Digitalised Solutions tailored around your business | Salesforce Consultancy​​

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Salesforce Consultancy​

driven by you.

“Salesforce: The Emerging Powerhouse for Businesses across Industries”

Unleash the potential of Salesforce, the swiftly growing platform that caters to a multitude of industries including Finance, Health, and Retail.

Our Salesforce Consultants firmly believe in the boundless possibilities that Salesforce offers. Whether you’re a novice or an experienced user, we are here to empower you in achieving your goals.

Our team of highly skilled Business Analysts specialise in assessing your unique requirements and optimising your processes. With their expertise, we develop an efficient and scalable solution tailored to your business needs, ensuring continuous growth and success.

Choose us as your trusted partner on your Salesforce journey. Together, we will pave the way for your business to thrive.

Our Expertise

for seamless delivery of your requirements.

Financial Services

Transform your financial institution with Salesforces state-of-the-art Financial Service Cloud. Experience seamless integration, bespoke solutions, streamlined processes, advanced analytics, and personalised strategies that drive growth and satisfaction.

Healthcare

Revolutionise your healthcare organisation with Salesforces cutting-edge Healthcare Cloud. Benefit from seamless connectivity, tailored solutions, optimised processes, robust analytics, and bespoke approaches that foster growth and satisfaction.

Field Service

Optimise your field service operations with our advanced Field Service Cloud. Enjoy smooth integration, personalised resolutions, streamlined workflows, comprehensive analytics, and bespoke strategies that drive efficiency and satisfaction.

Integrations

Unleash the full potential of Salesforce with our seamless integrations. Empower your business with enhanced sales, service, marketing, and analytics capabilities. Streamline workflows, tailor solutions, and fuel growth with our comprehensive Salesforce integrations.

Customer Experience

Elevate customer experiences to unprecedented levels with our cutting-edge Experience Cloud. Benefit from effortless integration, bespoke solutions, streamlined workflows, and comprehensive analytics that drive satisfaction and growth.

Sales & Service

Supercharge your sales, service, and marketing efforts with our integrated Sales and Service Cloud, supported by Marketing Cloud. Enjoy seamless connectivity, personalised solutions, optimised workflows, and targeted campaigns that fuel satisfaction, growth, and success.

Our CRM Services

for an end-to-end delivery.

Advisory, Deployment & Migration Services

Whether you’re a start-up company exploring CRM for the first time or an established enterprise seeking to upgrade your current system, our expert consultancy services are at your disposal. We assess your unique requirements and recommend the most suitable and cost-effective CRM system tailored for your business.

Business Analysis & Implementation Services

Salesforce is an extraordinary CRM system, turns manual tasks into automated processes with its advanced features. If you’re juggling Excel sheets or manually moving data, we can assist. Our services can boost your productivity by automating your business processes. Contact us today to streamline your operations.

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Our Proven Process

for delivering your requirements

Step 1

Gather Requirements

A scoping session to gain a good understanding of your needs as well as your like to haves

Step 2

Design the Solution

We will analyse your requirements and present the most compatible solution with recommendations.

Step 3

Implement the Solution

Sit back and see your requests come to life. Customers are given the flexibility to make any minor tweaks to the design.

Step 4

User Interface Testing

We thoroughly test all processes and workflows before we ask you to trial your newly built solution.

Step 5

Go Live

Once all has been tested, ironed out and approved by yourself, the implementation will be moved to Production out of hours to cause minimal disruption.

Step 6

Training

Staff will be provided with training and support. All changes applied to Salesforce and user procedure will be fully documented so you are never left in the dark.

Our Bespoke Salesforce Solutions

built around your processes and your naming conventions.

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At Digitalised Finance, we provide bespoke Salesforce Apps tailored to align with your unique processes and naming conventions. These comprehensive packages include all requisite objects, fields, and workflows, all set to be shaped according to your preferences and seamlessly integrated into your Salesforce organisation.

Leverage the combined power of Salesforce and Digitalised Finance to unlock your technology’s potential. Our suite of services extends from dedicated support and maintenance to crafting customised solutions, all designed to cater to your specific needs. We collaborate closely with you to understand your technology requirements, and develop personalised solutions. Further, we offer extensive training and support, empowering you to manage your Salesforce effectively.

What we can do for you

Let us help you achieve your goals

Time

Let us take the weight of your back to free up your precious time

Costs

Lower your spendings on your IT systems and subscriptions

Productivity

Increase your productivity by automating your procedures
Health Care
Health Care
Salesforce Verified
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We recently had the pleasure of partnering with a consultancy for the implementation of Salesforce Health Cloud with care plans, and we cannot express enough how impressed we am with their outstanding service and remarkable affordability. From start to finish, they demonstrated unwavering commitment and expertise, providing a seamless experience that surpassed all expectations.
FinTech
FinTech
Salesforce Verified
Read More
Excellent Salesforce knowledge coupled with pragmatism obviously drawn from years of business experience.
Commercial Banking
Commercial Banking
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Digitalised Solutions recently completed a remarkable Trade Finance implementation on Salesforce, focusing on LC Register and Reimbursements. This transformative project eliminated the reliance on Excel spreadsheets.

They demonstrated exceptional expertise and deep understanding of Trade Finance operations throughout. The integration of Salesforce with our existing systems reduced manual data entry efforts while greatly enhancing the accuracy and efficiency of our processes.
FinTech
FinTech
Salesforce Verified
Read More
Taking the time to understand our business need and delivering a solution that met our requirements on time is very valuable to the success of our business.
Health Care
Health Care
MyBiome
Read More
Digitalised Solutions proved to be an invaluable partner in setting up a comprehensive customer data management system via Salesforce. Their expertise and dedication enabled us to efficiently store and manage customer data, including test results.

They seamlessly built and integrated the system with our website, ensuring a cohesive user experience. We highly recommend DigiSol to organisations in need of a robust data management solution with seamless website integration.
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