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Salesforce Assessment
An independent review of your Salesforce platform, shaped around your top priorities. You get a clear picture of where you stand, the risks that matter, and a plan your team can act on.
For UK financial services
Our Salesforce Services
We help UK financial services firms get more from Salesforce. That means a healthier platform. It also means a stronger team around it: clearer governance, better decisions, and the confidence to change without breaking what already works. Engagements usually start with an assessment, grow into an advisory relationship, and extend into delivery as the platform needs it.
Three ways in
Start with whichever fits where you are today.
Architecture and Advisory
Senior Salesforce architecture and design authority, embedded in how your team already works. We help you make the right calls early, govern change as you grow, and build your team’s capability along the way.
Salesforce Delivery
One team from recommendation to build. We clear what holds you back and roll out what moves you forward, on foundations that scale.
Where it leads
Most engagements grow from there.
01
Platform Stabilisation
Close risks, remove technical debt, make change safe again.
02
Data Standardisation
Dedupe, enrich and standardise data you can trust.
03
Process Automation
Agentforce, FSC and Data Cloud where they earn their place, on foundations that hold.
Not sure where to start?
Start with a quick chat. We will give you an independent first view, and tell you whether an assessment is the right next step.