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…
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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…

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.

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...

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...

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.

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.

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.
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.…

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.

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.
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…

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...

Working with CX Labs has been an exceptional experience from start to finish. Their team demonstrates a deep understanding of Salesforce best practices, clear communication, and a strong commitment to delivering high...

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.

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.

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.

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...
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…

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.

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.

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