SALESFORCE PARTNER
Salesforce for measurable outcomes
Why Decision Inc. + ProQuest
From advisory to run: we assess, design, implement and govern Salesforce so it performs at scale integrated with your core platforms and measured against finance and service KPIs.
Advisory‑led, outcome‑driven
Baseline current state, set a governed roadmap, and reduce execution risk with clear control points and benefits tracking.
Salesforce multi‑cloud capability
Certified delivery across Sales, Service, Field Service, Marketing/Account Engagement, Data Cloud, CPQ/Revenue, Experience and Tableau.
Service & Field expertise
Deep Field Service operations, scheduling and mobility patterns proven in ANZ enterprises and utilities.
Data‑first approach
Data Cloud identity, segmentation and activation; Tableau/CRM Analytics; integration patterns for Microsoft/SAP/AWS.
Operate and enhance
Managed enhancements with SLAs; backlog governance; adoption and value realisation telemetry.
INDUSTRY SOLUTIONS
Retail
Customer 360 with Data Cloud + Marketing Cloud; promotions and loyalty; POS/ERP integration; Tableau for margin and cohort analysis.
Manufacturing
CPQ/Revenue + Service + Field Service; SAP integration for orders/parts; portals for partners and service agents.
Mining & Utilities
Field Service safety, scheduling and asset portals via Experience Cloud; maintenance data integration; compliance reporting.
Financial Services
Consent, journeys and secure case management; Data Cloud identity; regulatory reporting patterns.
Services
Advisory
• Health & value assessment: current state, controls, backlog and quantified opportunities
• Roadmap and business case with risk and benefit profiles
• Architecture and integration patterns (SAP/Microsoft/AWS)
Design & Implementation
• Multi‑cloud rollouts (Sales, Service, Field, Data Cloud, Marketing)
• Migration to Revenue Cloud from legacy CPQ
• Testing strategy, DevOps and release management
Managed Enhancements
• Backlog intake, prioritisation and SLAs
• Telemetry for adoption and value realisation
• Runbooks, monitoring and incident response
Change & Adoption
• Enablement for sales, service and field teams
• Role‑based content and job aids
• Benefits tracking and continuous improvement
CAPABILITIES
Sales Cloud
- • Lead‑to‑cash execution; pipeline hygiene and forecast discipline
- • Revenue Cloud alignment: product, price and approval controls
- • Role‑based analytics for conversion, win‑rate and margin
Service Cloud
- • Case management and knowledge with SLA control
- • Omni‑channel routing with triage and escalation patterns
- • AI‑assisted service and deflection with measurement
Data Cloud
- • Ingestion pipelines; unification and identity resolution
- • Governed segments and near‑real‑time activation
- • Downstream integration with analytics and marketing platforms
Integration & Automation
- • MuleSoft and Flow patterns with monitoring and retries
- • SAP and Microsoft integration; event‑driven updates
- • Auditable interfaces and error handling
Ananlytics & AI
- • Tableau and CRM Analytics dashboards aligned to roles
- • Einstein use‑cases with prompt governance and risk controls
- • Value tracking, adoption telemetry
Experience Cloud
- • Partner and customer portals with role‑based access and audit
- • Service, asset and order visibility
- • Self‑service journeys with measurable deflection
CPQ / Revenue Cloud
- • Product and pricing models with guardrails
- • Approvals; billing alignment and revenue operations
- • Migration planning from legacy CPQ
Field Service
- • Scheduling optimisation; mobility; inventory and compliance
- • Safety workflows and asset history
- • Offline patterns; technician enablement and adoption
Security and Governance
- • Role models; data residency; audit
- • DevOps/CI/CD; environment strategy and release hygiene
- • Controls mapped to organisational policy
Marketing Cloud / Account Engagement
- • Consent management and governed data
- • Segmentation and journeys for B2B/B2C with measurement
- • Activation via Data Cloud with controlled personalisation
OUR SALESFORCE CUSTOMER SUCCESS STORIES
Australia | Retail
JB HI-FI
As JB Hi-Fi Group expanded, the need for smarter systems to support operations became more important. That’s where we came in.
Australia | Gas
BOC
We supported BOC in streamlining service operations, improving technician scheduling and making internal processes more efficient through Salesforce.
OUR PARTNER SPECIALISATIONS
With ProQuest, you not only have a trusted solutions provider, but a true partner in growth and success, whether as a client, or as an internal employee.
