Salesforce for
Professional Services

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Build profitable ongoing business relationships with Salesforce

We have extensive experience designing solutions for both B2B and B2C services companies using Salesforce Technology.

Our clients see success across Sales, Marketing, Service & Accounting through increased efficiency, collaboration and data visibility.

Our innovative and flexible approach makes us well suited to work in new areas – adapting best practice models to fit your organisation’s business processes and service offerings.

Industry Expertise

Flexible Solutions for the modern B2B business

Our innovative and flexible approach makes us well suited to work in new areas – adapting best practice models to fit your organisation’s business processes and service offerings.

We create end-to-end solutions to manage your Sales pipeline and customer acquisition campaigns across Marketing and Sales – building solutions using Pardot, Sales Cloud, CPQ and Accounting Systems.

For account management and customer support, we provide customer service solutions that connect seamlessly with your business systems.

QUOTE-TO-CASH
EXPERTISE

Our Quote to Cash Centre of Excellence is expert in delivering systems that reduce your cash to order time – while empowering Sales teams to make quotes faster and more accurately.

Our partnership with the Advanced Technology Group the US leading Salesforce expert in billing systems keeps us at the forefront of evolving best practice for Quote-to-Cash.

Industry Solutions

sales and opportunity forecast - icon

Pipeline
Reporting

Configure Price Quote - Quote to Cash - Icon

Quote-to-Cash
Solutions

integration between systems - icon

System
Integration

Pardot Marketing cloud Automation and implementation - icon

B2B Marketing
Automation

Accounting and financial automation - icon

Accounting
Solutions

Customer Service and support Team - icon

Customer
Service

ongoing success and increasing rewards - icon

Comprehensive
Reporting

Field Service Lightning - ServiceMax - Icon

Field
Service

Professional Services Salesforce Case Studies Document

A Sample of our Work in Professional Services

To learn more about Westbrook clients have seen success using Salesforce, complete the form to the right.

A sample of our projects will be emailed to the address provided.

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