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Salesforce Professional Services Solutions

Maximise the value of your Salesforce org

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Flexible solutions for all professional service organisations

Our team has unparalleled experience across industries and Salesforce clouds. We’ll work alongside your team to define the scope of your project, plan your solution, oversee Salesforce deployment, train users and manage change.

FinancialForce PSA

With FinancialForce and Salesforce integration, you can manage all of professional services projects all on the same platform.

With visibility across sales, services delivery and finance your team can have access to simple mobile and social solutions to keep projects on time and customers happy.  All on Salesforce.

Industry Insights: Professional Services

CEERISK

Who:

CEERISK is a multidisciplinary consulting firm established to identify engineering risks for different corporations and assist them in developing comprehensive solutions to control hazards and mitigate the impact of costly accidents.

How:

CEERISK previously invested in Salesforce, which grew organically within the organisation. Cognition24 helped CEERISK prepare their business systems and processes for improvement, standardising the way they work and enhancing the Salesforce system with ‘best practice’ ways of working.

Mindset Practice

Who:

Mindset Practice is a people, team and organisational development business. They specialise in the provision of high impact, mindset development digital solutions that deliver transformational changes in performance, wellbeing and engagement.

How:

Following some initial workshops, we proposed and implemented a Salesforce solution on FastStart, our rapid Salesforce implementation methodology. We presented Mindset Practice with a solution that enhanced the "out of the box" Salesforce features and included some customisation to match their internal process and procedures.

FESPA

Who:

FESPA is a global federation of national trade associations and an organiser of exhibitions and conferences for the screen, digital and textile printing industry. FESPA is operated on a 'profit for purpose'​ basis which sees us reinvest all surplus revenues to support the global print community.

How:

FESPA use Salesforce Sales Cloud to manage delegates, sales pipeline and marketing automation. Cognition24 conducted an initial Salesforce health check, and based on this, now provide Managed Service support for Salesforce Sales Cloud.

Hydromarque

Who:

Hydromarque is Europe’s leading pump distributor for Gorman Rupp and specialise in self-priming centrifugal, submersible and gear pumps.

How:

Hydromarque use Salesforce Sales Cloud to manage their sales pipeline and marketing automation. Cognition24 conducted an initial Salesforce health check, and based on this review, now provide Managed Service support for Salesforce Sales Cloud.

Utility Team

Who:

Utility Team is one of the UK's leading utilities and energy consultants, providing a wide range of value added utility that saves time and money.

How:

Cognition24 implemented Salesforce Sales Cloud for 40 users. We also built a custom finance application to manage over 200 k transactions per month.

e-Resolve

Who:

e-Resolve is a professional services company with expertise in delivering enterprise solutions with Oracle, SAP and Workday.

How:

Cognition24 assisted with the implementation of Salesforce Sales Cloud. The requirement was for a CRM solution that took their current sales and marketing platforms and integrated them into a single solution. We delivered important business reporting, insights and activity tracking. In addition, we implemented custom functionality to track projects, project revenue and resource management.

PROFESSIONAL SERVICES NEWS