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” and 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 Ofcom, FCO Services, Innovate UK, Tandridge District Council and many other local and central government bodies.

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.

We deliver high quality, right first time solutions, with a full range of capabilities, including ongoing support.

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, EEN, and Ofcom.

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.

Client quote from the Customer Service Manager at Innovate UK

"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, Innovate UK

Case Studies

Replacement Grants Management System

NLHF had been using their custom built grants application and management system since 2008. It had become quite unstable and had reached its end of life.

East West Rail Logo

Salesforce CRM implementation

EWR recognised the significant benefits that Salesforce could deliver if configured correctly and engaged with Methods to improve upon the original implementation.


Salesforce CRM implementation

Innovate UK needed to replace legacy back-end systems with a modern cloud-based portal that would allow them to manage customer interactions more efficiently.


Salesforce CRM implementation

Ofcom needed to replace its legacy on-premise CRM system with one that was less costly to run, accessed from any location, and offered a single view of its customers.


Salesforce Implementation: Customer First

The goal was to focus all processes and systems centred on the customer in order to deliver a joined-up service across all traditional work areas.


Thinking of deploying a new CRM?

Tom Sawford

Head of Managed Services

Get in touch with our Head of Managed Services Tom Sawford
or call us on 020 7240 1121.