Our partners
Salesforce
Transform how your organisation connects, operates and grows with end-to-end Salesforce solutions. With expertise that spans the entire Customer 360 ecosystem, we’ll help you get more from your platform.
Case study
Improving agility and customer experience through Salesforce modernisation in Superannuation
Salesforce solutions built for impact
CRM transformation that works for you.
For over 12 years, we’ve been delivering with Salesforce across the public sector, education, manufacturing and financial service industries. And as an end-to-end solution partner with 200+ successful engagements, 100+ certifications and deep multi-cloud expertise, we know how to make Salesforce work harder for your organisation.
Our capabilities cover the complete Salesforce Customer 360 ecosystem, from Sales Cloud and Service Cloud to Data Cloud, MuleSoft and Agentforce. Whether you’re transforming the customer experience, streamlining operations or laying the groundwork for AI-driven growth, we bring the strategy, architecture and delivery capability to make it happen.
12
Years of Salesforce delivery experience
100
Salesforce certifications
200
Successful Salesforce engagements
Core offerings
Advisory
Every successful transformation starts with the right strategy. That’s why we help organisations align Salesforce with their business goals, define measurable outcomes and build a roadmap so they can move forward with confidence.
From platform assessments and governance planning to data strategy and enterprise architecture, our advisory services ensure every decision is grounded in strategic insights and proven methodologies.
Design
Our architects apply best practices across security, scalability, automation, data governance and AI enablement to create environments that are resilient from the ground up.
To do this, we design experience-led user journeys that drive adoption, build clean data foundations and pave the way for integration across Salesforce, MuleSoft, ERP and third-party systems. That way, your ecosystem is ready to grow with you.
Build
Looking to reduce rework and speed up delivery? Our Salesforce solutions follow accelerated, best-in-class practices for a smoother rollout.
First, we prioritise out-of-the-box functionality to avoid unnecessary technical debt, then we leverage AI-enabled orchestration, flow orchestration and Agentforce capabilities for greater quality and efficiency.
Finally, our build teams combine business, design and engineering expertise to deliver across the full Salesforce ecosystem, producing solutions that are scalable, secure and built for the real world.
Optimise
Most organisations only scratch to surface of what Salesforce can do. Our optimisation services help you close that gap. Through organisation health assessments, adoption uplift and performance tuning, we ensure that your platform keeps pace with new capabilities and market demands.
We also help you achieve this by drawing up enhancement roadmaps that are aligned with quarterly releases, new features and future business goals. As a result, your setup stays modern, compliant and — most importantly — competitive.
Test
Through our dedicated quality engineering team at Planit, we deliver expert Salesforce testing, automation and assurance services that de-risk delivery and accelerate time-to-value.
Our approach spans risk assessment, test strategy, pre-built automation accelerators and flexible delivery models, helping to improve functionality and optimise performance.
Run
Your Salesforce environment needs to evolve as your organisation does. Our managed services provide continuous platform management, release cycle governance, security monitoring, performance analytics and proactive feature enablement.
We operate as a seamless extension of your internal team, with flexible, scalable support models designed to keep Salesforce reliable, high-performing and positioned for growth at every stage.
Enabling the Agentic Enterprise
Salesforce enablement services
Transform your sales and service operations with NRI’s Agentic Operate-to-Value (AOV) methodology. We help organisations evolve into agentic enterprises, leveraging AI to enhance efficiency and human collaboration.
Our approach redesigns workflows for autonomous execution, aligning strategy with data-driven insights. This ensures your teams are equipped for modern challenges, achieving faster decision-making and improved customer engagement. Embrace a future-ready operating model that balances technology with a human touch for optimal performance.
What sets us apart as a partner
We build for the future
Experience has taught us that Salesforce can drive real, measurable change. That’s why our methods are purpose-built to help organisations unlock the next era of customer and employee experience, combining intuitive design, robust enterprise architecture and modern AI-driven capabilities.
Where we excel:
- Human-centred design paired with integration expertise
- Global delivery model designed for flexibility
- Solutions built for scale, compliance and real-world outcomes
- Business processes designed for AI capabilities and enabled for Data 360
End-to-end capability across Salesforce
We cover every stage of the Salesforce lifecycle through a single, accountable partnership. This means fewer handoffs, tighter alignment and a partner whose capabilities span implementation, managed services and multi-cloud solutions across Sales Cloud, Service Cloud, Experience Cloud, Financial Services Cloud and more.
Where we excel:
- Full lifecycle coverage from strategy to optimisation
- Quality engineering embedded as a core discipline
- Large-scale managed services for continuous improvement
- Salesforce AI that fits your people — not just their problems
- Multi-cloud delivery across the complete Salesforce Customer 360 suite
Salesforce ANZ Growth Partner of the Year
In 2024, Salesforce recognised NRI as their ANZ Growth Partner of the Year — a reflection of our sustained focus on capability development, quality delivery and client impact. But it’s our culture that helped us win this achievement. And that’s what our clients value most: senior consultants who stay with you, genuine accountability and a partnership-first approach to business.
Where we excel:
- Strong local presence backed by global resources
- Tailored solutions that adapt to unique business needs
- Commitment to long-term client success and partnership
- Breadth of capability, delivered with boutique-level agility
Proven success in regulated environments
Delivering Salesforce in regulated industries demands more than technical capability. It requires deep sector knowledge, rigorous governance and a clear understanding of regulatory expectations.
Our experience spans complex financial services environments where resilience, compliance and operational integrity are non-negotiable, particularly across Australia’s banking, wealth and superannuation sectors.
What we excel:
- Expertise across financial services, education, utilities and the public sector.
- Frameworks mapped to APRA and ASIC standards (CPS 230, CPS 234, FAR)
- Compliance-first design aligned to Australian regulatory requirements
- Security architecture and data governance built into every engagement
- Proven delivery models for sensitive, high-stakes environments
Talk to our Salesforce team
Exploring what’s next for your Salesforce environment? We’d love to hear from you. Fill out the form below and one of our Salesforce specialists will be in touch.
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