Clients work directly with experienced people who understand both the technology and the commercial challenges behind it.
Making technology work harder to improve effectiveness of Sales, Fundraising and Operations.
Sweet Potato Tec helps nonprofits, media and events businesses, financial services firms and SaaS companies improve Fundraising, Sales, Marketing, Finance and Operations through strategic Salesforce transformation, Agentforce and connected integrations.
Trusted by organisations ready to transform how they work
Our approach
Real transformation happens when your people, processes, systems and data work together.
We combine commercial understanding with deep Salesforce and Boomi expertise to help organisations:
Whether you are implementing Salesforce, improving an existing environment or connecting it with the rest of your technology, we focus on the outcomes your organisation needs to achieve.
Services and solutions
One experienced partner to help you plan, implement, connect and continuously improve your technology.
Business-first consultancy and transformation planning.
We work alongside leadership teams to understand your challenges, define the right priorities and build a practical roadmap that turns technology investment into measurable business outcomes.
Solutions, implementation and delivery.
From focused Quickstarts to complex organisation-wide rollouts, we design and deliver Salesforce and Boomi solutions that improve adoption, automate processes and give you clearer insight across sales, service and operations.
Practical AI adoption with measurable outcomes.
We help you move from AI interest to real results with targeted Agentforce deployments that solve specific problems, embed trusted AI practices and build confidence across your teams.
Continuous optimisation, support and guidance.
Our proactive managed services keep your Salesforce environment evolving through continuous improvements, expert support and strategic guidance aligned to your wider business goals.
CyberRisk Alliance
Disconnected platforms, inconsistent reporting and limited adoption were holding teams back. We designed and delivered a connected Salesforce ecosystem spanning sales, marketing, finance, fulfilment, events and customer success.
Amy Hueppe, Vice President of Operational Excellence, CyberRisk Alliance
Battersea Cats and Dogs Home
More than 50 agencies and fundraising channels were feeding information into the charity’s CRM, over 90% of it handled manually, file by file. Sweet Potato Tec built an automated supporter-data engine that cleans, validates, matches and standardises fundraising information before bringing it into Salesforce — creating one reliable view of every supporter.
Battersea Cats and Dogs Home
Why Sweet Potato Tec
Five reasons clients choose us and continue working with us long after go-live.
We begin with the problems you need to solve and the results you want to achieve, rather than starting with a predetermined technical solution.
Clients work directly with experienced people who understand both the technology and the commercial challenges behind it.
Our combined Salesforce and Boomi capabilities allow us to improve your entire technology ecosystem, rather than treating Salesforce as an isolated platform.
We bring together strategy, implementation, integration, change management and managed services, providing continuity from the first conversation onwards.
Our work does not end at launch. We help your teams adopt the platform, respond to new opportunities and continue improving over time.
Tell us what you are trying to improve, where your current systems are holding you back and what success would look like.
We will arrange an initial conversation to explore your requirements and determine whether Sweet Potato Tec is the right partner to help.