Salesforce for Consultancies

Salesforce for IT Consultants, Marketing Consultants & Management Consultants

Creation Technology – Services for Consultancies

At Creation we help IT, Marketing & Management Consultants to utilise the power of the Salesforce.com Platform to increase sales, reduce costs & improve service delivery.

The Consultancies we work with either use Salesforce for Sales & Marketing activities & then integrate with 3rd party project management tools OR use Salesforce as a platform to manage the end to end activities of the Consultancy.

Functionality for Consultancies may include;

  • Sales & Service Management
  • B2B Marketing Automation using Pardot
  • 3rd Party or On-Platform Project Management
  • Time & Expense Management
  • Client & Partner Community
  • Employee / Consultant Community
  • Accountancy Integration for Invoicing

To find out more call now on 0044 (0) 208 735 4270 or submit the form & we will get back to you as quickly as possible.






Lead & Opportunity Management

We help Consultancies to access powerful functionality to segment prospects, quote effectively, mirror workflow processes to there business, create tasks & activities, add documents to records securely all directly from your Salesforce CRM. Generate more leads & close deals faster with Industry leading sales tools from Salesforce, the world’s no.1 cloud CRM provider.

Visually manage Leads & Opportunities with Kanban boards & on-page visualisations that surface key insights at the point of use.

Project Management

Generate Project Records in Salesforce once an Opportunity has been closed won. Allow your whole team to deliver against the Project using custom workflows, document management, in-built collaboration & communication tools, notes & files. Deliver one off or multiple projects for the same client & gain a central 365-degree view of every interaction with the business.

Alternatively integrate with Project Management 3rd Party Tools such as Jira, Slack etc. Record time & expense against project records & directly bill from Salesforce. Fully integrate with XERO, Sage & QuickBooks.

B2B Marketing Automation

Our Salesforce Services allow businesses to generate more leads by marketing more effectively to prospects via Pardot. Drive traffic from social channels, convert prospects with dynamic landing pages, focus on high value prospects with lead scoring & nurture prospects on mass with personalised engagement email campaigns.

Creation also offers Development on Demand customers additional digital marketing consultancy to support development of case studies, assets etc.

Salesforce for Consultancies

To find out more about our Salesforce for Consultancies Solution simply complete the form & a member of our Professional Services team will get in touch to discuss your Company’s specific requirements.