Advice UK
About AdviceUK
AdviceUK supports over 700 advice centres across the UK, ensuring frontline services have the tools and resources needed to help people in need.
Technology plays a key role in enabling this mission, and under the leadership of Silvia Denaro, Head of Systems and Technology, AdviceUK has embraced Salesforce to scale its impact.
However, as the organisation grew, managing complex pricing structures, sales cycles, and financial processes required specialist expertise. That's where Hyphen8 stepped in.
The Challenge: Managing Complex Sales & Pricing Structures On Salesforce
Despite being strong advocates of Salesforce, AdviceUK's in-house team faced challenges managing a highly complex pricing model for one of their core products. The organisation needed to streamline sales processes, automate invoicing, and improve visibility across finance, membership, and sales teams.
"One of our core products has a very complex pricing model made of base fees and several add-ons, meaning we have hundreds of variations across the sales team's options.
We needed a solution that would enable us to streamline everything in one system.
As huge Salesforce advocates, we knew we needed experts to help."
- Silvia Denaro, Head of Systems & Technology, AdviceUK
Pain Points
AdviceUK needed a flexible, automated system to reduce manual work and improve sales and finance operations.
With over 200 different sales options the team wanted to ensure that they had an automated system that could enable their team to keep up with the demand from the centres they support.
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Complex Pricing & Subscription Management
- The sales team managed hundreds of price variations, making accurate pricing a challenge.
- Pricing structures resembled phone contracts, with base plans and multiple add-ons.
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Fragmented Sales & Finance Systems
- Sales and invoicing processes were disconnected, requiring constant reconciliation.
- Membership data wasn't integrated, making it difficult to track which members were also customers.
- Sales and invoicing processes were disconnected, requiring constant reconciliation.
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High Dependency on Manual Processes
- Invoicing was time-consuming, with duplicate data entry creating inefficiencies.
- Sales and finance teams lacked a single source of truth for renewals and transactions.
- Invoicing was time-consuming, with duplicate data entry creating inefficiencies.
The Solution: A Unified Salesforce System Designed by Hyphen8
Hyphen8 worked with AdviceUK to enhance opportunity management, automate subscriptions, and integrate financial processes-delivering a scalable, easy-to-use solution.
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Streamlining Pricing & Sales Cycle
- Hyphen8 developed a structured pricing model within Salesforce to handle base fees, add-ons, and variations efficiently.
- Sales opportunities now reflect full pricing configurations, ensuring consistency.
- Hyphen8 developed a structured pricing model within Salesforce to handle base fees, add-ons, and variations efficiently.
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Seamless Financial Integration
- Salesforce now automates invoicing, reducing manual duplication.
- The finance and sales teams work from the same system, eliminating reconciliation issues.
- Salesforce now automates invoicing, reducing manual duplication.
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Enhanced Membership Visibility
- Membership and sales data are now linked, giving teams a clearer picture of customer engagement.
- Better tracking of renewals and subscriptions ensures a proactive approach to customer relationships.
- Membership and sales data are now linked, giving teams a clearer picture of customer engagement.
The Impact of working with Hyphen8
The Impact
By working with Hyphen8, AdviceUK has eliminated manual processes, improved financial tracking, and enhanced sales cycle management.
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Key Outcomes
- Pricing & subscriptions fully integrated, reducing admin workload.
- Sales and finance teams aligned, improving efficiency and accuracy.
- Automated invoicing reduces duplication and ensures timely payments.
- Pricing & subscriptions fully integrated, reducing admin workload.
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Increased Efficiency for Sales & Finance Teams
- Sales and finance teams now work from the same data, reducing errors.
- The team can track customer relationships more effectively, supporting stronger engagement.
- Sales and finance teams now work from the same data, reducing errors.
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Improved Membership & Customer Insights
- Membership and product sales data are now linked, allowing informed conversations.
- Teams can now identify trends and opportunities in their customer base.
- Membership and product sales data are now linked, allowing informed conversations.
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Empowered Internal Teams
- Less reliance on external consultants, as staff can now manage updates independently.
- Improved internal expertise ensures AdviceUK can scale its solutions confidently.
- Less reliance on external consultants, as staff can now manage updates independently.
Making an impact
"Now, everything is in one place. We clearly view the sales process, invoicing, and renewals.
This visibility has eliminated the need for constant reconciliation, and it has greatly improved our workflow."
- Silvia Denaro
Why Did You Choose Salesforce and Hyphen8?
"Hyphen8 helped us solve a significant challenge with our pricing model.
We wanted to support our internal teams while improving how we manage sales and subscriptions. Their expertise allowed us to a this without sacrificing accuracy or efficiency.
We really enjoyed working with Hyphen8 because they understood our need to maintain in-house expertise. They didn't waste our time on minor tasks we could handle ourselves. Instead, they focused on the complex customisations we couldn't manage alone.
Their ability to speak the same technical language and let us own the solution made the collaboration successful."
Silvia Denaro
Advice for other charities
"My advice would be to speak to Elaine and the team at Hyphen8.
We're excited about the insights we'll gain as more data flows through the system.
This project has laid a solid foundation for future growth and efficiency. Over the next year, we expect to see even clearer trends and opportunities in our sales and invoicing processes.
We couldn't have done that without their expertise, they will solve your problems for you!"
