SALESFORCE & Certinia SPECIALISTS

Change how you do business, forever.

Exceleris is the team with the technical expertize and business acumen to disrupt your company, in the most positive way yet. Our boutique consulting firm specializes in CRM, PSA, ERP and EPM transformations.

We’ll get back to you in one business day.

We've worked with these amazing companies

Empowering your organization through digital transformation.

STREAMLINE YOUR ENTIRE BUSINESS

CRM / PSA / ERP

Manage Sales, Project
Management, Delivery, Supply Chain, Billing, Accounting and Reporting – all on a single platform.

BUDGET, PLAN AND VISUALIzE YOUR WHOLE ORGANIzATION

EPM / FP&A

Leverage leading technology to manage the Budgeting and Planning process.

AUTOMATE MANUAL PROCESSES

Product Innovation

Apps ranging from Invoice capture via OCR, Auto-Banking / Reconciliation, Job Management and more.

Leave it with us

Managed Services

Enhance your systems to support your business as it grows and scales to remain competitive.

Exceleris specializes in ERP, CRM and EPM digital transformations on the Salesforce platform

For our PSA and ERP offerings we have specialized on the #1 customer centric platform, Salesforce. We don’t believe in any singular application above the rest. It’s important that we remain system agnostic, as this is how we ensure we’re delivering the best to you, our customers. Our team will always look at your business requirements and goals before we make a recommendation.

For our EPM and FP&A offerings we have a wide array of applications to suit your businesses needs. Some work extremely well with Salesforce (with embedded interfaces) and some others are lower tiered standalone products.

How we help

The Exceleris team supports clients across many solutions including CRM, PSA, ERP and FP&A.

What differentiates us is our combined skillset offering a blend of strong technical and business/accounting knowledge.

Industries we support

We have worked across a wide variety of industries. Here are some of our natural specializations:

Professional Services
Health and Life Sciences
Media & Advertising
Education
Engineering Services
High-Tech and SaaS
Non-Profit

It's our people that make Exceleris Consulting

It’s not just the platforms we work with and the tools we use and provide you with that drive efficiency in your organization. It’s the expertize, innovation, and continuous drive of our team. Our people make Exceleris Consulting what it is – from the efficiencies we create in your organization to the service and support you receive throughout the process.

We think you'll appreciate our people just as much as we do.

How to get started with us

Step 1

Get in contact

Contact our team by filling in the form with as much detail as you can – this could simply be your goal for the project.

Step 2

Callback

Once we receive your enquiry, we’ll call you back within one business day to find a suitable time for a consultation.

Step 3

Consultation

At your initial consultation, we’ll discuss your ideas and goals and provide our custom recommendations.

Step 4

Go time

We’ll put a full plan in place and begin designing and implementing your new custom system or solution.

Customer testimonials received from some of our valued clients

“The Exceleris team go above expectations to understand business requirements and check understanding. The team are very customer focused, responsive and easy to work with. They forecast and plan realistic goals and timelines and this sets them apart from the ‘over promise and under deliver’ experience with other service providers.”

“Exceleris has deep technical expertise (software, accounting, and financial services) which they were able to bring to our implementation of FinancialForce to ensure that it was a success and that we were able to achieve our goals and objectives. Exceleris will be a trusted partner for many years to come. Throughout the engagement, Exceleris was always very responsive to our needs and their support has been first class.”

“We have had an extremely positive experience with Exceleris and would highly recommend their services. They brought innovative ideas to the table to ensure we used the solution to get the most value out of it. Timelines were clearly outlined and these were always met. I understood what was happening at every stage of the engagement.”

“…I wasn’t trying to explain our business processes to someone who works in IT with limited business or accounting knowledge. I was explaining it to consultants with huge amounts of experience and understanding of exactly what needs to happen and the why. They understand the bigger picture and have the technical expertise to tweak all the little things along the way to get there.”

In our engagement with Exceleris, the team quickly understood the requirements of the project and provided a clear vision of the proposed solution, incorporating some new capabilities that were adapted to Living Edge's unique operating model. The Exceleris team provided a professional and no-nonsense approach, while also connecting well with the project team throughout the engagement.

Exceleris have completely transformed the way in which we deal with our accounts payable invoices. With their help we have managed to automate the data entry of our payable invoices saving huge amounts of time allowing the team to focus on higher value tasks. They are very knowledgeable and understood our requirements straight away. A pleasure to work with 10/10.'

Here's why companies choose us

Exceleris is the team going above and beyond implementation. It’s a full-scale strategy that empowers you and the teams within your organization.

Company-wide advancements

Exceleris looks at the entirety of your organization and uses strategic technology implementation to advance it. By optimising and enhancing your existing systems, we make them work together and transform how you work.

Large System Portfolio

We have partnerships with some of the leading providers in the CRM, PSA, ERP and FP&A. However, all businesses have different needs and we bring the right technology to align with you key desired business outcomes.

Outcome-focused team

The work we complete for you means nothing if the outcome isn't there. The Exceleris team is focused on producing positive and organization-transforming outcomes.

Cohesive approach to your business

Our team will never look at just one portion of your business and throw the rest out of balance. We understand your business is interconnected, we'll take a cohesive approach.

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Sleek efficiencies & implementation all across the globe

Headquartered in Sydney, Australia, with offices in London, UK and New York, USA. Servicing clients across the world.

Expert consultants

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Have a question?

Frequently Asked Questions

I'm not sure exactly what my business needs, can you help?

Yes, absolutely. Our initial consultation is all about working out your requirements, and how we can meet them. Our team will provide you with our recommendations, running you through exactly what they mean and how they work.

Do we need Salesforce to use Certinia?

Yes, you do. Certinia works within the Salesforce platform and extends its capabilities. The Exceleris team can support you to get setup on the Salesforce platform, or we can recommend an alternative to work with your existing CRM.

I have a small business, is an ERP solution for me?

Yes. ERP solutions are highly customisable and scalable, meaning they can be created to support small businesses and can scale as your team and requirements do.

Have another question? Check out our FAQs page for more.

Book your free consultation with a specialist

The process will begin with an initial consultation. This allows us to get to know your business and provide you with our custom recommendations.