Our approach

We started by understanding the business

It’s tempting to begin a project by talking about platforms, integrations and technical architecture. We didn’t. Instead, we spent time with the people who would ultimately be using the system.

We spoke to colleagues across sales, marketing, finance, fulfilment, customer success and operations to understand how they worked, where information became disconnected and what success would actually look like from their perspective. Those conversations shaped everything that followed.

1

One connected platform, not just a CRM

Salesforce became the foundation, but this was never just a Salesforce implementation. Together we designed and delivered a connected platform that brought six core business systems into a single ecosystem — including Marketo, Sage Intacct, DocuSign and Monday.com — helping teams share information more easily and giving leadership greater confidence in the data they were using.

2

Processes designed around how people work

The programme covered revenue recognition and billing, revenue forecasting and CRM Analytics, marketing automation, event and speaker management and improved financial reporting. Each decision was guided by the same principle: make it easier for people to do their jobs and easier for the business to make informed decisions.

3

A roadmap for AI and innovation

Alongside the core transformation we set out a roadmap for Agentforce, Data Cloud and future AI initiatives, so the platform had somewhere to go rather than becoming a fixed point in time.

From disconnected to future-ready

CyberRisk Alliance had outgrown their technology. Together, we reimagined how the business worked and built a connected platform to support the next stage of growth.

Scope of work

What Sweet Potato Tec delivered

Disconnected systems, inconsistent reporting, limited Salesforce adoption and fragmented customer data were holding the business back. The work addressed each of them.