Digital Transformation
Rebuild the processes around the platform, not just the platform itself.
Transformation programmes fail when they are treated as software projects. We start with how work actually moves through your business, agree what should change, and then use Salesforce to make it stick.
You get a phased roadmap with a business case attached to each phase, so the board can see the return before signing off the next one.
Where we have done this before
Higher education group
A single applicant record for a university group
Admissions, enrolment and student success joined into one record across four faculties.
4→1
admissions systems consolidated
31%
faster offer turnaround
18%
lift in enquiry conversion
Private healthcare group
Referral management for a private healthcare group
A compliant referral pipeline across twelve clinics, replacing shared inboxes and spreadsheets.
50%
faster referral to appointment
12
clinics on one process
0
audit findings
Other things we do
Sales Cloud
A pipeline your sales leaders trust and your reps do not resent updating.
- Pipeline and stage design
- Forecasting and territory setup
- Quoting and approvals
Salesforce Consulting Services
Independent advice on what Salesforce should do for you — before anyone configures anything.
- Process discovery workshops
- Org health check and audit
- Licence and edition review
Service Cloud
Cases routed to the right person first time, with a knowledge base people use.
- Omni-channel routing
- Skills-based assignment
- Knowledge base setup
Ready to make Salesforce work harder?
Book a free 30-minute call with a senior consultant. We will tell you honestly what we would do first.