CX Launch
Implementations that get teams live on a system they can act on, without months of avoidable complexity.
Salesforce Consulting Partner
Salesforce, implemented properly
CX Labs takes teams from signed licences to a system people actually use — new implementations, projects that have stalled, integrations, and support after go-live. We have worked on Salesforce since the company was founded in 2019, for clients across North America, the UK, and the EU.
- AppExchange rating
- 5.0 / 5
- Salesforce certifications
- 8
- Client examples
- 7
- Delivering since
- 2019
Across 13 client reviews
Held across the CX Labs team
Named, published Salesforce projects
North America, the UK, and the EU
Where we come in
Four points where teams usually need help
CX Optimize
Automation, reporting, and architecture improvements for systems that hold the data but are not driving action.
CX Connect
Integrations that move data between sales, service, marketing, finance, support, and custom platforms — so it lands where the work happens.
CX Success
Ongoing support, training, and managed services that keep systems — and the reporting behind them — improving after launch.
Working with your account team
We work alongside Salesforce, not around it
CX Labs scopes against the licences and editions you already hold, and says so plainly when a different product, an add-on, or no purchase at all is the right answer. Your Salesforce account executive stays in the loop through delivery. Where part of the work belongs with Salesforce Professional Services or a specialist partner, we will tell you rather than stretch to cover it.
Real-world examples
Salesforce projects, with the client named
Each of these is a published case study covering the problem, what was built, and what changed. No anonymised composites.
Case Studies
Relay Resources Implements Salesforce Revenue Cloud Advanced
Relay Resources is an Oregon based nonprofit dedicated to creating meaningful employment opportunities for people with disabilities through commercial services including janitorial, document solutions, and facilities...
Case Studies
CX Labs Delivers Seamless Payment Provider Migration
Source for Business, a leading UK water retailer needed to move quickly from a legacy payment service that was being decommissioned. Each month, thousands of customers rely on it to make secure, straightforward...
Case Studies
Transforming Client Support with Salesforce + Slack Integration
SureStep delivers technology solutions and support across multiple industries. With a growing client base, the company manages support requests and sales opportunities through Salesforce. To better serve clients and...
Case Studies
Empowering SureStep with a Scalable Lead Generation Solution
SureStep is a global leader in Governance, Risk, and Compliance (GRC) Design and strategy consulting, with offices in Canada, the United States, Singapore, and Hong Kong. The firm specializes in delivering integrated...
Case Studies
Neil Kelly Transforms Project and Financial Management
Since 1947, Neil Kelly has been a pioneer in the design/build remodeling industry across the Northwest. Known for award winning designs, unparalleled craftsmanship, and a commitment to people and the planet, Neil Kelly...
Case Studies
Relay Resources Modernizes with Salesforce Nonprofit Cloud
Relay Resources is a leading disability social enterprise nonprofit in the Pacific Northwest with a mission to transform workplaces and communities by championing disability inclusion. With nearly 900 employees across...
Case Studies
Pennon Water Services Streamlines Customer Payments and Telephony
Pennon Water Services Ltd, trading as Source for Business , is a leading water and wastewater retailer serving over 150,000 business customer accounts across the UK. As a joint venture between Pennon Group Plc and South...
In their words
What clients said afterwards
Working with CX Labs has been an exceptional experience from start to finish. Their team demonstrates a deep understanding of Salesforce best practices, clear communication, and a strong commitment to delivering high...
Industry: Engineering, Construction, & Real Estate — Salesforce Delivery
I had the pleasure of working with Stephen and can confidently say that he is an exceptional professional in the field of Salesforce. His depth of knowledge and passion for the platform are evident in all his work. He...
Industry: Consumer Goods & Retail — Pennon Water Services, 2024
CX Labs worked with our stakeholders to understand their business problems and needs. More importantly, Stephen has won even the most resistant users over Relay Resources, 2024
Industry: Nonprofit & Social Enterprises — Relay Resources, 2024
CX Labs was super helpful to getting Slack integrated with Salesforce. We wanted a few integrations to track when new Leads were coming in so our teams knew to engage with prospective customers and the interface to a...
Industry: Professional Services — SureStep, 2025
Credentials
Certified on the products we are asked to build on
On the AppExchange
We build on the platform, not just in it
CX Labs publishes and maintains its own managed packages, which means the team works to Salesforce security review standards, not only to a client's internal bar.
Apps
FieldCheck
See how complete a Salesforce record is at a glance. FieldCheck turns a list of key fields into a visual checklist you can drop onto any standard or custom object.
Apps
Print Task Lists
Print Task Lists makes it easy to take your Salesforce tasks offline. Choose your own filter criteria and instantly generate a printable task list. Whether you’re heading into a meeting, working in the field, or just...
Apps
Case Milestone Display
Give your Experience Cloud and internal users the VIP treatment. Easily display Salesforce case milestone progress on case record pages, whether for your internal team or externally on your Experience Cloud support site...
Next step
Tell us what you are trying to fix
Send the context — the org you are on, what is not working, or what you are about to start. We will come back with a straight answer on whether this is a fit, usually within one business day.
Prefer to talk it through? Book a 30-minute call instead. No preparation needed.