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Where are you on your journey?

We are an independent Salesforce consultancy
focusing on helping your business

Introducing Process Advisors

Considering Salesforce

How can Salesforce
help my business?

You’d be surprised by what is possible

Salesforce is a huge system and can deliver significant benefits but it is complex. Let Process Advisors help you find the right course of action by defining your business requirements and helping you select a suitable implementation partner.

Our services include:

  • Building the business case and managing the Salesforce partner selection process
  • Capturing your business requirements and mapping the target customer experience
  • Providing training & workshops to show how Salesforce works and can meet your needs


Implementing Salesforce

Getting your implementation right first time increases user adoption, saves money, and gives you a pathway to a successful project. Process Advisors can help ensure a smooth implementation and reduce your project risks.

Our services include:

  • Ongoing project management to keep the delivery on-track
  • Full data migration, a frequently overlooked aspect that is critical to success
  • Creating the new operational processes so your teams can adopt Salesforce
  • User training in Salesforce based on your specific implementations and customisations


Reduce the chaos for a successful project

There is too much
to do!

Using Salesforce

How can I increase
user adoption?

Use Salesforce to its full potential

Is your Sales team struggling to use Salesforce?

Or the marketing department struggling to build reports?

Process Advisors can help improve adoption through targeted training for your team. We can review the goals of the implementation and interview users to produce a series of actionable recommendations.

Our services include:

  • One on one mentoring, or in small groups to address specific issues
  • Development of training based on needs
  • Implement data quality to reduce duplicates and improve accuracy
  • Review your business processes and reporting


Why Use Process Advisors

Impartial – Our consultants are never put under pressure to achieve a specific outcome, just to provide impartial information.

We listen – We believe that before we supply any advice we need to understand your business and expectations.

Simplicity – We provide just enough to support your business and no more than is required.

Supplier Neutral – We advise on what is best for you not someone else.

Clarity –  We show you step by step, issue by issue, the reasoning behind our recommendations and actions.

Good Value – Our fees, if there are any, are very competitive and good value for money.

Have a question – Contact Us

We are here to help you not bother you