Insurance Advisory
10.5
hours saved weekly
Manual work eliminated. That time goes back into growth.
Salesforce that works the way your business works.
Clean data, logical flows, and automations that compound. We tame Salesforce implementations and make them usable by your team.
Salesforce is the most powerful CRM on the market and the most commonly mis-implemented. We have seen organisations paying for an enterprise platform that their team navigates around rather than through. We fix that.
What you get
- CRM Implementation
- Custom Objects & Workflows
- Integrations
- Automated Renewal & Lifecycle Flows
We configure Salesforce Einstein and Agentforce to surface predictive deal insights, flag at-risk opportunities, deploy autonomous agents for routine tasks, and automate recommendations, so your sales team spends time closing, not manually reviewing pipeline.
Accredited partner
What we deliver
Everything included.
Every engagement covers the full implementation, not just the parts that are easy to configure.
CRM Implementation
Full Salesforce CRM build: objects, fields, page layouts, and record types configured around your actual sales process, not Salesforce's out-of-the-box defaults.
Custom Objects & Workflows
Custom data models and workflow automation built specifically for your business: policy management, renewal flows, commission logic, or whatever your operation requires.
Integrations
Connect Salesforce to the other tools in your stack: marketing platforms, finance systems, and custom-built applications, so data flows without manual effort.
Automated Renewal & Lifecycle Flows
Screen Flows and automation that guide your team through complex processes like renewals, onboarding, and account reviews, consistently and without error.
Reporting & Dashboards
Custom dashboards giving leadership clear visibility across pipeline, revenue, and performance, built to match how your business measures success.
Einstein AI & Agentforce Enablement
Einstein AI and Agentforce configuration for predictive lead scoring, autonomous agent workflows, opportunity insights, and automated recommendations, making your CRM actively intelligent.
AI-Enabled
Built for how modern SMEs operate.
We configure Salesforce Einstein and Agentforce to surface predictive deal insights, flag at-risk opportunities, deploy autonomous agents for routine tasks, and automate recommendations, so your sales team spends time closing, not manually reviewing pipeline.
How it works
From audit to live system.
Every platform engagement follows the same proven five-step process.
1Audit
2Architect
3Automate
4Activate
5Optimise
Deliverables at every stage. No black boxes.
See the full process →Client Result
See it in practice.
Healthcare SaaS
6
integrations delivered
Full pipeline attribution across every channel, division, and touchpoint.
Six systems. One connected sales operation.
Identity Verification
17
days to go live
Marketing engine, lead scoring and AI bot, delivered in parallel.
Three workstreams. One connected platform.
Private Equity
Zero
disruption to newsletter
A complex platform migration delivered without missing a single send.
Ten years of email data. Zero lost.
Maurice designed and built a custom policy management system from scratch. The engagement was structured, thorough, and delivered exactly what was scoped. We now have one system that runs both sides of our business and gives us real reporting across the board.
Kathryn Marshall
COO, Equity Risk Solutions
This is a complex set-up, and what stood out was how quickly Rumlo grasped the nuances without needing extensive hand-holding. Our sales and marketing teams now have the visibility and tooling to manage pipeline the way a scaling business like ours actually needs.
Mike Beech
CMO, Agilio Software
Let's talk
Ready to get more from the
platforms you're already paying for?
Send us a message to book a free, no-pressure practice audit. We'll show you exactly where the gaps are and what a fixed system looks like for your business.
Free
No-cost audit
no strings attached
5
Step process
Audit → Architect → Automate → Activate → Optimise
3
Certified platforms
ClickUp · Salesforce · HubSpot
70+
Projects delivered
UK · US · Europe