Our Services

We work closely with our clients to understand their business and key drivers, focusing on understanding their processes and requirements to enable us to design and configure solutions that will meet those needs. 

Our focus is to deliver the outcomes clients are seeking through providing  the expert guidance on how to optimise the Salesforce platform for their business and customers.

By examining and evaluating our clients' current processes and workflows, we are able to identify areas where there is an opportunity for improvement.  This involves reviewing how different departments and teams interact with each other and with customers, as well as identifying pain points, bottlenecks, and areas of duplication.

The goal is to streamline and optimise processes using the Salesforce platform, providing a suite of tools for managing customer relationships, sales, marketing, and customer service.

 Tailoring the Salesforce platform to meet the unique needs of our clients' business processes is a key part of getting the most out of the platform. 

We help clients through the process of possible modifications, from simple changes to the user interface to complex automation and integration with other systems. This can range from creating new objects, fields, and workflows, as well as developing custom applications and integrations to ensure streamlining and improved productivity.

 By Salesforce optimisation, we aim to improve the return on investment (ROI) of our clients' Salesforce implementation by maximising its potential to support their business goals.   

It is an ongoing process involving continuous monitoring, evaluation, and adjustment to ensure that the platform is meeting evolving needs. 

By optimising the use of the platform, clients see an improvement in the performance, functionality, and efficiency.  

  Data migration can be a complex process, whether a client decides to switch to Salesforce as their primary CRM platform and need to migrate data from other sources into Salesforce or if they are transferring data from one Salesforce instance to another. 

We work closely with our clients to plan this process carefully, using the right tools, validating and reconciling the data to ensure a successful migration. 

To ensure maximum value of Salesforce, we work with clients to tailor the platform to the unique requirements and workflows of their business and end users. 

This involves helping clients set up and configure their Salesforce platform, customise it to meet their specific needs and migrate data from legacy systems to the new platform. 

 We help our clients connect Salesforce with other business systems to enable seamless data exchange and process automation, ensuring their technology works together to achieve business goals. 

Integration enables improved data accuracy, productivity, and customer experience and may include connecting Salesforce with other software systems, Marketing Automation, or Customer Service Tools. 

Training in the efficient use of Salesforce is essential to ensure users are familiar with the platform's features and functions, enabling them to use it effectively in their daily work.

We provide training to suit our clients' needs, delivered in various formats, including classroom-based, online and on-the-job. The content is tailored to the specific needs of the users and their roles.

Additionally, we provide support in the form of technical assistance and troubleshooting, helping our clients resolve issues, answer questions, and provide guidance on how to optimise the use of the platform.  

Proactive health checks are beneficial for organisations that are using Salesforce but are unsure if they are getting the most value and continuity from the platform, or for those planning to expand their use of Salesforce. 

Our consultants work with clients to investigate how effectively their organisation is using the platform, any potential maintenance requirements and alignment to governance policies, helping to achieve less errors and potential cost efficiencies.