We can help unite your teams with a shared view of your customers, their data, and key insights – all on one single connected platform.
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The Impact Lightsource BP transformed the way it operates by implementing a scalable Salesforce solution that unites teams, simplifies compliance, and supports its mission to lead the global energy transition….
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The Impact Kind Wealth transformed the way it delivers financial advice by implementing a tailored Salesforce solution that centralises client data, automates admin, and streamlines every stage of the client…
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The Impact Eliot Partnership transformed the way it manages executive search by implementing a customised Salesforce solution that centralises candidate tracking, invoicing, referral management, and global collaboration. With seamless Outlook…
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The Impact Eastleigh Borough Council transformed the way it delivers housing by launching a first-of-its-kind Salesforce solution to manage sales, customisation, compliance, and snagging in one place. With a fully…
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The Impact B2C2 accelerated client onboarding and cut down manual admin by automating compliance and risk checks directly within Salesforce. This streamlined approach improved client retention, enhanced regulatory compliance, and…
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An Introduction To Kind Wealth Kind Wealth is dedicated to helping families thrive—not just today, but for generations to come. As a growing organisation, they’ve built a reputation for delivering…
