01
Insurance
Broker relationships, submissions, renewals and document hand-offs.
Explore insurance →Industries
Salesforce shaped around the way your industry works.
Explore how Salesforce can support the relationships and operational processes in your sector.
Talk to ForgemoorExplore your industry
Explore the CRM needs in your sector.
02
Lending & commercial finance
Applications, document requests, lender submissions and operational casework.
Explore lending & commercial finance →03
Recruitment & workforce operations
Onboarding, placements, readiness, timesheets and finance hand-offs.
Explore recruitment & workforce operations →04
Professional services
Client relationships, project intake, time, work in progress and billing preparation.
Explore professional services →05
Facilities & field services
Quote-to-job workflows, completion evidence, recurring visits and renewals.
Explore facilities & field services →06
Travel, hospitality & concierge
Enquiry-to-booking journeys, service requests, preferences and specialist hand-offs.
Explore travel, hospitality & concierge →One platform. Different priorities.
Design around the whole process.
Understand the hand-offs
Map the people, decisions and information behind the process. Identify where ownership is unclear or teams have to chase an update.
Connect the right systems
Keep specialist platforms where they add value. Agree where each record belongs and how Salesforce should support the wider workflow.
See the approach early
Our consultants use AI throughout delivery to support discovery, prototypes, testing and documentation, with design and review remaining their responsibility.
Introduce AI where it helps
Consider a focused assistant or automation only where there is a useful task, permitted information and a clear review step.
Your industry is not listed?
Tell us how your team works and what needs to improve. We can explore whether Salesforce is the right fit and where to start.
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