What we do .

Barney never intended for CRM to become his career, but nearly two decades later here he is as the co-founder of Futureform. After working with Siebel for a few years, his head was turned by Salesforce, and once his eyes were opened to the capability of the platform there was no turning back.

He has been a Salesforce consultant in the UK and US, working with many of the largest and smallest Wealth Managers, Asset Managers, and Private Equity firms.

As Futureform grows, Barney is excited about building a motivated and enthused team to help our customers on their Salesforce journeys.

Brian has spent his career finding new ways to delight clients with creative use of technology to solve business problems. Nearly fifteen years later and he’s still excited by what’s possible on the Salesforce platform. Beyond just technology, he’s also passionate about sharing his experience to help develop great consultants.

After starting his consulting career in NYC, he had the opportunity to take a role in a lovely English town called London. A few years later he met Barney, in whom he saw a similar excitement for delivering value to clients. The two decided to join forces and Futureform was born.

When he’s not building solutions, he can be found camping, hiking, or being the slowest member of the Futureform Run Club.

Emma’s background as a customer service professional is what led her to operations coordinator at Futureform. Having spent several years in a customer facing role building customer relationships, she decided that it was time to use her knowledge to support staff internally. Being the overly organised individual that she is, Emma enjoys planning staff and client networking events and making sure that the Futureform team has everything needed to carry out day-to-day tasks. Outside of work, you will find Emma being a social butterfly, meeting friends, and finding new restaurants to try.

With over a decade in the Salesforce ecosystem and a focus on the financial services sector, Lee has spent the last seven years exclusively helping clients in asset management, wealth management, private equity, and insurance to maximise their Salesforce investment. As a relationship-driven Account Director at Futureform, he’s dedicated to supporting clients on every step of their Salesforce journey. Outside of work, Lee is a hobbyist photographer, an avid West Ham United supporter, and a keen adventurer, often found exploring mountain trails or planning his next adventure.

Katherine has built up her marketing communications career in a variety of industries across Canada and the UK. From creating content for B2B SaaS companies, crafting communications plans for universities, to account management, customer marketing and more, Katherine loves creating strategies and content that shines! Most recently, Katherine lead the EMEA customer marketing function at Salesforce for the Tableau product.

Outside of work, she enjoys walks with her dog, Louie, travelling and exploring new cuisines as much as possible.

Fabio Persico is an experienced integration consultant with over 17 years in the field, having held roles as Integration Practice Head, Integration Architect, and Senior Developer. With expertise spanning Oracle Fusion to MuleSoft Anypoint and ETL / DWH Solutions, he brings a deep understanding of Agile Development, Scrum, and virtual work environments. Fabio excels in pre-sales discovery, estimation, requirements gathering, analysis, and high-level design, consistently meeting deadlines and upholding quality standards in integration projects. His primary responsibilities include leading the integration/MuleSoft practice, improving processes, overseeing quality assurance, and building company accelerators.
Outside of work, Fabio enjoys freediving underwater apnea, and he loves spending time with kids and in the garden where he produce Extra Virgin Olive Oil and Lemons

Nicole brings a wealth of experience recruiting in competitive landscapes and shaping the talent acquisition function in growing global professional services organisations. In recent years she has been focused within the Salesforce ecosystem, supporting partners on their growth objectives. She is passionate about candidate experience and enjoys working with all areas of the business to ensure this gives way to a positive employee experience. When Nicole isn’t hunting for top talent, you can find her on her yoga mat either taking classes or teaching as a certified instructor.

Giorgia brings 6+ years experience in the Resourcing and PMO Salesforce ecosystem. She loves finding solutions & thinking outside the box in order to deliver successful projects. As a Resourcing expert, Giorgia's main goal is to find the right balance between the financial growth of the company and the career goals/aspirations of the team. She loves her job and the fact that she gets to work and learn from very talented and diverse people.
Outside work, Giorgia loves to travel and eat good food, pasta being top of the list!

Coming from an end user background for a field service company, Grecco accidentally fell into the Salesforce ecosystem by becoming the de facto ‘Salesforce Guy’ when the company implemented Salesforce. It wasn’t long before Grecco found out that being the ‘Salesforce Guy’ is actually quite fun and gives you the opportunity to help business users make their day more efficient. Grecco joined Futureform looking to take on more challenges and after delivering projects in the Asset Management, Private Equity and Insurance verticals, his passion for the platform has only increased.

Matt has worked as a system administrator, technical support engineer, professional service’s consultant and Director of IT Application Development over the past 26 years. Having used the Salesforce platform for 20 years to support various business needs, he brings a wealth of knowledge and is always looking to use the new features the platform has to offer.
As a Solution Architect, Matt brings a broad knowledge of both IT and business systems and is always looking for ways to improve the use and standardisation of systems across an organisation and innovate with the use of new technologies. Outside of work Matt enjoys listening to music from his vinyl collection and trying new recipes.

Melody is a Salesforce Certified Application and System Architect with more than 7 years of experience leading the design, development, and delivery of large-scale Salesforce implementations across various industries, including Finance, Government, and Health in New Zealand and The United Kingdom. Skilled in creating multi-cloud architecture solutions that align technology strategies with business objectives and support digital transformation efforts. Outside of work she enjoys hiking, travelling and trying out new desserts!

Nilakshi is a highly experienced Salesforce technical architect with an exceptional technical background. Having started her career working in PeopleSoft Financials as a developer, she was accidentally introduced to the world of Salesforce in 2010 and has never looked back. The ever-evolving Salesforce landscape motivates and inspires her to learn something new everyday. She is passionate about applying her extensive experience and skills to solving challenging business problems with innovative technical solutions. When not ‘Salesforce-ing’, she loves to spend time outdoors with her family.

Tom is a seasoned Salesforce professional with over seven years of experience across diverse industries, including financial services, media, professional services, and legal. He has expertise in multiple Salesforce clouds, such as Sales, Service, Experience, and CPQ, enabling him to design and implement tailored solutions that drive efficiency and growth. As a solution architect, Tom has developed a deep understanding of process optimization and automation. Outside of work, he enjoys hiking, swimming, and following a variety of sports.

Whilst working for a large multi media company Sallyanne was asked to help manage a ‘small’ CRM system with the name of Salesforce – this was around 14 years ago. Since that time both the platform and her experience have grown considerably. Moving from an end user environment to Professional Services Sallyanne has managed projects within the Sales, Service, Field Service and Financial Service clouds for a number of clients.
Outside of work Sallyanne loves the outdoors and enjoys getting out walking in the countryside where she lives, her latest project is rewilding a patch of disused mud near her home.

Daisy started her career in IT and Office Management; in her previous role, she became a client of Futureform and an end user of Salesforce. After the successful Salesforce implementation as a client, Daisy took a keen interest in the platform and Project Management as a whole, and joined the Futureform team to help others with delivery of their projects.

Danielle began her career in logo design, which naturally transitioned into client-facing roles and managing design projects. Over time, she shifted her focus to managing virtual events, which sparked her interest in the digital space and eventually led her to Salesforce in 2022. As a certified Agile Practitioner, Danielle has successfully managed numerous projects across various clouds. In her spare time, Danielle enjoys weightlifting, walking her puppy Simba, and exploring new restaurants.

Christine brings over a decade of hands-on experience in leading cloud technology programmes, with a strong focus on driving transformational change across industries such as telecommunications, investment research, travel technology, FMCG and more. Having worked in both consulting and end-user roles, she understands the unique needs and challenges of each side, making her a versatile and trusted Project Manager. Known for her clear communication and commitment to customer satisfaction, Christine is passionate about helping businesses unlock the power of Salesforce to fuel growth, streamline operations, and deliver meaningful results for clients and their customers.

Riccardo is a seasoned Professional Services leader with over nine years in the Salesforce ecosystem, specialising in Project Management, Solution Advisory, and leading Operations & Sales Strategy teams. Before Salesforce, he led programs for various email service providers and began his career as a front-end developer (back when HTML tables were the norm!). Known for his solutions-driven approach, Riccardo consistently delivers results and builds strong client relationships. A lifelong technology enthusiast, he stays active through sports and recently completed the Land’s End to John O’Groats bike ride in 2021.

As an Engineer turned Salesforce Consultant, Fran brings six years of Salesforce experience across both small and large consulting firms in New Zealand and the United Kingdom. She has worked across multiple industries, delivering robust solutions to streamline business processes and enrich customer experiences. Fran’s expertise are within Sales, Service, Financial Services and Experience Clouds. Fran played a critical part in project planning and delivery for a nationwide New Zealand loyalty rollout and has managed Service Cloud migrations for enterprise level customers, acting as a Scrum Master, Consultant and Business Analyst. Currently, at Futureform, she is supporting discovery and delivery efforts within the financial services sector, focusing on Wealth Management. When she's not working, she's out enjoying the sunshine (or rather - trying to find it), running, baking, or travelling across the UK and abroad.

Joseph is a highly qualified consultant with a strong background in the Real Estate Industry, specialising in Property Management and Business Administration. In a previous role with a FTSE100 company, Joseph found himself using Salesforce extensively and quickly developed a passion for its capabilities. This experience led to his successful transition into the role of a Salesforce Consultant, with a particular focus on Financial Services and Private Equity. As a certified consultant, Joseph brings expertise in optimising sales processes and enhancing customer relationship management through Salesforce, offering strategic, tailored solutions.Outside of work, Joseph enjoys ‘surpassing his limits’ in the gym, travelling, and indulging in his love for anime.

Matty brings a problem solving and analytical background to all things Salesforce. He graduated from Queen's University in Belfast with a degree in Business Management and quickly got into the world of technology with a focus on Salesforce. With over 5 years of experience working as a Salesforce Functional Consultant, he has helped deliver large-scale front office transformations, within the Financial Services sector. He is passionate about bringing together business and technology to create the best possible results for our customers.
Outside of work, Matty is an avid sports fan who loves to watch Arsenal and is an Ulster rugby season ticket holder. He enjoys travelling the world and getting away from the wet weather in Belfast!

Tom is an experienced professional with 12 years of dedicated service in the Salesforce ecosystem. With 5 years spent in Salesforce consultancy and 7 years working with Salesforce end users across various industries, including financial services, travel, professional services, and IT software. Tom brings a wealth of knowledge and expertise to the table. His forte lies in Salesforce configuration, spanning multiple clouds including Financial Services Cloud, Sales Cloud, Service Cloud, and Experience Cloud. He takes great pleasure in understanding a client's business processes and leveraging the Salesforce platform to enhance their efficiency.
Beyond his work, Tom is an avid traveller and a food enthusiast who loves exploring new and interesting restaurants to savour diverse cuisines from around the world.

Robert is a seasoned professional with a strong background in sales and client-facing customer service, bringing a wealth of experience in understanding and addressing client needs. With over four years in the Salesforce ecosystem and an additional four years as an end user, Robert has developed a deep passion for automation and delivering innovative, client-focused solutions that drive business success. Outside of work, he enjoys staying active by going to the gym and engaging in gaming. Robert is also enthusiastic about endurance sports, particularly triathlon, where he constantly challenges himself to achieve new goals.

Starting as an accidental admin from the sales department, Michaela quickly found her passion for Salesforce, where her love for problem-solving and continuous learning thrived. Over her 5-year technical career, she’s worked across various clouds—Sales, Service, Experience, Field Service, Financial Services, and OmniStudio. Salesforce has become her true calling, allowing her to improve processes, mentor others, and dive into complex technical challenges.

Outside of work, you’ll find her at the boxing gym, cooking up delicious meals, or gaming.

Anna brings a unique and dedicated approach to her role as a Salesforce Consultant. She began her career through a two-year Level 4 Salesforce Professional apprenticeship, where she first discovered her passion for the platform and its ability to deliver client-centred solutions.Since completing her apprenticeship, Anna has spent 4 years building her expertise in Salesforce, focusing on helping businesses streamline operations and achieve their goals through tailored solutions.
Outside of work, Anna is an international eventer, travelling the country with her horse to compete in various events.

Callum is a dedicated Salesforce consultant with over six years of experience in the Salesforce ecosystem, having started his career shortly after graduating from Nottingham Trent University in 2018. With a passion for logical and analytical problem-solving, Callum excels at identifying opportunities to streamline processes and overcome challenges for his clients. His expertise spans Salesforce’s core cloud products, alongside specialised solutions like Financial Services Cloud, Data Cloud and CRM Analytics. This, combined with his experience across various industries, enables him to develop tailored solutions that optimise efficiency and deliver tangible results. Callum’s methodical approach ensures that every implementation aligns with clients’ business objectives, making him a trusted partner in their digital transformation journey.

Outside of work, Callum enjoys playing football, travelling, and experimenting in the kitchen with new dishes inspired by global cuisines, the spicier the better.

Ray joins futureform having worked for 5 years in Salesforce consulting across diverse industries. Having retrained from a career as a diamond jewellery specialist, he discovered Salesforce through a friend who recommended various training materials and explained the consultant career path and has never looked back. He brings deep expertise across Salesforce's core clouds and is excited to be focussing on the Financial services sector. Ray is passionate about leveraging automation to streamline business processes enabling clients to work more efficiently day to day. Outside of work, Ray loves the outdoors, especially any water based activities and is a keen musician, playing guitar in a local cover band.

Sarah brings a unique and diverse background to her role as a Consultant. She began her career as an NHS Midwife, where her focus on care, attention to detail, and problem-solving were crucial. After several years in healthcare, she transitioned into recruitment, where she first encountered Salesforce and quickly discovered a passion for the platform’s ability to streamline processes and drive efficiency.
Since completing her Salesforce training in 2019, Sarah has never looked back. Now, as a Consultant at Futureform, she combines her varied professional experience—balancing care, communication, and technology—to help organisations unlock Salesforce's full potential. Her unique background allows her to understand complex challenges from multiple perspectives, ensuring tailored, impactful solutions for her clients.

Robert’s life and professional roots are in the New York world of business, technology and education. He started his own professional journey managing financial data and information systems for his family’s business, taught in the City University of New York for several years, and later expanded into technology and internet solutions for small businesses and start-ups in education, media, non-profit, and investment industries. Robert now lives in Wales, and is proud to be part of the Futureform team delivering world-class Salesforce solutions for financial service companies.

Ben discovered his passion for Salesforce straight out of university and never looked back. His love for all things software along with his drive to create seamless and scalable business processes through automation pushes him to deliver top-notch outcomes for our clients.
Since joining Futureform, Ben has built up a wealth of knowledge in the Financial Services industry and is leveraging that experience everyday.
Ben is mad about golf and will often be found practising his swing during his google meets.

Somkit is an experienced functional consultant with over 6 years of expertise in the Salesforce ecosystem. He has been involved in short projects with SMEs, to major digital transformations for global organisations. These have spanned across key financial sectors, such as banking, insurance, asset management and financial markets. Somkit is always keen to work with the various teams in the business to understand how Salesforce can deliver value for the business process, people and systems that can unlock the true value.

Outside of work, Somkit enjoy’s keeping active as much as possible and watching his team Manchester United fail to revive their glory days.

Iulia is a Salesforce Certified Consultant with over 5 years of experience in Salesforce consulting and end users with a passion for providing declarative solutions to complex requirements. Proficient in Financial Services Cloud, Sales Cloud and Experience Cloud, she is at her best when solving problems on the platform and she especially enjoys delivering simple and intelligent solutions that have the potential to make the end user’s role easier.
Outside of work she enjoys being a choir vocalist and trying out new restaurants in London.

With a background in accounting and finance, Shruthi made an exciting career switch to Salesforce after discovering its potential through a friend’s recommendation. She enjoys the challenge of learning new skills and applying them to deliver innovative solutions. Her client-centric approach, shaped by her finance background, helps her bring a thoughtful perspective to Salesforce projects aimed at making a meaningful impact. Beyond her professional life, Shruthi enjoys listening to music, taking countryside walks, and diving into suspense and thriller novels.

Heather is an accomplished Salesforce Consultant with over five years of experience delivering innovative solutions for Financial Services clients ranging from SMEs to major organisations. Heather has worked within functional teams across the project lifecycle with demonstrated expertise in requirements gathering, solution design, Salesforce configuration, quality assurance and go-live support. Outside of work, she enjoys staying active at the gym and long walks with her dog, Teddy.

Emmanuel specialises in understanding each client’s unique challenges and crafting tailored Salesforce strategies that streamline workflows and enhance user experiences. Known for his hands-on, collaborative approach, he is dedicated to delivering tangible results and ensuring Salesforce becomes a valuable asset for every client.
Outside of work, you can find Emmanuel in the gym or climbing the leaderboards in any game.

Helen studied Economics at Manchester University and enjoyed a successful career in Buying and Category Management for many years. After taking a career break, she discovered Salesforce and was inspired by its business potential and the impressive ecosystem surrounding it. This led her to acquire the skills and qualifications to help businesses operate more effectively. As a consultant at Futureform, Helen is committed to assisting clients in maximising their Salesforce potential and enhancing customer experiences. When she's not working, she enjoys spending time in her garden, going for walks, and catching up with friends.

Dawid has started his journey with Salesforce back in 2020 as inhouse Salesforce engineer and a year later moved into a consultancy position to support large clients with their implementations mainly around Sales, Service, Experience and Marketing Cloud. He is also a self-taught developer and is able to support implementations around Apex & Lightning Web Components, but still eager to learn more and help clients get the best out of their systems and support them in any way possible to ensure they are satisfied with the provided solutions.

Rob brings a wealth of experience operating and optimising Salesforce applications across a wide range of industries, giving him a deep understanding of what it takes to build robust solutions that can both stand the test of time, and swiftly adapt to future needs. Outside of work, he enjoys planning his next adventure in the mountains, and spending time with his young family.