Happy Birthday Guided Sky ! 🎉🎂 We've been so busy, that I almost forgot to post today. I can't believe it has already been a whole year since I registered Guided Sky on companies house and took that first step to what has been an incredible year. Three quick things I want to say... First a huge thank you to the amazing consultants delivering solutions for Guided Sky, adding great value for our customers. Thank you to our customers for putting their trust in us and being a p

If you’re running Salesforce in an enterprise environment, you probably know the struggle: your internal team is swamped with business-as-usual (BAU) support, leaving little time for proactive development or strategic improvements. The system stalls. Innovation waits. And the backlog keeps growing. Many companies turn to contractors or temporary hires to help... but that comes with its own challenges: inconsistent availability, limited expertise across different projects, and

Running a business is demanding... your focus is pulled in a thousand directions every day. When you’re deep in the day-to-day, it can be hard to step back and look objectively at your processes and systems. You know your business needs to evolve to grow, but finding the time and clarity to make that happen is a challenge. That’s where we come in. Our team partners with founders and business leaders to analyse, document, and optimise the journey your customers take, from thei

Sales Cloud is offered at various licence levels and on top of your chosen edition, you can enhance your org with a range of Sales Cloud add-ons. Here’s a list of key add-ons and what each brings to the table: Salesforce Maps Visualise accounts, opportunities and any Salesforce object on an interactive map, to understand geographic distribution and better plan visits. Route optimisation and scheduling: calculate travel time, plan efficient field-rep routes and reduce time o

Salesforce’s core product, Sales Cloud, first launched in 1999, has advanced tremendously over the years, including different versions with various limitations and add-ons available across the board. Navigating them can be difficult. So let’s break it down for you. Sales Cloud License Types Starter & Pro Edition These are Salesforce’s newer “suite” offerings designed for SMBs to get themselves started with their CRM journey. Starter Suite - £20/user/month Key features include

At Guided Sky, we’re always looking for ways to help our clients work smarter, faster, and with greater accuracy. That’s why we’re proud to announce our partnership with Experian — a global leader in data quality solutions. Together, we’re delivering some of the best tools available for ensuring accurate, reliable customer data across your systems. Recently, we’ve implemented Experian’s Address Validation tool within our own organisation, and the results speak for themselves.

If your business requires people to register, apply, or sign up online, you already know how quickly administrative tasks can pile up. Manually moving files, copying information between systems, or tracking application statuses can eat up valuable time, and in some cases, entire teams end up hired just to handle the workload. With Salesforce Experience Cloud and Sales Cloud, you can dramatically reduce this manual admin, streamline your online application process, and create

Many growing businesses reach a stage where they’re juggling multiple revenue streams, each with its own sales process, required data, and reporting needs. Without the right setup in Salesforce, this can quickly become confusing: Sales teams end up working from inconsistent data. Pipeline visibility becomes blurred. Reporting and forecasting lose accuracy. It becomes harder to spot which areas of the business are truly driving growth. The good news? Salesforce Record Types pr

Running a large customer service team is essential for keeping customers happy and ensuring your business operates smoothly. But at scale, even small inefficiencies can have a massive impact on productivity, costs, and customer satisfaction. Hitting SLAs is important, but so is providing a human, personalised experience. The challenge is balancing both, especially when your team handles hundreds of service requests every day. The Problem: Wasted Time in Customer Service Many

At Guided Sky, we’re incredibly proud to announce a new initiative that reflects both our values and our roots. For every day of services delivered, we’re committing to plant one tree through our partnership with Make It Wild , a Yorkshire-based organisation dedicated to reforesting local landscapes, enhancing biodiversity, and tackling climate change. This isn’t just about offsetting carbon; it’s about giving something meaningful back to the countryside we’re so fortunate to

Many small business owners assume Salesforce is only for big corporations with huge budgets and complex needs. And to be fair, that used to be true... but times have changed. Today, Salesforce is more accessible and flexible than ever. In fact, we’ve onboarded two customers who each run their business solo, and both are now successfully using Salesforce to manage and grow their operations. We set them up for just £500. This included: Creating custom fields to hold the inform

Quoting can quickly get complicated, especially when terms and conditions vary by customer, region, or order type. Manually managing those variations often slows down the sales cycle and creates room for errors. We recently worked with a customer in the food and beverage industry who faced this exact challenge. They needed: Different delivery terms depending on the recipient country. Different terms depending on whether it was a one-off order or a scheduled order. The Solutio

What’s the point of putting data into a CRM if it doesn’t tell you anything about your business? With Salesforce Reports and Dashboards, you can turn raw data into actionable insights. Instead of relying on gut feel or opinions, you’ll be able to understand your business through facts, empowering better decisions, sharper forecasting, and improved performance. Salesforce makes it easy to build reports and dashboards, but there are features many teams overlook. Here are a few

Salesforce comes with some fantastic out-of-the-box functionality, things you can start using immediately to see value. But beyond the basics, there are several powerful features that only take a couple of clicks to enable and can dramatically improve user experience and business performance. Here are the top Salesforce features we recommend turning on from day one: Einstein Activity Capture What it does: Einstein Activity Capture automatically logs emails and meetings from y

A CRM is the core of your business. Choosing the right one is one of the most important technology decisions you’ll make, because chances are you’ll be using it for the next five years or more. Industry research suggests the average CRM lifespan is between 5 - 7 years before companies consider replacement or significant reconfiguration. That means you need to get it right from the start. Here are the key factors to consider when selecting your new CRM: 1. Which Teams Will Be

A CRM sits at the heart of a business, it’s the engine running the car. Getting your CRM set up correctly is the very first step towards building a scalable, efficient operation. But it’s more than just software. A CRM is the system your team lives in every day: Sales, Marketing, Customer Service, Project Management, and beyond. When implemented well, platforms like Salesforce connect these functions, streamline processes, and create visibility across the business. So where d

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