Digitalised Solutions tailored around your business

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Salesforce Consultancy​

driven by you.

“Salesforce: The Emerging Powerhouse for Businesses across Industries”

Unleash the potential of Salesforce, the swiftly growing platform that caters to a multitude of industries including Finance, Health, and Retail. At our company, we firmly believe in the boundless possibilities that Salesforce offers. Whether you’re a novice or an experienced user, we are here to empower you in achieving your goals.

Our team of highly skilled Business Analysts specialises in assessing your unique requirements and optimising your processes. With their expertise, we develop an efficient and scalable solution tailored to your business needs, ensuring continuous growth and success.

Choose us as your trusted partner on your Salesforce journey. Together, we will pave the way for your business to thrive.

Our Expertise

for seamless delivery of your requirements.

Financial Services

Transform your financial institution with our cutting-edge Financial Service Cloud, delivering streamlined operations, elevated customer experiences, seamless integration, advanced analytics, and personalised solutions that drive growth and satisfaction.

Healthcare

Revolutionise your healthcare organisation with our advanced Healthcare Cloud, offering seamless integration, streamlined operations, enhanced patient experiences, personalised solutions, and robust analytics that drive growth and satisfaction.

Field Service

Optimize your field service operations with our state-of-the-art Field Service Cloud, providing seamless integration, streamlined processes, enhanced customer experiences, personalised solutions, and comprehensive analytics that drive efficiency and satisfaction.

Integrations

Unleash Salesforce’s potential with our seamless integrations, empowering your business with enhanced sales, service, marketing, and analytics. Streamline processes, personalise solutions, and drive growth with our comprehensive Salesforce integrations.

Experience

Elevate customer experiences to new heights with our cutting-edge Experience Cloud, offering seamless integration, personalized solutions, streamlined processes, and comprehensive analytics that drive satisfaction and growth.

Sales & Service

Supercharge your sales, service, and marketing efforts with our integrated Sales and Service Cloud, backed by Marketing Cloud. Enjoy seamless integration, personalized solutions, streamlined processes, and targeted campaigns that drive satisfaction, growth, and success.

Our CRM Services

for an end-to-end delivery.

Advisory, Deployment & Migration Solutions

Whether you’re a start-up company exploring CRM for the first time or an established enterprise seeking to upgrade your current system, our expert consultancy services are at your disposal. We assess your unique requirements and recommend the most suitable and cost-effective CRM system tailored for your business.

Business Analysis & Implementation Services

Salesforce, an extraordinary CRM system, turns manual tasks into automated processes with its advanced features. If you’re juggling Excel sheets or manually moving data, we can assist. Our services can boost your productivity by automating your business processes. Contact us today to streamline your operations.

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Our Proven Process

for delivering your requirements

Step 1

Gather Requirements

A scoping session to gain a good understanding of your needs as well as your like to haves

Step 2

Design the Solution

We will analyse your requirements and present the most compatible solution with recommendations.

Step 3

Implement the Solution

Sit back and see your requests come to life. Customers are given the flexibility to make any minor tweaks to the design.

Step 4

User Interface Testing

We thoroughly test all processes and workflows before we ask you to trial your newly built solution.

Step 5

Go Live

Once all has been tested, ironed out and approved by yourself, the implementation will be moved to Production out of hours to cause minimal disruption.

Step 6

Training

Staff will be provided with training and support. All changes applied to Salesforce and user procedure will be fully documented so you are never left in the dark.

Our Bespoke Salesforce Solutions

built around your processes and your naming conventions.

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At Digitalised Finance, we provide bespoke Salesforce Apps tailored to align with your unique processes and naming conventions. These comprehensive packages include all requisite objects, fields, and workflows, all set to be shaped according to your preferences and seamlessly integrated into your Salesforce organisation.

Leverage the combined power of Salesforce and Digitalised Finance to unlock your technology’s potential. Our suite of services extends from dedicated support and maintenance to crafting customised solutions, all designed to cater to your specific needs. We collaborate closely with you to understand your technology requirements, and develop personalised solutions. Further, we offer extensive training and support, empowering you to manage your Salesforce effectively.

What we can do For you

Let us Help you achieve your goals

Time

Let us take the weight of your back to free up your precious time

Costs

Lower your spendings on your IT systems and subscriptions

Productivity

Increase your productivity by automating your procedures

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This Website Uses Cookies.​

We use cookies to analyze website traffic and optimize your website experience. By accepting our use of cookies, your data will be aggregated with all other user data. See our Cookies Policy for more information.