Professional Services
Salesforce automation for smoother client management
A customised Salesforce solution helped Gowing Advisory replace fragmented workflows with automated operations and clearer client tracking.
Client
Gowing Advisory
Unified client stages in one CRM workspace
Fewer fragmented handovers between advisors and support staff
Faster visibility into engagement progress and next actions
The challenge
What stood in the way
Advisory work depends on knowing where every client sits in the engagement lifecycle. Gowing Advisory was managing progress across fragmented tools and manual follow-ups, which slowed delivery, created inconsistent handovers, and made it harder for the team to see what needed attention next.
Our approach
How we delivered
- 01
Mapped advisory stages, handovers, and reporting needs with the practice team
- 02
Configured Salesforce objects, pipelines, and automation around real client journeys
- 03
Automated key operational updates that previously relied on manual follow-up
- 04
Trained the team on day-to-day use so adoption stuck beyond go-live
The solution
What we put in place
We implemented and tailored Salesforce around their real advisory stages—capturing client status, automating repetitive updates, and giving the team one place to track work. Processes that previously lived in spreadsheets or inboxes were moved into structured workflows with clearer ownership and visibility.
The outcome
Results that matter
Client management became more consistent and scalable. The team spends less time chasing status updates and more time delivering advice, with a shared view of engagements from first conversation through ongoing work.
“We struggled with fragmented workflows and tracking client progress across different stages. Proweb Technologies delivered a customized Salesforce solution that automated our operations and significantly improved client management. Their deep understanding of our needs was impressive.”