Salesforce Consulting & Development Services

Elevate your people, processes, and tools with a Salesforce consulting partner aligned to your needs.

5/5

Based on 200+ reviews

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AI-Powered Lead Engagement Built for Salesforce Teams

Automatically respond to leads, answer customer questions, schedule meetings, and update Salesforce — all powered by AI and fully controlled by your business team.

Features:

Turn Every Lead Conversation into Sales Intelligence

EngagePilot is an AI-powered customer engagement agent that answers lead questions through SMS, qualifies buying intent, schedules meetings, and keeps every conversation and insight inside Salesforce.

Instant AI Conversations

Engage every lead instantly across SMS, email, chat, and social channels.

AI-Powered Answers

Deliver fast, accurate responses with intelligent AI-powered conversations.

Intelligent Qualification

Automatically qualify leads and route the best opportunities to your sales team.

Intent & Urgency Detection

Identify high-intent buyers and urgent inquiries in real time.

Empower Your Business with Intelligent AI Solutions

Artificial Intelligence is reshaping how businesses operate. We help organizations adopt practical AI solutions that automate workflows, enhance customer experiences, and unlock smarter decision-making—all while integrating seamlessly with your existing systems.

What We Deliver

AI Strategy & Roadmaps

Build a clear plan for successful AI adoption.

Business Process Automation

Eliminate repetitive tasks and improve efficiency.

AI Customer Engagement

Deploy intelligent chat, email, and voice assistants.

CRM + AI Integration

Connect AI with Salesforce, HubSpot, and your business tools.

Knowledge & Analytics

Turn business data into actionable insights with AI.

Why Choose Our AI Solutions?

Strategic Salesforce Solutions for Growth

Empower your organization to innovate, adapt, and create lasting value with expert Salesforce consulting. Our team combines deep technical knowledge and strategic insight to help you get the most from your Salesforce org. From implementation to optimization, our comprehensive Salesforce consulting services drive growth, streamline operations, and enable long-term success.

Salesforce Implementation

Implement Salesforce — including Sales Cloud, Service Cloud, Marketing Cloud, and more — customized for your unique needs.

Tailored Salesforce setup aligned with your business goals and processes
Seamless integration with existing systems and third-party applications
Data migration, configuration, and user enablement for smooth adoption
Ongoing support and optimization to maximize ROI and efficiency

Salesforce Managed Services

Gain access to a flexible and scalable solution to maintain and realize your investment — without having to hire additional full-time employees.

Proactive system monitoring, maintenance, and performance optimization
Continuous enhancements and updates aligned with evolving business needs
On-demand access to certified Salesforce experts without expanding your team
Cost-effective support model ensuring long-term platform stability and value

Over 12+ years of Salesforce consulting under our belt

For 12+ years, we’ve advised clients from virtually every industry on their digital transformation journeys with a personalized approach to their teams, their needs, and their goals with the Salesforce platform.

Your Trusted Salesforce Transformation Partner

We are a team of Salesforce-certified professionals with deep industry knowledge in the asset finance and commercial lending space. We understand the day-to-day challenges brokers face—manual processes, fragmented systems, compliance requirements—and we’ve built CRM solutions that solve them head-on.

Empowering Businesses to Work Smarter

We don’t just deliver software—we deliver transformation. Our solutions are fully customizable, scalable, and built with your business in mind. Whether you’re a solo broker or a growing brokerage team, we help you:

Automate workflows to reduce admin and increase productivity
Track deals and pipelines in real-time with total transparency
Manage client and lender relationships from one central dashboard
Ensure compliance with industry regulations and data security standards
Scale operations with smart reporting and analytics

Experience. Expertise. Excellence.

We don’t just deliver Salesforce solutions — we deliver partnerships that last. Our team combines technical mastery with a deep understanding of business strategy to ensure every Salesforce investment creates real value. With us, you gain more than a consultant — you gain a dedicated partner in success.

Industry-Focused: Built specifically for asset finance and commercial brokers
Salesforce-Powered: Harness the world’s #1 CRM platform
Customizable Solutions: Tailored to fit your exact business model
Expert Support: Backed by a team that understands your industry inside-out
Results-Driven: We help brokers close more deals, faster Let’s Build Your Brokerage of the Future Whether you're just starting out or scaling up, we’re here to help you transform the way you work

Fun facts from workspace

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Trusted by great companies.

From start-ups to telco giants, we help businesses of all sizes get the most out of their Salesforce experience.

Trusted by great companies.

From start-ups to telco giants, we help businesses of all sizes get the most out of their Salesforce experience.

Salesforce Products

Salesforce CRM Consulting PTY LTD have over the years have built significant expertise on various Salesforce products.

Asset Commitment Schedules

Manage and track asset finance deals directly in Salesforce.

Equifax Credit Check

Run and manage title searches directly within Salesforce for faster, safer due diligence.

Amortisation Schedule

Create Amortisation Schedules in Salesforce CRM for every single Deal

Auto Log Email Records

No More Manual Logging Just Smarter Communication Tracking

PPSR Schedule Automation

Auto-extract data from PPSR reports to build and export asset schedules in Salesforce.

PPSR
Searches

Run PPSR Searches Directly from Salesforce CRM

Success stories from our customers

The best way to showcase our commitment is through the experiences and stories of those who have partnered with us.

Safaa Sampson Project Manager

The team exceeded our expectations by delivering a seamless Salesforce integration. Communication was clear, and every milestone was met on time.

Frederic Hill Operations Director

Their consultants truly understand business needs. We saw immediate improvements in our workflow efficiency after their implementation.

Brendan Buck Marketing Specialist

Professional, responsive, and knowledgeable — they made a complex project feel effortless from start to finish.

Frances Barr Operations Manager

Exceptional attention to detail and a deep understanding of Salesforce capabilities. The results were beyond what we anticipated.

Safaa Sampson Project Manager

The team exceeded our expectations by delivering a seamless Salesforce integration. Communication was clear, and every milestone was met on time.

Frederic Hill Operations Director

Their consultants truly understand business needs. We saw immediate improvements in our workflow efficiency after their implementation.

Brendan Buck Marketing Specialist

Professional, responsive, and knowledgeable — they made a complex project feel effortless from start to finish.

Frances Barr Operations Manager

Exceptional attention to detail and a deep understanding of Salesforce capabilities. The results were beyond what we anticipated.

All Your Due Diligence Tools. One CRM.

From lead generation to settlement, our Salesforce CRM gives brokers a unified platform to manage every part of the finance process—including title searches. Say goodbye to manual steps and disconnected systems—and hello to smarter, faster, safer deals.

Want to see how title search integration works?