Matching strategic ambition with practical know-how

As a partner, we guide the customer towards best practice to get the most out of the platform without building in technical debt. Fix minor problems today that could become massive problems in the future.

Justin Wheatley, Director of Lead-to-Ledger, PhiX Technologies

Readiness Assessment

Covering business objectives and current issues to build a full understanding of the business today, the issues faced and the benefits transformation will bring.
Service includes: Objective Definition, Canvas Modelling, Organisational Structure, Technical & Process Audits, and more.

Process Optimisation Advisory

Combining focused deep-dive investigation with domain and industry knowledge to define a post-transformation state.
Service includes: Research, Ideation, Concept Design, Use Case Modelling, Storyboarding, Risk Assessment & Mitigation, and more.

Change Management

Designing a Change Management approach with proactive and personalised support for your people. Including preparing timely and transparent communications that resonate to inspire early adoption and training that gives you a long-lasting ROI.
Service Includes: Scenarios & Execution Strategy, Business Engagement Planning, Training Sessions & Resources and more.

Health Check

Following on from the implementation, we help you leverage your investment by reviewing the end-user experience, ensuring alignment between people, process and technology is achieved. Reviewing time spent on tasks and data accuracy is consistent.
Services include: Implementation Analysis, Revenue Cloud Remediation Checklist, Quality Assurance, Process Re-engineering, and more.

Salesforce Advisory Services

Consultation

Professional Services

Managed Services

Featured Partners

Trusted Consulting and Implementation Partner. Matching strategic ambition with practical know-how.

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Insights from our Blog

From technical insights in revenue operations to industry news on finance transformation, our blog has you covered.

woman cfo with financial controller at a board meeting

Lead-to-Ledger Automation: Increasing Operational Efficiency

Wayne Crewe, Delivery Director at PhiX Technologies

Welcome Wayne Crewe: Your New Delivery Director at PhiX Technologies

Subscription Management: Profitable Growth with Integrated Self-Service on CRM

PhiX Welcomes Wojciech Maczkowsk Lead-to-Ledger Expertise

Introducing Wojciech Maczkowski: Strengthening Lead-to-Ledger Expertise at PhiX Technologies

Salesforce Tower NYC

Slack GPT and Einstein GPT: Powering-up Productivity with Salesforce

Interview with Mike Calvert, Global Head of Delivery for PhiX Technologies

PhiX Technologies joins the Salesforce Revenue Cloud Partner Advisory Board

How to Standardise Revenue Operations

Is your Salesforce project roll-out experiencing these horrors?

Subscription Management: Deliver Exceptional B2B Buying Experiences Every Time

The Rise of B2B Subscriptions

Lead-to-Ledger Transformation: Watch How to Automate Revenue Operations for Rapid Scale-up

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