Salesforce Consulting Services
Independent advice on what Salesforce should do for you — before anyone configures anything.
Most failed Salesforce projects were doomed at the planning stage: the wrong problem, the wrong scope, or a process nobody had mapped. We start by sitting with the people who use the system every day.
You come away with a written solution design, a phased roadmap and a realistic budget — whether or not you build it with us.
Where we have done this before
Regional public services provider
Cutting case resolution time by 38% for a public services provider
Service Cloud rebuilt around how caseworkers actually work, with omni-channel routing and a knowledge base people use.
38%
faster case resolution
11yr
of history migrated
94%
user adoption at 90 days
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
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
Digital Transformation
Rebuild the processes around the platform, not just the platform itself.
- Current-state process mapping
- Target operating model
- Phased roadmap with business case
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.