We Lead Out

Clancy has been great

very happy, very professional and very efficient in their delivery.

We partnered with We Lead Out to overhaul our Service Cloud implementation, which was significantly underutilizing native features and lacked Omni-Channel routing. A key differentiator for We Lead Out was their hands-on approach, their consultant, Clancy, actually came onsite to sit with our team and learn our specific challenges firsthand. This deep discovery, supported by Jordan’s clear process management and Chris’s oversight of the SCRUM methodology, ensured the project remained organized and transparent. Their developer, Carlos, translated our needs into a solution that truly worked for us, delivering exactly what was promised. Out of the five partners we have worked with, they were by far the best due to this level of personal commitment and technical expertise. Since the project's completion, we have realized a much more efficient support flow and significantly improved agent productivity. For a successful engagement, I highly recommend leveraging their onsite discovery process to ensure your unique workflows are fully captured.

Clancy, Jordan, Rachel and the We Lead Out team are experts and knew how to get the project done on time by adapting to unforeseen situations and were resourceful with their delivery. We consider them trusted partners and would happily work with them again on future projects.

We Lead Out (WLO) delivered a transformative Salesforce implementation for Michael Reid Gallery. As a multi-site, relationship-driven gallery business, we needed more than technical configuration — we required strategic clarity across the full collector journey. WLO redesigned our enquiry capture and qualification process, implemented Salesforce Sales Cloud, and built a bespoke collector scoring model tailored to our market. By unifying engagement and sales activity into a single view, they gave our team real-time visibility of where each collector sits — and what action should happen next. Through intelligent routing, automated follow-ups, reporting dashboards, and strong data governance, WLO created greater consistency, accountability, and timing across our sales conversations. They operate as a true strategic partner, combining commercial insight with strong technical capability. We highly recommend WLO to any organisation seeking meaningful, scalable Salesforce impact.

We partnered with We Lead Out to implement Salesforce across our business, and the experience has been outstanding from start to finish. Clancy’s expertise as the lead developer ensured the system was set up precisely for our operational needs and integrated seamlessly with our existing processes. Rachel kept the entire project running smoothly with excellent communication, structure, and support throughout each phase. Their team took the time to understand our business, anticipate challenges, and proactively guide us to best-practice solutions. We now have a Salesforce instance that is efficient, user-friendly, and scalable as we continue to grow. We Lead Out has been a reliable, professional, and genuinely collaborative partner. I would highly recommend them to any organisation looking for a well-executed Salesforce implementation and an experienced team that genuinely cares about delivering a great outcome.