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Salesforce Success Stories

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.

Ocean Outdoor

Who:

Ocean is a DOOH media company, facilitating digital connectivity in the OOH world. They practice “The Art of Outdoor®” by creating inspirational new experiences for today’s aspirational brands. As a long-term investor in Salesforce had a managed service with an incumbent supplier who had recently been acquired by a global technology provider. Ocean Outdoor had felt that they had lost the personal and high-quality service originally provided and needed some straightforward guidance and support on moving their platform from legacy Salesforce “Classic” to the newer Lightning UX.

How:

Following a Landscape Review, we made a number of recommendations along with a concise project plan and roadmap to a) move them from classic to lightning, b) provide a managed service support offering which included supporting their everyday sales operation and custom integration with their core advertising system. The result was a very successful migration from classic to lightning at relatively low cost, and a package of monthly support which covered a maximum number of hours or incidents, delivering peace of mind to the system stakeholders.

Sterling VDR

Who:

Sterling Technology is the leading European provider of premium virtual data room (VDR) solutions for the secure sharing of content, business process automation and collaboration for the M&A, corporate development, capital markets, private capital, banking and legal communities. Sterling has been supporting the capital and M&A markets for over 30 years, and since opening their first VDR in 2010 they have helped customers and users from over 187 countries and 90 industries successfully complete thousands of deals.

How:

Cognition24 assisted Sterling VDR with a custom integration from a proprietary platform to Salesforce Sales Cloud. We continue to support Sterling with marketing automation and system enhancements.

Herts Urgent Care

Who:

HUC, a social enterprise, provides high quality Urgent Healthcare and GP Services to over 3.5 million people across a range of counties, including Hertfordshire, Cambridgeshire, Peterborough, Bedfordshire, and West Essex. The Integrated Urgent Care model championed by HUC includes both Out of Hours and NHS 111 services as well as access to a Clinical Advisory Service.

How:

HUC wanted a user-friendly solution that delivered on several business requirements based around CRM functionality. The system needed to add value and provide clear business benefits. It was also crucial that the system was scalable and future-proof. Cognition24 conducted a Salesforce implementation based on this criteria, as an NHS provider HUC was not looking for a ‘Sales’ system, their primary focus for their CRM was to support with stakeholder management, as well as somewhere to keep information about tenders and potential areas for development.

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.

Customertimes

Who:

A Salesforce Partner since 2008, Customertimes provides ISV products, and outsourcing to customers in 63 countries around the world. Customertimes is headquartered in New York with regional offices in London, Paris, Toronto and Riga.

How:

Cognition24, along with our partners at CustomerTimes, have worked on a number of Salesforce support projects in the Pharma and Life Sciences sectors.

Herts Young Homeless

Who:

Herts Young Homeless is an independent registered charity, established in 1998, that helps young people secure and maintain appropriate accommodation by providing information, support and help in a crisis. Herts Young Homeless works with other agencies throughout Hertfordshire towards improving local services and preventing homelessness.

How:

We provided Herts Young Homeless with Salesforce support and the implementation of a "live chat" function to reduce the impact on volunteers and improve the service delivery to the vulnerable.

St Mungo’s

Who:

St Mungo’s outreach teams go out each night to meet people who are homeless and to help them off the streets. With 17 outreach teams they are one of the largest providers of outreach services in the country. They believe that people can – and do – recover from the issues that cause homelessness.

How:

Working alongside Real systems, we provided custom functionality and enhancements to Salesforce not-for-profit.

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.

DataPlan

Who:

Dedicated to payroll solutions, Dataplan is a payroll outsourcing company providing fully managed payroll services that unlike many of the big payroll solution players, who offer a bit of everything, specialise in payroll. DataPlan made a start on implementing Salesforce and realised that it was more functionally rich than they expected so needed help with reviewing and helping them to work through the implementation including integration of Proposify – a proposal generation tool.

How:

Following some initial workshops, we proposed and implemented a Salesforce solution on FastStart, our rapid Salesforce implementation methodology. Presented them with a solution that made the best out of the out of the box Salesforce features, limited customisation, connected to multiple lead generation website and migrated legacy data. In a relatively short space of time, we provided them with a fully functional sales operation system with leads automatically being assigned to the sales team for qualification and proposal, ability to review KPI, reports and dashboards in a comprehensive and simple way.

Life Arc

Who:

LifeArc drives medical innovation through their own research and works with a range of partners from industry, charities, universities, research organisations and others involved in improving lives for patients.

How:

Working with our partners, Proventeq, we delivered a strategic review of the Salesforce system and helped formulate system integration scoping.

Pistoia Alliance

Who:

Pistoia is a global, not-for-profit members’ organisation working to lower barriers to innovation in life science and healthcare R&D through pre-competitive collaboration.

How:

Cognition24 worked with the team at Pistoia to conduct a thorough business analysis review through our unique Landscape Review methodology. As a result of this, we were able to put forward a list of technical recommendations.

Pen Test Partners

Who:

Pen Test Partners is an NCSC-approved CHECK company offering penetration testing of IT systems to identify potential vulnerabilities and recommend effective security countermeasures.

How:

Cognition24 implemented and supported Salesforce Sales Cloud, reviewing the current environment, making recommendations and implementing changes accordingly. In addition, we managed the integration with iContact and D&B Hoovers.

OnePLM

Who:

OnePLM is one of the largest Siemens PLM Software Resellers worldwide and the only Platinum Reseller in the UK and Ireland, with offices in Oxford, Cranfield and Liverpool. OnePLM have built a reputation on successfully delivering Siemens software solutions, technical consultancy and support services to a wide variety of businesses across different industry sectors.

How:

Cognition24 worked with the team at OnePLM to conduct a thorough business analysis review through our unique Landscape Review methodology. We also assisted with Salesforce migration and the development of a customised set of reports and dashboards.

Miura Systems

Who:

Miura helps payment service providers and tablet-based POS software vendors to disrupt their markets by designing simple, secure and flexible hardware for improved merchant and consumer experiences.

How:

Cognition24 assisted Miura systems with an on-site Salesforce review, health check and territory management planning. In addition, we also developed a suite of customised reports.

Jarrang

Who:

For more than 15 years, Jarrang has been helping businesses grow, develop and thrive with their market-leading email marketing campaigns.

How:

Cognition24 helped Jarrang with Salesforce development and Marketing Cloud automation.

Carve

Who:

Carve offers a fast-casual dining concept, based around the City of London. Carve restaurants are self-service and cashless serving meat-based hot meals to take away.

How:

Cognition24 worked with the team at Carve to conduct a thorough business analysis review through our unique Landscape Review methodology. As a result of this, we were able to put forward a list of technical recommendations.

Welcome Systems

Who:

Welcome Systems has been developing software solutions for the hospitality industry since 1984 and is well known for delivering innovative and scalable hotel booking systems and property management software for all types of businesses. Welcome Systems is the team behind Welcome Anywhere, Welcome EPOS and the brand new restaurant booking system ‘Welcome Table’. With a focus on commission-free pricing models and ease-of-use, their products are designed to ‘Book Yourself Full’.

How:

Cognition24 worked closely with Welcome Systems to offer specific Salesforce support on Sales and Marketing Cloud. In addition, we facilitated a custom integration to Campaign Monitor.

Gaydio

Who:

Gaydio is a radio station for the lesbian, gay, bisexual and transgender (LGBT) community in the United Kingdom. Gaydio became the UK's first LGBT FM radio service when it launched full-time in June 2010. The station attracts around 850,000 listeners per month, making it one of the biggest LGBT media platforms in the UK.

How:

Cognition24 provided Salesforce support and enhancement, we responded to an urgent support request and delivered in under 7 days.

The Bag Broker

Who:

The Bag Broker specialises in flexible packaging solutions for the food and drinks industry with offices in the UK and Thailand.

How:

Cognition24 conducted a Salesforce review, resulting in strategic recommendations on improving their Salesforce Sales Cloud and eCommerce platform.

My Perfect Cosmetics Company

Who:

Cognition24 has been working with My Perfect Cosmetics Company for over 2 years; initially as a project review, resulting in a Salesforce Managed Service. My Perfect Cosmetics Company has operations in the UK, Australia and the US with a global customer base.

How:

We have facilitated a number of integrations including WooCommerce, Marketing Cloud and New Voice Media.

Impulse Designs and Trends

Who:

Impulse fashion accessories is a leading global fashion accessory supplier.

How:

Cognition24 designed and developed an integrated ERP and CRM solution. Based on the Salesforce Platform, we integrated sales and marketing, inventory and cost accounting. Combined with a powerful private eCommerce site, Cognition24 created a platform enabling huge growth over the next 18 months.

Hoover Candy

Who:

Candy Group is a European leader in the production, marketing and sale of appliances worldwide with offices in Europe, the Middle East, Asia and Latin America.

How:

Cognition24 provided Hoover Candy with strategic advice and guidance to set up an internal Salesforce practice.

Salmon

Who:

Wunderman Thompson delivers powerful eCommerce experiences for leading brands helping them transact more digitally.

How:

Cognition24 assisted Wunderman Thompson with the strategic and tactical use of Salesforce Sales Cloud. Wunderman Thompson had a mature Salesforce environment where we worked alongside strong internal skills. Cognition24 worked with their team to manage their Salesforce environment including: data cleansing, document management, customer acquisition and custom development of lead scoring functionality. This was rolled out to an extended user base. Cognition24 continues to provide a managed service to Wunderman Thompson supporting their internal Salesforce team.

Diageo

Who:

Diageo plc is a multinational alcoholic beverages company, with its headquarters in London and offices on six continents.

How:

Working with our strategic partner Salmon, Cognition24 helped to architect a new e-commerce (trade shopper) B2B platform. Cognition24 devised a solution focusing on best use of Internet of Things (IoT), asset and workflow tracking. We also advised on optimising the use of Salesforce Community 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.

4-Secure

Who:

4-Secure advise on, prevent and solve data security problems. Their clients are global corporations, government departments, critical national infrastructure, financial institutions, schools, and telecoms companies.

How:

Cognition24 implemented and supported Salesforce Sales Cloud, reviewing the current environment, making recommendations and implementing changes accordingly. In addition, we managed the integration with iContact and D&B Hoovers.

Docuflow

Who:

Docuflow is an independent UK provider of print, mail and document workflows services and solutions.

How:

Cognition24 implemented and supported Salesforce Sales Cloud, reviewing the current environment, making recommendations and implementing changes accordingly. In addition, we managed the integration with iContact and D&B Hoovers.

Onfido

Who:

Onfido is a UK and US-based software company. Onfido's AI-based identity verification assesses whether a user’s ID is genuine, then compares it against their facial biometrics.

How:

After a significant venture-backed investment, Cognition24 was tasked to re-build their existing Salesforce system and provide a managed service to support the business going forward.

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.

Crowdstacker

Who:

Crowdstacker is an FCA-regulated P2P lending platform, making peer to peer lending accessible and rewarding for investors and borrowers.

How:

Cognition24 was asked to conduct a review of Crowdstacker's Salesforce Sales and Marketing Cloud with particular focus on Pardot to Marketing Cloud migration.

All Clear Travel Insurance

Who:

All Clear Travel Insurance is a market leading insurance specialist for customers with pre-existing medical conditions. They are a global business with offices in the UK, Gibraltar and Australia.

How:

Cognition24 was asked to conduct a review of their CRM architecture and as a result, implemented Salesforce Sales, Marketing and Financial Services Cloud.

LeapFX

Who:

LeapFXG is a global provider of foreign exchange and international payment services for corporate and private clients across the UK, Europe, USA, Middle East, Asia and Africa.

How:

As an FX trading company LeapFX needed to move fast and quickly access data and systems. The solution designed for LeapFXG allowed this business to go from start-up to £1M turnover in less than 3 months.

Baker Jayne

Who:

Baker Jayne Insurance Brokers is an independent insurance and risk management consultancy.

How:

Baker Jayne is a mature business with a variety of internal systems, processes and data sources. Utilising our rapid implementation methodology, Cognition24 were able to bring all elements together and provide a simple, robust and effective Salesforce Financial Services solution.

Healix

Who:

Healix provides healthcare and risk management solutions to clients around the world, with offices in the UK, USA, New Zealand, Kenya, Singapore, Spain and Greece.

How:

Healix had purchased SalesForce Sales Cloud and needed our help with a rapid re-build for sales and marketing. We worked alongside senior management teams to configure an efficient management solution for sales, sales management, financial forecasting and marketing. In addition, we also assisted Healix with their reporting suite.

Audere Solutions

Who:

Audere is a regulated, independent foreign exchange risk management consultancy.

How:

Cognition24 provided critical support to Audere with Salesforce Financial Services Cloud, and administered additional user training to help further embed the solution. We also assisted Audere by building a suite of customised financial reports.

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