Supporting Salesforce integration projects from the ground up.


Supporting Salesforce integration projects from the ground up.

Sysdoc and Salesforce

Sysdoc has been delivering its services to multiple Salesforce implementations across our client base in both the private and public sectors since 2014. The services we have delivered include:

  • Project management
  • Change and communications
  • Process design and modelling
  • Training leadership
  • Training design, development and delivery
  • Digital adoption services (WalkMe)
  • Documentation.

We support Salesforce integration projects from the ground up, collaborating with our clients and the system integrator to devise effective change and training approaches and plans designed to maximise adoption. Our consulting services across New Zealand and the United Kingdom bring the experience, insight and know-how to make your Salesforce projects a success. We also work with clients in a business-as-usual capacity to lift maturity in the system and processes and build capability in the core competencies.

Successful Salesforce Transformations

Our extensive experience and proven approach focus on core organisational and user goals, supporting successful outcomes for your specific business needs.

People-focused Learning

Our learning team works with you to understand what motivates your team to succeed, aligning tools and processes to ensure maximum engagement throughout their learner journey.

Documentation and Training

Developing engaging learning and training strategies allows the learner to engage with the CRM in a way that they understand and can easily replicate. Providing clear, concise, engagement for those on the frontline helps them to succeed

Business Process Analysis

Working to identify processes for how Salesforce is utilised as part of the business process and provide the end user documentation required to support them.

Data Insights

Taking the time to really analyse the data within your business units to identify the commonalities and provide you with real-time insights.


We can support your Salesforce teams to get the most out of your CRM by identifying their reporting needs.

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Case Studies

We believe that the best way to showcase our expertise and the value we bring to our clients is through real-world examples.

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Frequently Asked Questions (FAQs)

Here are some FAQs for our Salesforce service.

Do you provide post implementation BAU training support?

We understand the critical importance of maintaining project related skills and knowledge gained during the project, and the extra effort and investment that needs to go into growing these skills post go-lives to maximise the value to your organisation.  Sysdoc offers multiple options ranging from an in-source budgeted BAU team, to set term contracts that have us come in and focus on critical areas that need a maturity uplift.

Do you have any recommendations for a business process modelling application?

Yes, there are a number of options we would recommend however there are a several factors that would influence our recommendation.  It would be best for you to get in touch with us to ensure we give you the right recommendation for your organisation.

What services do you provide?

Sysdoc provides the following services:

  • Change Management
  • Communications
  • Training leadership, design, development, delivery and evaluation
  • Digital learning design and development. This includes eLearning, videos, animation and graphics
  • Process design, modelling and leadership
  • Documentation development including Digital Adoption Platform (DAP) content build
  • UAT support that includes test script development, tester training and triage
  • Knowledge management solutions.

About Sysdoc

Adapt, innovate, and accelerate with our people-first approach to business transformation.

Insights and News

Stay updated with Sysdoc's Insights, Events and News. Dive into articles, trends, company updates, and thought leadership pieces.

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We service globally, get in touch with our team in your region.

Connect with Sysdoc. Reach out for inquiries, feedback, partnerships, and let's engage in meaningful conversations.

Peter Auckram

Peter Auckram

Head of Growth

Get in touch