ima360 · Client references

Our Work

Selected Salesforce engagements across insurance, nonprofit, and energy and utilities. These approved references are anonymised and shared without client names or logos.

Managed ServicesInsurance

From transition to transformation in a compliance-heavy industry

An Australian insurance company needed a partner to take over its complex, Vlocity-based Salesforce environment from a major incumbent provider. ima360 transitioned in seamlessly and stabilised the platform. We now run a two-speed model of BAU and innovation that has already delivered hundreds of thousands of dollars in licence savings. With intelligent document processing now live through Agentforce, team members are free to focus on higher-value work.

“Working with ima360 has been a delight. Technical depth and invaluable strategic advice. An absolute pleasure to work with.”Managing Director, Australian Insurance Company
Managed ServicesNonprofit

A managed service that supports the mission

A major Australian nonprofit relies on a highly customised Salesforce environment that supports 100 staff and more than 1,000 volunteers. For the past few years, ima360 has provided a managed service that combines dedicated technical support with local strategic advice, from release planning to Nonprofit Cloud strategy.

“We really like the ima360 engagement model. The level of technical expertise and independent strategic advice is excellent.”Senior Executive, Major Australian Nonprofit
Strategic AdvisoryEnergy & Utilities

Turning a major Salesforce renewal into a value reset

A major Australian energy retailer was underusing its Salesforce investment ahead of a significant renewal. ima360 used its value framework to deliver a licence optimisation plan, a business value map and a phased people, process and technology roadmap. The result was a commercially favourable licensing outcome, a refreshed operating model and a clear set of Agentforce quick wins.

“Thank you for getting us to a good outcome with Salesforce. Appreciated your insights and advice through the process.”Senior Technology Executive, Major Australian Energy Retailer
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