenue-generating engine within 12 weeks. Their Sales Cloud team's depth is unmatched — we saw a 34% uplift in pipeline velocity within 90 days of go-live. Genuinely the best CRM partner we've worked with.".
"Migrating 2.4 million customer records from Siebel to Oracle CX Cloud across 14 countries without a single data incident was something our board said couldn't be done in under 6 months. SourceMash proved them wrong. The project management and technical rigour were exceptional."
"The Dynamics 365 + Power Platform implementation SourceMash delivered has genuinely changed how our commercial teams operate. The Copilot AI features alone have saved our reps hours every week. Their change management approach ensured we hit 90% adoption in the first month — which never happens."
Explore More Solutions
CRM Works Best When Connected to Everything
Your CRM is the core — but real enterprise growth comes from connecting it to the right capabilities. Explore our complementary service areas that multiply your CRM investment.
Latest from SourceMash
Perspectives, research, and practical guidance from our enterprise technology experts.
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