Partner directory
Salesforce implementation partners
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New Zealand-headquartered Salesforce, Data & AI consultancy with offices in Auckland and Sydney; specialisations in financial services, nonprofit and automotive (self-published).
US Salesforce consultancy focused on financial services — wealth management, banks and credit unions — with proprietary FSC accelerators; 50+ team members across the United States (self-published).
US Salesforce consultancy specialising exclusively in insurance: distribution management, broker portals and underwriting platforms (self-published).
Salesforce and Oracle consultancy (20 years, multilingual delivery) serving insurance and enterprise clients including Hong Kong entities (self-published).
US Salesforce consultancy with self-published depth in Financial Services Cloud; Dollar Bank (US$12B+ mutual bank) service transformation built on FSC (vendor-published, 2026).
Salesforce Summit partner (self-published, since 2010) with Singapore, USA and India presence; published Financial Services Cloud implementation for Singlife with Aviva (Singapore insurance).
25%
Salesforce Summit (Platinum) partner (self-published) with delivery centres in Bengaluru and offices in London and Dover, DE; published quantified FSC + Vlocity Insurance implementation for a US P&C insurer.
South African consultancy (Salesforce, Sage Intacct, Flowgear) with a named Financial Services Cloud + Sales + Service Cloud implementation for Old Mutual Insure, a leading Southern African short-term insurer.
Salesforce partner (self-published) delivering Salesforce implementation and integration work alongside an AI/EDI automation practice; three vendor-published, named Salesforce case studies in Canada (energy & utilities, logistics) and Singapore (wealth management Financial Services Cloud). Published markets claim: USA, Canada, Europe, Singapore & Australia.
New Zealand Salesforce consultancy with a nonprofit and financial-services delivery record, including an Agentforce Nonprofit Cloud implementation for Amnesty International and a Financial Services Cloud with customer portal for Christian Savings, alongside published case studies for NZ Food Network, AEGN, CAP and Crimson Education.
AI platforms global listings · AU availability flagged
Pricing
Document automation, proposal/quote generation and eSignature with approval tracking
Document automation and eSignature platform self-published as 'Trusted by 50K+ Clients' with a '40% Faster' doc-cycle claim and SOC 2/HIPAA/GDPR compliance statements; Salesforce listed under its own Integrations nav with a dedicated Salesforce CPQ resources page. ARCHIVE-CLASS record (Wayback 2026-07-21).
Pricing: Free tier, paid plans