Deep Salesforce expertise
Hands-on consulting, configuration, and delivery across complex environments.
Free consultation for UK business leaders
Your Salesforce Should Be Removing Work - Not Creating It
If your team is still buried in spreadsheets, working around disconnected tools, producing reports nobody trusts, and spending more time on admin than actual delivery, your Salesforce is not doing its job.
I'm Frazer Lewis, a Salesforce Consultant with 15 years experience solving problems
and turning messy processes into reliable automated workflows for clients.
Book a free, no-obligation consultation with me.
We will unpack your biggest operational challenge, identify what is slowing you down,
and explore practical ways to fix it.
Book a Free Consultation
No pressure. No generic pitch. Just a practical conversation.
Cross-sector delivery
Commercial, public sector, and not-for-profit organisations of all sizes.
Fixed-cost pricing
Pricing agreed up front and shaped around your requirements and budget.
Operational impact
Less manual work, better data, better visibility, and more capacity.
The Shift
What Changes When Your Operations Actually Work?
This is the difference between an organisation fighting its own systems and one where the systems quietly do the heavy lifting.
Before - Where You Are Now
- Hours spent each week on data entry, reconciliation, and manual reporting that should be automated
- Information scattered across spreadsheets, inboxes, and disconnected tools - nobody has the full picture
- Reports that take days to produce and still get questioned for accuracy in leadership meetings
- Key processes that only work because one person remembers the workaround
- Salesforce sitting underused - an expensive database rather than a working operational tool
- Constant firefighting, chasing information, and fixing things that should work automatically
After - Where You Could Be
- Manual tasks reduced or removed entirely - your team reclaims hours every single week
- A single source of truth - everyone works from the same data, in the same system, with confidence
- Reporting that is faster, more reliable, and ready when leadership needs it - not three days later
- Processes that work consistently regardless of who is in the office, on leave, or new to the team
- Salesforce genuinely supporting day-to-day operations - integrated, automated, and trusted
- More confidence, more control, less firefighting - and the capacity to focus on what actually matters
How It Works
A Structured, Practical Approach to Getting Things Right
No ambiguity. No scope creep. A clear process from understanding your challenge to delivering a working solution.
1
Understand the Current Challenge and Desired Outcome
We start with a focused conversation about what is actually going wrong - the symptoms, the impact, and what success would look like. No assumptions. No jumping to solutions. Just a clear picture of where you are and where you need to be.
2
Map the Process, People, Data, and Friction Points
We map the real process - not the one in the handbook, but the one your team actually follows. We identify the handoffs, bottlenecks, workarounds, data gaps, and dependencies that are creating drag. This is where the real problems become visible.
3
Design the Improved Workflow and Solution Approach
Based on what we have learned, we design a better process - one that removes unnecessary steps, automates what should be automated, connects what needs to be connected, and puts the right data in front of the right people at the right time.
4
Implement Using the Right Mix of Tools and Technology
We build the solution using whatever combination of Salesforce configuration, APIs, n8n automation, AI services, and supporting tools is right for the job. Every decision is driven by operational need and commercial sense - not by what is fashionable.
5
Test, Refine, and Identify the Next Improvements
We test the workflow against real scenarios, refine the details, and make sure the process works for the people using it - not just in theory. Then we identify the next highest-value improvements so you always know where to focus next.
★★★★★
“
"Rephrase are one of the best consulting partners I have dealt with in my professional career. They have a pragmatic approach, are not afraid to challenge thinking or make suggestions for how to better improve a system or workflows, and importantly know the SalesForce product inside out. I cannot recommend them highly enough"
Key Result: Highly trusted Salesforce expertise, practical challenge, and strong
workflow improvement thinking
★★★★★
“
"We reached out to Rephrase to help us with some management information automation. What was once a 3-day manual task is now completed in 2 hours."
Key Result: Management information automation reduced a 3-day manual task to 2 hours
★★★★★
“
"We asked Rephrase to implement a Salesforce solution for us across diverse teams within Ark in mid-2014. We are very happy with the service they provided and the results they helped us achieve. By moving across to the Salesforce platform, Ark has greatly reduced its reliance on piles of paper and ad hoc spreadsheets, replacing these with a centralised source of data. We have also cut out many manual data capture processes and reduced the admin burden within the organisation which is saving significant amounts of time for our staff. It was a complex job with multiple stakeholders, and Rephrase handled both delivery and project management in a way that minimised work for Ark. We would gladly work with them again."
Key Result: Centralised data, less paper, reduced admin burden, and smooth delivery
across a complex multi-stakeholder programme
★★★★★
“
"Working with Rephrase was an absolute pleasure. We had really tight timescales and a complicated landscape and Rephrase were able to work within our timelines and support us with additional issues outside of scope to allow us to deliver on time and budget on this project. Rephrase are a fantastic asset to any project!"
Key Result: Delivered on time and on budget despite tight timescales and a complex
landscape
Free consultation
Let's arrange a call to discuss the challenge you need help solving
Complete the form below to request your free consultation.