Salesforce for Professional Services

Drive Operational Efficiency with Salesforce Professional Services Solutions

Our Salesforce solutions for the professional services sector are crafted to redefine your operational efficiency, client relationships, and overall business success. At Cognition24, we recognise the distinct needs of professional service providers and offer tailored solutions to address these intricacies, propelling your firm towards growth and success. 

Why Salesforce for Professional Services?  

Salesforce stands as a transformative force for professional service firms, offering a versatile platform that seamlessly integrates with diverse business processes. Our Salesforce Implementation Services unlock its potential, empowering professional service providers to streamline project management, enhance client collaboration, and drive business agility. From client onboarding to resource allocation, Salesforce is the catalyst for a more efficient, collaborative, and client-centric approach to professional services. 

Salesforce Benefits

  • Customisation for Professional Excellence: We understand that each professional service firm operates uniquely. Our Salesforce Implementation Services are tailored to align seamlessly with your specific workflows, ensuring the platform becomes an organic extension of your business operations. 
  • Client Relationship Management: Salesforce enables a holistic view of client interactions, fostering stronger client relationships. From initial engagement to project completion, our implementation ensures that every client touchpoint is optimised for enhanced collaboration and satisfaction. 
  • Project Lifecycle Management: Streamline project management with Salesforce’s powerful tools. From resource allocation to milestone tracking, our implementation services facilitate a more transparent and efficient project lifecycle, ensuring timely and successful project delivery. 
  • Data-Driven Decision Making: Leverage the power of data to make informed decisions. Salesforce provides robust analytics and reporting tools, allowing professional service firms to extract valuable insights, measure performance, and adapt strategies for continuous improvement. 

Maximising Professional Services: Leveraging Salesforce

Incorporating Salesforce in the Professional Services sector offers a multitude of benefits. From heightened project visibility to elevated client satisfaction and operational efficiency, the advantages are clear. Our comprehensive Salesforce Implementation Services equip Professional Service providers to seamlessly adapt to industry shifts, outpace competitors, and cultivate enduring client connections. With this powerful platform at their disposal, firms can effectively manage projects, enhance customer experiences, and drive sustainable growth in today’s market landscape.

Success Stories 

  • Cambridge Consultants engaged Cognition24 to enhance their existing Salesforce CRM and related business operations. The partnership involves proactive Salesforce project management and administration support, dedicated to platform maintenance and adapting to evolving business requirements. Emphasising continuous improvement in line with business objectives and future strategies, this collaboration ensures smooth management of the Salesforce environment and ongoing assistance for stakeholders.
  • 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. 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.

Get Started with Cognition24 

Get in touch with us today to discover how our Salesforce Implementation Services can propel your firm towards success.

Salesforce Case Studies

Cambridge Consultants

Who:

Cambridge Consultants, part of Capgemini Invent, develops breakthrough products and services, creates and licenses intellectual property, and provides business consultancy in technology-critical issues for clients worldwide. With a team of more than 900 staff, in offices in Cambridge (UK), Boston (USA), Tokyo and Singapore, Cambridge Consultants offers solutions across a diverse range of industries including medical and life science, industrial and energy, consumer and retail, and communications and infrastructure.

How:

Cambridge Consultants engaged Cognition24 to support their mission-critical Salesforce CRM application and associated business functions. The collaboration entails a proactive approach to Salesforce project and administration support, aimed at maintaining the platform and catering to evolving business needs. With a focus on ongoing enhancements aligned with business demands and future plans, this partnership ensures seamless Salesforce environment management and continuous support for key stakeholders.

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.

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