We led a phased digital transformation to optimise matter management, automate the mailroom, unify business development workflows, and enhance collaboration.
We replaced disconnected workflows with a unified digital enquiry management system to deliver streamlined lead management and automated communications.
We consolidated multiple Salesforce instances, unifying operations to deliver automated pricing, improved service visibility, and a scalable, AI-ready platform.
We rebuilt the existing Salesforce instance, integrating key platforms to automate processes and improve customer experience, cutting code lines, onboarding time, and monthly man hours.
A custom Salesforce solution covering quoting, delivery and automated billing eliminated bottlenecks, increased margins and replaced a two-day manual process with automation.
Integration of Salesforce with Xero, DocuSign and Genera to streamline operations, reduce discounting, improve billing accuracy and replace a two-day manual process with automation.
A bespoke Salesforce data model connecting assets to financial schemes and maintenance, delivering faster issue resolution and accurate cost attribution across thousands of developments.
A phased implementation of Salesforce Clouds and MuleSoft, with bespoke legal functionality to deliver a scalable integration platform for growth.
An audit and overhaul of a heavily programmatic Salesforce org, and migration processes to declarative tools, giving Sales Ops full ownership.
An integration connecting Salesforce with Sage X3, to enable customers to request quotes, query products and receive invoices from a single portal.
A full Salesforce health check and implementation to reduce technical debt and enable agile, controlled releases to a business-critical system.
Delivering enterprise frameworks and integrations via a Managed Service that cut development time and provide a scalable platform to build upon.
A custom Salesforce solution becoming the operational brain of a vertical farm, delivering full utilisation visibility for the first time.
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