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Ongoing Salesforce Support and Guidance

Throughout our engagement, CX Labs have consistently proven to be a reliable and supportive Salesforce partner. Their team is knowledgeable, responsive, and always willing to go the extra mile to help resolve…

Salesforce Water and Utilities
Case Studies

Relay Resources Implements Salesforce Revenue Cloud Advanced

Every quote had to satisfy customer contracts and federal rules, and then somebody keyed the order into NetSuite by hand. Revenue Cloud Advanced took over the configuration, pricing and approvals, and orders now create themselves.

Salesforce Nonprofit
Blog

The Future of Salesforce Revenue Management

Over the past year, Salesforce has made one thing abundantly clear: artificial intelligence is no longer an add on. It is becoming the centrepiece of the platform. From sales and service to marketing and revenue...

Salesforce Risk and Compliance
Blog

Salesforce CPQ: Time to Move On?

For many organisations, Salesforce CPQ has been a reliable engine for quoting. It has helped sales teams configure complex products, apply pricing rules, and generate accurate quotes at speed. But while CPQ continues to...

Salesforce Risk and Compliance
Case Studies

CX Labs Delivers Seamless Payment Provider Migration

The payment provider was being switched off, and thousands of customers pay through it every month. We rebuilt the IVR and Agent Assist flows on Trust Payments and cut over in under 30 days, with PCI compliance intact.

SalesforceVonage Water and Utilities
Blog

The Real Cost of Spreadsheet-Driven Grant Management

Grant management in many non-profits still runs on spreadsheets, shared drives, and long email threads. The visible pain is administrative. The real cost is strategic: lower win rates and weaker renewals.

Nonprofit
Blog

Donor Retention Is an Operations Problem

Most non-profits talk about retention as if it’s a messaging issue. Better thank-you emails help, but they are not the main driver. Retention rises when stewardship becomes a repeatable operating discipline.

Nonprofit
Reviews

Responsive Salesforce Support

The CX Labs and team have been incredibly helpful throughout this Salesforce-related work. Their support, responsiveness, and depth of knowledge have made a significant difference in resolving issues quickly.…

Salesforce Water and Utilities
Case Studies

SureStep Implements Dynamics 365 Sales

SureStep's One Microsoft programme needed CRM sitting alongside the rest of the stack. Dynamics 365 Sales became the system of record for accounts and opportunities, with years of pipeline history carried across intact and teams in North America, Europe and APAC finally working the same way.

SalesforceDynamics 365 Risk and Compliance
Case Studies

SureStep Implements Dynamics 365 Customer Service

Consulting support and SaaS support had never sat comfortably in the same system. Dynamics 365 Customer Service carries both, the case history came across with them, and regulated customers get the auditable handling their contracts ask for.

Dynamics 365 Risk and Compliance
Reviews

Payment Provider Transition

CX Labs provided exceptional support throughout the transition to a new PSP, ensuring a seamless and well-managed changeover for all customer payment processes. Their strong attention to detail, structured…

Salesforce Water and Utilities
Blog

My Key Takeaways from Dreamforce

Reflecting on another amazing Dreamforce conference and I thought I would share some of my key takeaways. It was full of big announcements, bold predictions, and more AI talk than ever. But underneath all the noise, a...

Salesforce Nonprofit
Case Studies

Transforming Client Support with Salesforce + Slack Integration

Cases arrived by portal, by email and by phone, and nobody could see the whole picture of a client. Salesforce now pushes cases and opportunities into dedicated Slack channels, so support and sales are looking at the same thing.

SalesforceSlack Risk and Compliance
Case Studies

SureStep Enhances SOC 2 Compliance with CX Labs + Power Automate

Audit preparation takes 60% less time now that chasing evidence is nobody's job. Power Automate watches the SharePoint folders for SOC 2 documentation and warns the owner before a deadline rather than after it.

Power Platform Risk and Compliance
Case Studies

Relay Resources Modernizes with Salesforce Nonprofit Cloud

Years of NPSP customisation had left Relay Resources with an org few people could use and reporting that would not roll up. Moving to Nonprofit Cloud was a chance to rebuild the processes properly rather than port them across.

Salesforce Nonprofit
Apps

Case Milestone Display

Give your Experience Cloud and internal users the VIP treatment. Easily display Salesforce case milestone progress on case record pages, whether for your internal team or externally on your Experience Cloud support site...

Salesforce
Reviews

End-to-End Salesforce Implementation

CX Labs helped to transform our business with their well-executed Salesforce implementation. From initial consultations to final deployment, they demonstrated a thorough understanding of our needs and helped to…

Salesforce Professional Services
Case Studies

Aquacare Streamlines Compliance with Joblogic

Compliance checks used to mean paper forms, manual uploads, and office staff chasing them. Aquacare technicians now complete them on site in Joblogic, and asset schedules and reminders look after themselves.

Joblogic Risk and Compliance
Case Studies

Pennon Water Services Streamlines Customer Payments and Telephony

Agents were confirming accounts by hand and could take only one payment per call. With Vonage and PCI Pal wired into Salesforce, the account opens as the phone rings, customers settle several sites at once, and card numbers never reach a person.

SalesforceVonage Water and Utilities
Services

CX Success

Ongoing support, training, and managed services that keep systems — and the reporting behind them — improving after launch.

SalesforceDynamics 365HubSpot