Cooper Parry Digital
Salesforce Implementation & Optimisation
From complex, multi-cloud Salesforce implementations to data migration, managed services, and continuous optimisation, we help you turn Salesforce into a connected commercial platform.
Salesforce for scale
At Cooper Parry Digital, we help mid-market businesses turn Salesforce into a system that actually works day-to-day, not just something that looks good on paper.
We don’t just implement Salesforce, we shape how it’s used across your business.
That means designing solutions around complex sales models, multi-entity structures, and evolving revenue streams, not just standard CRM processes.
Businesses need a scalable, highly configurable CRM that supports complex sales processes, deep reporting, automation and long-term growth across teams.
The Cooper Parry Digital team are here to help if you’re looking to:
- Scale or upgrade outgrown legacy systems
- Drive automation, reporting and efficiency across teams
- Replace digital tools (CRM, marketing, customer services etc.)
- Consolidate systems post-acquisition or merger
- Unlock better forecasting and pipeline visibility
Get Clarity On Your CRM
Why Cooper Parry Digital?
Successful Projects
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Salesforce AppExchange Rating
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Turn Salesforce Into a Revenue Engine
We connect sales, marketing, finance, and data to turn Salesforce into a true revenue engine, from pipeline to quote-to-cash, built for complex, scaling businesses.
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If any of this sounds familiar, you’re in the right place:
Get real visibility of pipeline, revenue and performance without chasing spreadsheets
Connect sales, marketing and finance so your data actually lines up
Simplify a messy tech stack (especially after investment, acquisition or rapid scaling)
Turn reporting from a monthly headache into something you can trust in real time
Why choose Cooper Parry Digital for Salesforce support
Our Salesforce team combines deep product expertise with experience delivering complex, multi-cloud programmes for fast-growing businesses.
We specialise in implementing and optimising the full Salesforce suite – including Agentforce, Sales Cloud, Service Cloud, Marketing Cloud, Marketing Cloud Account Engagement (Pardot), Revenue Cloud, Experience Cloud and Financial Services Cloud – with a focus on automation, analytics, and seamless integration.
But we don’t just cover the Salesforce stack, we bring a clear point of view on how to use it effectively:
- Revenue Cloud & CPQ – designing and optimising quote-to-cash processes for complex pricing, subscriptions, and scaling revenue models
- Data & Reporting – creating a single source of truth across sales, finance, and operations
- Multi-cloud architecture – connecting Sales, Service, Marketing, and Data Cloud into one cohesive platform
As a Platinum Salesforce Partner, we’re trusted to deliver high-impact transformations, not just implementations.
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Agentforce, AI & Automation
Salesforce is rapidly evolving towards AI-led workflows and we help you stay ahead of that shift.
We work with businesses to identify and deploy high-impact AI use cases across sales and service, from intelligent automation to AI-powered agents and copilots.
Our focus is practical – applying AI where it improves efficiency, decision-making, and customer experience, not just adopting features for the sake of it.
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Our approach: What's included in our Salesforce support?
Our Salesforce implementation team have years of experience working across multiple different industries, including Financial Services, Tech, Health & Life Sciences, Retail and Business Services. Our core services cover six key areas:
Implementation
End-to-end Salesforce implementations designed around your business, delivered on time, on budget and built to scale.
Third Party Integrations
Seamless integration of Salesforce with your finance, marketing and operational systems to create a single source of truth.
Optimisation
We review, refine and enhance your Salesforce setup to unlock more value as your business grows and evolves.
Training
Practical, role-based Salesforce training that drives adoption, confidence and long-term return on investment.
Managed Services
Ongoing Salesforce support, enhancements and expertise – without the cost or complexity of scaling an in-house team.
Discovery & Solution Design
A structured discovery phase to understand your goals, processes and data, shaping a Salesforce solution that fits first time.
FAQs
Yes. We regularly work with businesses who already use Salesforce but aren’t getting full value from it. Our Salesforce optimisation and managed support services help improve performance, simplify processes, increase adoption and ensure your CRM evolves as your business grows.
Yes. We specialise in integrating Salesforce with finance, marketing and operational platforms such as ERP, accounting, data and reporting tools. Our third-party integrations create a connected ecosystem – giving you a single source of truth across sales, finance and the wider business.
Our monthly managed support package underpins the continuous growth and development of your Salesforce solution and ensures your users have any issues and questions dealt with quickly. That includes around the clock support, multiple communication channels, management and review of your contract on a monthly basis and real time reporting and visibility into case performance and time management.
Salesforce is ideal for growing and mid-market organisations that need a scalable, flexible CRM. When implemented correctly, it supports better visibility, stronger customer relationships and more confident decision-making – without becoming complex or restrictive as the business scales.