Service Cloud
Cases routed to the right person first time, with a knowledge base people use.
Omni-channel routing, skills-based assignment and a knowledge base written with your agents rather than for them.
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
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
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
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.