Cooper Parry 30% increase in client onboarding speed.

Cooper Parry powers smarter growth with automation

Discover how Cooper Parry plans to maintain the highest NPS in the industry as it grows.

3 min read

Products Used

Sales Cloud

Marketing Cloud Account Engagement

MuleSoft

Automated processes and connected data empower Cooper Parry’s teams to spend less time on manual tasks and more time providing high-value strategic advice.

Cooper Parry is one of the UK’s fastest-growing, private equity backed firms. Known as the ‘rebels of accounting’, it is focused on building the leading next-generation professional services group.

Fuelled by mergers and acquisitions and strengthened by culture, it supports like-minded, entrepreneurial, mid-market businesses across the UK and overseas, providing tech-enabled services covering audit, tax, innovation, outsourced financial services, law, deals (corporate finance, transaction services, and tax), digital consulting, and wealth management.

Manual processes keep teams from high-value tasks.

Between 2022 and 2025, Cooper Parry quadrupled in size, and it’s now aiming to further boost growth, from £200 million to £600 million in revenue within three years. To support this expansion, the company wants to free up its employees to spend less time on admin and more time delivering high-value advice to clients.

But as the firm has grown through acquisitions and expanded service lines, operational complexity has increased. Manual processes, fragmented systems, and siloed customer data were making it harder for teams to work efficiently and deliver connected services. To support scalable growth and maintain its industry-leading Net Promoter Score of 71, Cooper Parry needed a unified, automated platform.

With its legacy business platforms reaching their end of life, Cooper Parry saw the opportunity to centralise its data and automate processes. By moving to a fully integrated ecosystem for everything from quotes and billing to resource planning and reporting, it aims to drive growth and free employees to spend more time with clients.

Centralised data empowers teams to work smarter.

Cooper Parry kicked off its Salesforce journey in February 2024, selecting Salesforce for its cultural fit, customer-first mindset, and investment in agentic AI. The implementation was led by Cloud Orca — a Salesforce expert and part of the Cooper Parry group.

With Sales Cloud at the core of its new ecosystem, customer-facing teams now have full visibility into customer data across the business. MuleSoft connects service delivery platforms, ensuring consistent, real-time data and eliminating gaps.

By centralising data, Cooper Parry is streamlining processes from quote to cash, with shared customer data continuously refined and enriched across teams. Salesforce also supports Cooper Parry’s unique origination process and will serve as the orchestration layer for analytics and reporting, laying the groundwork for scalable, insight-led growth. Plus, with real-time visibility, Cooper Parry can react quicker to potential issues and resolve them faster.

Cooper Parry has also deployed Certinia (formerly FinancialForce) to unify financials, resourcing, and project delivery, enabling end-to-end control and visibility.

Agentic AI and automation pave the way for sustainable growth.

As Cooper Parry continues migrating teams to Salesforce, it’s already rolling out a strategic roadmap for automation. While Sales Cloud delivers an intuitive front-end experience for users across the entire business, the company is building a backend automation layer with plans to integrate Agentforce and its agentic AI capabilities to drive even greater efficiency and insight.

One of the first priorities is automating customer onboarding, which is a complex, data-heavy process that’s essential for compliance, but adds little direct value for customers or the business. By streamlining it with AI, Cooper Parry aims to create a frictionless customer experience, reduce onboarding costs, and free up teams to focus on higher-impact work. So far, this has resulted in a 30% increase in client onboarding speed.

Next on the agenda, the company plans to automate letters of engagement and use Salesforce to suggest next-best actions, helping teams work faster and deliver more tailored, proactive services.

Unified marketing allows more targeted and relevant communications.

Cooper Parry has recently added Marketing Cloud Growth to its Salesforce ecosystem to power a wide range of communications — from client technical updates and newsletters to event invitations. The platform underpins targeted, relevant campaigns, helping the team engage the right audiences at the right time.

With built-in reporting, Marketing Cloud will give the team clear insight into what’s working, enabling smarter investment and maximising ROI.

To further extend functionality, Cooper Parry is also using tools from the Salesforce AppExchange, including DocuSign for digital signatures and Asperato for Direct Debit origination and payment collection.

“Salesforce gives us a single view of our clients that permeates throughout the entire firm. We’re now building automation capabilities on top that will free up our teams to focus on providing strategic advice and adding real value to our client relationships”.

Phil Erridge

Chief Operating Officer, Cooper Parry

The Salesforce Difference

With Salesforce, Cooper Parry’s teams now have full visibility across every customer touchpoint — from marketing and sales to onboarding and delivery — across all service lines. This unified view helps them understand client needs faster and more accurately, strengthening relationships and driving better outcomes. And by automating time-consuming processes like onboarding, Cooper Parry is further increasing efficiency and freeing up teams to focus on high-value advisory work, which benefits customers, employees, and the bottom line.

Salesforce also supports Cooper Parry’s flexible culture and remote working, enabling seamless collaboration whether teams are based in the East Midlands, India, or the Philippines.

With Salesforce in place, Cooper Parry has the systems to scale without losing its personal touch, which will help the company retain its industry-leading Net Promoter Score of 71.

Industry-leading Net Promoter Score

30 %

increase in client onboarding speed

25 %

increase in lead-to-closed won business

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