Consulting services

Audit

Maximise ROI.

Our Salesforce audit gives you the insights, and the leverage, you need to get the most from your CRM investment. We combine technical analysis with commercial insight and stakeholder input to help you cut waste and focus on what truly drives value.

Our process includes metadata analysis, interviews, commercial benchmarking, and a full report with actionable recommendations. Whether you need to rationalise licences, de-risk your architecture, or prepare for a renegotiation, we give you a clear path forward.

• Identify underused licences and recommend re-allocation
• Identify technical debt so you know what could be slowing you down

Agentforce

AI-powered in weeks with CHAMPS.

No one wants to be holding an abacus in a room full of people with calculators. Embracing AI is crucial to your ongoing success. With Agentforce, upon which our CHAMPS are built, you can get started today for free.

Agentforce gives you the platform. CHAMPS gives your sales and marketing teams the results they need, fast. If you’ve been told you need Data Cloud, you don’t need to spend a single credit.

• Research, react and engage with personalised content at scale
• Accelerate sales rep ramp-up
• Coach sales reps to maximise individual performance
• Rapid deployments, start and finish within a month

Sales Cloud

Global No.1 sales CRM for a reason.

Sales Cloud gives your team the processes, visibility and automation needed to sell consistently and at scale. But it only works when it reflects how your people actually sell.

We tailor Sales Cloud to your business, so reps can focus on relationships, managers can forecast accurately, and leaders can make better decisions.

• Identify leads, match to accounts, and allocate to reps so they can react fast
• Clear lead and opportunity tracking
• Automated engagement and follow-ups
• AI-driven insights to prioritise leads and deals more effectively
• Accurate forecasts based on real-time data, not spreadsheets
• End-to-end sales journeys that reduce handoffs and increase win rates

Revenue Cloud

Streamline quoting. Accelerate sales.

When speed, accuracy and scalability matter, Revenue Cloud enables you to move quickly and confidently. It’s especially valuable when you’re dealing with complex product bundles, varied pricing models, and a need for consistent contracts.

For businesses looking to scale or reduce operational bottlenecks, Revenue Cloud becomes a force multiplier. And if your team has previously struggled with stalled rollouts, we’ll help you reset and implement the right way.

• Launch new products and promos faster
• Submit orders right first time
• Automate complex contract lifecycles and order fulfilment
• Enable customers to self-serve
• Free up your sales team to sell, not build quotes manually

Marketing Cloud

More MQL. Measurable ROI.

In B2B, every message matters. Marketing Cloud lets you send highly targeted, personalised emails at scale, based on current data and lead behaviour. No more generic campaigns.

We help you build automated, insight-driven email journeys that support longer sales cycles, align with your account-based strategies, and prove real commercial impact.

• Smarter segmentation using attributes of the target project, individual or company
• Personalised, yet scalable, email campaign content
• Automated nurture flows that keep deals warm
• Qualify leads with transparent behaviour scoring
• Clear attribution reporting to show what’s working, and what’s not

Field Service

Faster installs. Lower cost-to-serve.

Running operations with Field Service, it’s possible to delight both your customers and the CFO, with faster, more efficient scheduling and field visits meaning happier clients and lower cost-to-serve.

Field Service connects your dispatchers and field engineers, ensuring the right person arrives at the right place, with the right tools, every time.

• Dynamic scheduling that can adapt to emergencies
• Mobile app to keep technicians on the road with job details, checklists and updates
• Higher first-time fix rates
• Embedded health and safety checklists

Insights with Tableau

Manage at a glance. Monetise your insights.

Bring the numbers your leadership team argues about into one place, and make them the same numbers your reps see. We build the models and the dashboards on top of the data your CRM already holds.

Integrations with Mulesoft

Maximise efficiency. No more silos.

Full 360-degree customer visibility and end-to-end, agent-first process automation. That’s the dream. To make it a reality you need to make integrating easy and manageable. That’s where Mulesoft comes in.

Cloud Hikers has experience integrating Salesforce with a variety of apps using Mulesoft, including project lead data such as Glenigan, data enrichment tools, ERP such as Sage, and billing.

Portals with Experience Cloud

Seamless experiences. Better collaboration.

Empower your customers, partners or employees with self-service portals, knowledge hubs and collaboration spaces, fully branded and connected to your Salesforce data.

Whether it’s case tracking, project updates, document sharing or partner enablement, we help you design portals that reduce manual touchpoints and enhance engagement.

• 24/7 customer self-service for updates, documents and support
• Lower support costs and shorter resolution times
• Real-time collaboration and visibility for partners and teams
• Embedded upsell and insight opportunities that deepen relationships

Project management

Fast, reliable results. Delivery as it should be.

Delivery run by people who have done it before, with the governance sized to the job rather than to the invoice. Agile, iterative releases that put value in the hands of your users fast.