Salesforce
Salesforce Consulting
Cloud23 provides Salesforce consulting to banks, insurers and enterprises across Africa and beyond, covering org audits, target architecture, transformation roadmaps and Centre of Excellence design.
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Salesforce for Enterprise Services
Cloud23 helps enterprise services organisations run sales, delivery and client service on one connected Salesforce platform, replacing disconnected systems with a single view from first contact to renewal.
Cloud23 helps enterprise services firms — professional services, business process and technology services providers — run the full client lifecycle on Salesforce: pipeline and account management, client onboarding, service delivery and renewals, connected to the finance and delivery systems where the work is costed and done.
Services businesses sell relationships and deliver through people, yet many run on a patchwork: CRM for pipeline, spreadsheets for account plans, a PSA or project tool for delivery, and a finance system that agrees with none of them. The result is familiar — renewals that surprise, cross-sell that never happens because nobody sees the whole account, and account reviews assembled by hand. Cloud23 connects that patchwork into a single operating view.
Cloud23 is itself a services firm, and it builds for the economics it understands: utilisation, repeat business and margin visibility. Its named case studies are in banking rather than enterprise services, and it is candid about that — what it brings this sector is platform capability and an operator's grasp of how services firms actually make money.
The context
Pressures shaping the sector
Growth depends on repeat and expanded business
Winning more from existing clients is cheaper than winning new logos, but it requires a whole-account view across service lines that fragmented systems cannot provide.
Margin lives in the gaps between systems
When CRM, delivery and finance disagree, scope creep goes unbilled, utilisation is guessed, and margin erosion is discovered at quarter-end instead of prevented in-flight.
Clients expect transparency on delivery
Enterprise buyers increasingly expect self-service visibility of engagement status, tickets and commitments — the standard set by the software platforms they already use.
Proposals and onboarding are slower than they should be
Manual quote assembly, contract handling and client onboarding delay revenue at the exact moment enthusiasm is highest on both sides.
Institutional knowledge lives in inboxes
When account history sits in personal email and memory, every staff departure erodes client relationships and every handover restarts the learning curve.
How we help
Capabilities we bring to the sector
Pipeline and account management
Salesforce implementation for the full commercial cycle — opportunities, account plans and whitespace across service lines — replacing spreadsheet-based account management.
Client onboarding workflows
Structured onboarding with document collection, approvals and kick-off tasks, so new engagements start in days with nothing lost between sales and delivery.
Client service desks on Service Cloud
Case management with SLAs and entitlement tracking for ongoing service relationships, giving clients one front door and the firm one queue.
Integration with PSA and finance systems
MuleSoft integration between Salesforce, professional services automation and finance platforms, so pipeline, delivery and billing describe the same reality.
Managed evolution of the platform
Managed services and architecture guidance that keep the platform aligned with the firm as service lines, pricing models and structures change.
Where to start
Practical transformation opportunities
- A single pipeline and account view across service lines, ending per-team spreadsheet forecasting
- Client onboarding workflows with document collection and approvals built in
- Quote-to-cash integration between Salesforce and the finance system
- A client service desk with SLAs and entitlements, giving clients transparency on every request
- Account planning and whitespace analysis on unified account data
- Renewal management driven by engagement health signals rather than calendar reminders
FAQ
Frequently asked questions
What does Cloud23 mean by enterprise services?
Firms whose product is delivered expertise or managed capability: consultancies, technology and IT services providers, business process outsourcers, and professional services businesses. They share an operating model — relationship-led sales, people-based delivery, recurring or repeat revenue — and, usually, the same systems gap between how work is sold, delivered and billed.
We already use a PSA tool. Where does Salesforce fit?
The PSA keeps resourcing, timesheets and project financials; Salesforce owns the client relationship — pipeline, account plans, onboarding, service requests and renewals. Integrated through an API layer, opportunities flow into projects and delivery status flows back to the account view. The common failure is forcing one tool to do both jobs; the fix is a clean boundary and reliable integration between them.
How does an engagement with Cloud23 typically start?
With a short discovery: how the firm sells, delivers and bills today, where the numbers disagree, and which gap costs most. From that comes a phased roadmap — usually starting with pipeline and account visibility, because it delivers value quickly and creates the data foundation for onboarding, service and quote-to-cash phases. No big-bang rebuilds.
Can we start small and expand?
Yes, and you should. A first phase focused on one gap — a unified pipeline, or a client service desk — proves value in months and surfaces how the firm really works before larger design decisions are locked in. Each subsequent phase builds on the same platform and data model rather than starting again.
Keep exploring
Related services and work
Salesforce
Salesforce Implementation
Cloud23 implements Salesforce end to end for banks, insurers and enterprises, from discovery and solution design through configuration, integration, data migration, testing and hypercare.
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Service & Contact Centre Transformation (Service Cloud)
Cloud23 transforms service operations and contact centres on Salesforce Service Cloud, unifying channels, case management, knowledge and telephony into a single agent workspace.
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MuleSoft & Enterprise Integration
Cloud23 designs and builds enterprise integration on MuleSoft, using API-led architecture to connect Salesforce with core banking, payments, identity and legacy systems for regulated businesses across Africa and beyond.
Explore serviceManaged Operations
Salesforce Managed Services
Cloud23 is a Salesforce Managed Services Partner that takes ongoing accountability for clients' Salesforce estates — administration, support, development, release management and optimisation under one agreement — delivered by teams across Africa, India and the US.
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