Relationship context across the firm
Bring organisations, contacts, introductions and opportunities together with access appropriate to each team.
Salesforce for professional services
Keep client context through to delivery.
Connect opportunities, project or matter intake, responsibilities and billing preparation. We help advisory and professional services firms make Salesforce useful beyond the sales pipeline.
Where Salesforce can help
Connect the engagement to the work behind it.
A deliberate handover into delivery
Connect the agreed engagement with intake checks, responsibilities and next actions.
Useful time and work visibility
Explore time, budgets and work in progress using agreed definitions and the right source systems.
Billing preparation with fewer gaps
Make approved information and missing inputs visible before handing work to the finance team.
Engagement workflow
Keep context intact when work is won
- 01
Relationship
Capture client context and the opportunity.
- 02
Intake
Confirm the engagement and required reviews.
- 03
Delivery
Track ownership, work and agreed time information.
- 04
Billing preparation
Review approved inputs before the finance hand-off.
Confidentiality, matter access and conflict-review responsibilities must shape the design. Salesforce can connect the workflow without replacing specialist practice-management or accounting systems.
AI assistance
Draft updates from project context.
We choose between Agentforce, a custom assistant and conventional automation based on the task. MCP can connect an assistant to permitted tools and data, with review before any agreed action.
Explore AI and MCP setupAn AI use case
Prepare a project update for review
An assistant could bring permitted milestones, recent notes and outstanding actions into a draft update. The engagement lead checks accuracy, confidentiality and audience before anything is shared.
Draft for human review · Access limited to permitted information
Working with Forgemoor
CRM support beyond the sales pipeline.
We can review your current CRM, implement Salesforce or connect it to a specialist system. Our consultants use early prototypes to test the design with your team.
What gets lost between winning work and delivering it?
Let’s explore the process, the systems around it and a practical first improvement.