Private Equity
Deal pipeline, target tracking, diligence workflow and portfolio oversight with better leadership visibility.
Industries
Salesforce design shaped around how each sector actually sells, services and reports.
Forgemoor works in sectors where deal flow, service workload, approvals, handoffs and reporting have real operational consequences. The platform only works properly when those realities shape the design.
Sectors
Areas where operating detail changes what good Salesforce design looks like
Wealth Management
Client and household visibility, adviser activity, referrals, reviews and service requests in one operating view.
Insurance
Submissions, underwriting workflow, renewals, referrals and broker relationships with stronger control across teams.
Lending
Origination, underwriting, documents, approvals and servicing with clearer broker and borrower journey visibility.
Brokers
Introducer relationships, lender panel visibility, packaging, submissions and follow-up with stronger conversion control.
FX and Payments
Lead-to-trade visibility, onboarding, compliance handoffs and relationship management without fragmented coordination.
Manufacturing
Account growth, forecasting, quote handoff, distributor visibility and service transition for more complex customer journeys.
Recruitment
Client development, vacancy workflow, candidate progression, onboarding and consultant follow-up with clearer desk-level visibility.
What usually needs fixing
The same operational problems appear in different forms
Fragmented journeys
Pipeline, service activity and operational workflow are often split across systems or held in people’s heads.
Handoffs that stall
Sales, delivery, service and compliance teams do not always pass work cleanly between stages.
Reporting that lags behind reality
Leadership often relies on stitched-together updates instead of a live view of workload, pipeline and service performance.
Approach
Start with the operating model, not the technology wishlist
Forgemoor starts with process, ownership, control points and reporting needs before moving into platform design. That means understanding who needs to act, what has to move, where approvals sit and what leadership should be able to see without chasing updates.
Sometimes that means a cleaner sales process. Sometimes it means stronger service workflow, case handling, broker or adviser journeys, portal design, integrations or practical AI support. The point is not to force every sector into the same template.
Next step
If the sector context matters, start there.
We can begin with a focused conversation about pipeline, service workflow, approvals, reporting and the handoffs that should shape the Salesforce approach.