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Salesforce Workflow Automation

Intelligent Automation. Streamlined Processes. Continuous Operational Excellence.

Our Salesforce workflow automation across Australia is built around a single goal: making your Salesforce investment deliver measurable, lasting value. ProQuest combines proactive automation adoption with responsive expert support to keep your CRM and Field Service platforms performing, evolving and aligned to your business priorities.

Unlike reactive support models, our Customer Success Plans are powered by PQ Adoptforce, a structured 6-month automation implementation framework that drives user confidence, platform performance and executive-level ROI visibility. This is an automation service model built for outcomes, not just operations.
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Trusted by Australia's Leading Organisations

Australian enterprises and government organisations trust ProQuest for Salesforce workflow automation expertise. Our Customer Success Plans address complex operational requirements across transport, utilities, energy, retail and manufacturing sectors.
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Why Work With ProQuest

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Unmatched Salesforce Experience

- Salesforce Summit Partner
- Over a decade of Salesforce delivery
- 100% Salesforce focused
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Outstanding Customer Satisfaction

- 4.86 out of 5 CSAT
- 250+ projects surveyed
- Long-term enterprise partnerships
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Highly Trained Salesforce Consultants

- 210+ Salesforce certifications
- Number one workflow automation partner in Australia
- Specialists across Sales Cloud, Service Cloud and Field Service
- 300,000+ combined consulting hours
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Proven Adoption Framework

- PQ Adoptforce: structured 6-month automation adoption cycle
- Design thinking, usability reviews and roadmap delivery
- KPI-linked adoption dashboards and executive reporting

What You Get With ProQuest

When you engage ProQuest for workflow automation, you receive more than operational support. Our strategic partnership drives platform performance, user adoption and quantifiable business results through structured approaches.

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Structured automation programme

Our PQ Adoptforce framework operates a systematic 6-month cycle to improve how teams use workflow automation, aligned with KPIs and executive reporting.
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Certified Salesforce consultants

Access seasoned professionals offering extensive platform knowledge covering Sales Cloud, Service Cloud and Field Service.
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Australian-based automation services team

Australian consultants familiar with local regulatory compliance, enterprise operating structures and urgent support requirements.
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Transparent performance reporting

Comprehensive reporting on platform performance, project advancement, service quality and business impact, with governance structures enabling executive monitoring.
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Continuous optimisation and improvement

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Structured governance and compliance

Enterprise-grade controls, security standards and delivery frameworks that reduce platform risk and support audit and compliance requirements.
A dynamic framework that strengthens performance, adoption and return on investment in line with your developing business and operational model.
This model ensures your Salesforce environment stays stable, secure and continuously improving, while giving your leadership team the confidence that automation adoption is tracked, ROI is measured and platform value keeps growing.
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Salesforce Performance and ROI Assessment Tool

Assess Your Salesforce Health in 60 Seconds

Get a fast, practical view of how your Salesforce platform is performing today and where your greatest opportunities for adoption and ROI improvement lie. This short assessment is relevant for any Salesforce environment, whether you are managing Sales Cloud, Service Cloud, Field Service or a combination.

Workflow Automation That Drive Measurable Results

Our workflow automation services combine the structure of Adoptforce with the reliability of expert support, so your Salesforce environment does not just stay operational, it continuously improves.

Salesforce Workflow Automation

Salesforce workflow automation support, process management, and automation delivery. From optimising workflow processes to executing automation roadmaps, we maintain system efficiency and workflow progression.

1

CRM Application Support

Workflow-focused assistance and automated enhancement across core CRM processes that underpin sales, service and customer engagement. Our automation capabilities span Sales Cloud, Service Cloud and all connected platforms.

2

Workflow Automation Support

Workflow automation and process improvement for Salesforce Field Service to streamline scheduling efficiency, workforce productivity and service delivery workflows.

3

User Adoption and Change Management

Workflow automation programmes leveraging the Adoptforce framework, encompassing workflow training, automation reviews, process dashboards and workflow-linked reporting, to achieve measurable workflow adoption and process optimisation.

4

Salesforce Workflow Automation and Integration

Management of workflow automation and integrations to reduce manual effort, improve data quality and ensure end-to-end process reliability across connected systems.

5

System Health Checks and Performance Audits

Advanced system health diagnostics exposing technical debt patterns, security gaps and workflow performance issues, enhanced by automation-driven remediation solutions.

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Success Stories: Proven Adoption and Performance Outcomes

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Streamline Operations with Salesforce Workflow Automation and ProQuest

ProQuest has transformed operational processes using Salesforce workflow automation, delivering measurable improvements in process efficiency and operational visibility across leading Australian organisations.
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From Manual Processes to Intelligent Automation: Streamlining Core Operations with ProQuest

ProQuest worked with leading organisations to migrate from manual processes and streamline their core operational workflows within Salesforce, strengthening the company's long-term platform capability and reducing process complexity across the business.
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What Our Clients Say

"ProQuest was amazing! I cannot thank them enough for their hard work, commitment and dedication to the service cloud project. Big shout out to the team for their exceptional work."

Joshua Olds Head of IT, Kogan

'ProQuest has been an exceptional Solution Partner. They've effectively functioned as an extension of our in-house Delivery Capability, greatly augmenting our capacity to deliver value to our system users.'

Jake Goodey General Manager, Operations, JB Hi-Fi

Insights from Our Experts

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How CIOs Should Evaluate Agentforce Beyond the Demo

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Why Workflow Automation Adoption Matters

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FAQs

What is Salesforce workflow automation?

What is PQ Adoptforce and how does it work?

What is the difference between workflow automation and manual processes?

Who are ProQuest's workflow automation services designed for?

How does workflow automation improve ROI?

Salesforce workflow automation provides intelligent process automation and optimisation of business technology workflows. For Salesforce environments, this includes proactive automation adoption, performance monitoring, security governance, continuous improvement and executive reporting, delivered through a structured methodology rather than manual process management alone.
PQ Adoptforce is ProQuest's structured 6-month automation adoption programme, designed to continuously improve how your teams use Salesforce workflow automation and measure the value it delivers. It follows the ADOPTS framework (Assess, Define, Optimise, Promote, Track, Strategise) and includes design thinking workshops, usability reviews, persona-based training, automation dashboards and quarterly business reviews. It is included in all Customer Success Plans from Bronze tier upwards.
Manual processes are labour-intensive and error-prone. Workflow automation is intelligent and structured: it maintains process efficiency, improves user productivity, delivers continuous enhancements and provides governance frameworks that reduce risk and improve ROI. ProQuest's automation services combine both streams, with structured automation adoption delivery via Adoptforce and responsive case management with SLA-backed support.
Our Customer Success Plans are designed for CIOs, Heads of IT, Salesforce Platform Owners and Operations Leaders who want structured, long-term Salesforce support rather than ad hoc assistance. They are particularly suited to organisations with complex CRM, workflow automation or multi-cloud Salesforce environments looking to improve adoption and maximise return on investment.
ProQuest improves Salesforce ROI through a combination of proactive automation adoption, continuous platform optimisation and executive-level reporting. By reducing adoption gaps, eliminating technical debt and aligning Salesforce workflow automation enhancements to business priorities, organisations consistently see improvements in user productivity, data quality and measurable commercial outcomes.

Transform Your Salesforce Workflow Automation Today

If your Salesforce platform is underperforming, automation adoption is lagging or ROI visibility is limited, ProQuest can help you move from manual processes to structured, measurable workflow automation. Our Customer Success Plans are built to deliver lasting value, not just resolve immediate issues.
Get a Free Consultation Now
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ProQuest works to empower companies in Australia and New Zealand to achieve higher performance through the delivery of tailored Salesforce solutions using disciplined Agile Scrum methodology.

We bring customer's vision to life through efficient delivery of innovative and transformative solutions powered by Salesforce.

Contact

• Lvl 12, 3 Spring Street, Sydney
• The Executive Centre
Level 22, Salesforce Tower, 180 George St, Sydney NSW 2000
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