Thinking of deploying a new CRM?

Methods can help you use Salesforce® as a Platform to transform your services to the public

Using Salesforce® as a Platform to transform your services to the public

Salesforce® is the world-leading cloud-based CRM platform. Helping government organisations to manage citizen interactions through any channel, Salesforce® provides organisations with a single view of their customers.

Most transactions in the public sector are “cases”, and Salesforce® is great for Case Management – a request for a welfare benefit; informing the council about a missed bin; relicensing a drone – all are “cases”. Methods Salesforce® solutions increase the productivity of your teams, and improve services through automatic case creation – CTI integration, webform to case, and email to case – with automated process flows through to case closure.

Methods is the leading public sector Salesforce® partner in the UK. We have transformed digital service delivery and case management using Salesforce® at FCO Services, Innovate UK, Tandridge District Council and many other local and central government bodies.


Salesforce Consulting Partner

The greatest challenge is to achieve one view of the customer … and quickly

Whether providing services to a local community, licensing new technologies such as drones, or applying for motor vehicle tax, most public sector transactions require a standard set of common data.

Salesforce® offers the public sector the opportunity to rationalise to a common CRM platform with one database via a Master Data Management approach to achieve one view of the customer across all services.

Adding on Salesforce® Field Service, with delivery to any mobile device or tablet, speeds up case management to mobile workers, enabling intelligent and automatic scheduling for service teams.

Proven experience across all major Salesforce® product sets

Unusually in the public sector, Methods has experience of both Service Cloud and Sales Cloud, as well as Pardot Marketing Automation. Our expertise of Salesforce's® Einstein Analytics is amongst the best in the UK Public Sector.

Why work with us?

Proven experience delivering Salesforce® solutions for government

We understand Government and its idiosyncrasies: our founders and most of our staff served in the public sector (from the Home Office, to GDS and the NHS). We have experience consulting and successfully deploying Salesforce® based solutions for numerous public sector organisations including Innovate UK and EEN.

We can deliver a prototype in a matter of days

We understand that legacy systems and the lack of willingness to change from the wider organisation can make your job difficult.

With the Salesforce® cloud platform, you can demonstrate quick wins fast without paying for expensive hardware. We can build prototypes in weeks/days to show you how Salesforce® and its ecosystem can help you transform the way you deliver your services.

A skilled Salesforce® certified team at your disposal

With a team of Salesforce® certified professionals, we have the capabilities needed to advise you on the best solution for your needs and deliver quality implementations / integrations.

Knowledge transfer

"We have a very productive relationship with Methods. Through team work and knowledge transfer we have implemented a solution for our needs and are confident in our ongoing development."

Nicole Pethybridge

Customer Service Manager

Implementing a grants system that could be easily adapted to meet ever-changing business needs

NLHF required a single view system that would improve monitoring and authorisation of grants

Configuring Salesforce®

EWR realised the significant benefits Salesforce® could deliver if configured correctly

‘Customer First’ – An ambitious transformation project

The Council embarked on an ambitious transformation project, comprising a complete service redesign and investment in a modern, cloud-based CRM application