Customer Benefits

> Accounting

This accelerator provides all of the core CRM, Business Development & Risk Management functionality an Accountancy Firm is likely to need to be able to get up and running quickly on the Salesforce platform.

Key Features include:

  • Client 360
  • Conflict Checking & Risk Assessments
  • Digital Marketing & Event Management
  • Lead & Opportunity Management
  • Embedded E-Learning & Training

> Consulting

This accelerator provides all of the core CRM, Business Development & Project Management functionality a consultancy is likely to need to be able to get up and running quickly on the Salesforce platform.

Key Features include:

  • Client 360
  • Digital Marketing & Event Management
  • Lead & Opportunity Management
  • Delivery Handover
  • Mobilisation Activity Management
  • Project 360
  • Embedded E-Learning & Training

> Memberships

This accelerator provides all of the member management, engagement, support, and self-service portal functionality a memberships organisation is likely to need to be able to get up and running quickly on the Salesforce platform.

Key Features include:

  • Member Acquisition & Onboarding Management
  • Member 360
  • Retention & Churn Management
  • Digital Engagement & Event Management
  • Member Support & Issue Management
  • Member Self-Service

> Residential House Building

This accelerator provides all of the core Marketing & Enquiry Management, Residential Sales, Customer Service & Property Management functionality a House Builder or Property Developer is likely to need to be able to get up and running quickly on the Salesforce platform.

Key Features include:

  • Digital Marketing & Enquiry Management
  • Reservation Management
  • Incentive & Extras Management
  • Exchange & Completion Management
  • Snagging & Warranty Management
  • Property 360
  • Contractor & Job Management
  • Customer Self-Service Portal

> Estate Agency

This accelerator provides all of the core sales, service and customer self service functionality an estate agency running Sales and/or Lettings divisions is likely to need to be able to get up and running quickly on the Salesforce platform.

Key Features include:

  • Enquiry & Account Management
  • Deal/Tenancy Pipeline Management
  • Customer Portals for the each customer persona (Vendor, Buyer, Landlord, Tenant)
  • Property Portfolio Management
  • Customer & Property Compliance
  • Mobile/Email Integration
  • Industry Specific Reports & Dashboards Suite
  • Artificial Intelligence Enabled via Data Cloud

> Social Housing

This accelerator provides the core tenant management, contact centre & property management functionality a housing association is likely to need to be able to get up and running quickly on the Salesforce platform.

Key Features include:

  • Tenant Management & Communications
  • Contact Centre Management
  • Property & Asset Management
  • Rent & Void Management
  • Tenant Self-Service Portal

> FM

This accelerator provides all of the core Marketing & Business Development, Bid, Contract & Key Account Management functionality an FM organisation is likely to need to be able to get up and running quickly on the Salesforce platform.

Key Features include:

  • Digital Marketing & Lead Management
  • Bid Management
  • Contract Mobilisation & Handover
  • Customer & Contact 360
  • Key Account Planning
  • Renewal & Attrition Management
  • Contact Centre Enablement & Case Management
  • Customer Self-Service Portal

> Construction

This accelerator provides all of the core Marketing & Business Development, Bid, Contract & Key Account Management functionality a Construction company is likely to need to be able to get up and running quickly on the Salesforce platform.

Key Features include:

  • Digital Marketing & Lead Management
  • Bid Management
  • Project Mobilisation & Handover
  • Customer & Contact 360
  • Key Account Planning
  • Renewal & Attrition Management
  • Contact Centre Enablement & Case Management
  • Customer Self-Service Portal

> Commercial

This accelerator provides all of the core CRM, Business Development, Listings, Sales and Deal Management functionality a Commercial Real Estate consultancy is likely to need to be able to get up and running quickly on the Salesforce platform.

Key Features include:

  • Client 360
  • Digital Marketing & Event Management
  • Lead & Opportunity Management
  • Pitch Management
  • Listings & Sales
  • Deal Management
  • Embedded E-Learning & Training

> Hi-Tech

his accelerator provides all of the core sales, service and marketing functionality a technology provider is likely to need to be able to get up and running quickly on the Salesforce platform.

Key Features include:

  • Digital Marketing Engagement
  • Lead & Opportunity Management
  • Customer 360
  • Retention and Upsell Management
  • Customer Service
  • Mobile/Email Integration
  • Industry Specific Reports & Dashboards Suite

> TTHL - Hotels

This accelerator provides all of the core sales, service and marketing functionality a hotel likely needs to be able to get up and running quickly on the Salesforce platform.

Key Features include:

  • Digital Marketing and Traveller journey
  • Enquiry & Profile Management
  • Reservations Pipeline Management (room, spa, conferences)
  • Customer Service (changes, cancellations, issues)
  • Property Management (hotels, rooms)
  • Mobile/Email Integration
  • Industry Specific Reports & Dashboards Suite

> TTHL - Travel

This accelerator provides all of the core sales, service and customer self service functionality a Travel Agency offering travel bookings (staycations, travel experiences) is likely to need to be able to get up and running quickly on the Salesforce platform.

Key Features include:

  • Enquiry & Profile Management
  • Booking Pipeline management
  • Customer Portals for Travellers (pre, during and post travel)
  • Customer Service (changes, cancellations, issues)
  • Property Management (Parks, Staycations, Transport)
  • Mobile/Email Integration
  • Industry Specific Reports & Dashboards Suite

> TTHL - Transport and Logistics

This accelerator provides all of the core sales, service and customer self service functionality a transport, logistics or freight forward is likely to need to be able to get up and running quickly on the Salesforce platform.

Key Features include:

  • Enquiry & Account Management
  • Opportunity Management and value added services
  • Shipment Tracking
  • Control Centre / Customer Service (SLAs, issue management)
  • Mobile/Email Integration
  • Industry Specific Reports & Dashboards Suite