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    Guided selling.

    Increasing your sales effectiveness.

  • About

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    Ian Smith. Your Design Thinker.

    Increasing sales effectiveness.

    Think human. Design digital.

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    Talent Transformation

    Deliverables, not hours.

    XCELD combines Talent and Project Management (TPM) that moves employee and contractor pay from hours to deliverables.

    Read blog post.

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    AI That Works

    Increasing human productivity.

    Our AI solutions are designed to increase the productivity of creative, sales, tech and other knowledge workers. Think human first, AI as Copilot.

    We are introducing a range of AI Admin and Change Agents to acccelerate innovations with the Salesforce Lightning Platform.

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    CRM and Beyond

    Fixed-price assurance.

    We deliver Salesforce solutions to help increase your sales effectiveness for the high-value, high-touch sell, whether business or consumer.

    Ask about our multi-year success with a NHS private hospital, where we manage over 75,000 patiernt engagements each year, and growing.

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    Sales Coaching

    Guided by the hour.

    We help sales professionals and non-sales subject matter experts alike improve their sales effectiveness, where it matters most - in deals!

    Ask us about how our founder Ian Smith brings over 50 years experience in sales, living and working in UK and USA, and engage him by the hour.

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    Social Care Cloud

    Discharge to social care, faster.

    We are delivering Social Care Cloud: a Salesforce-powered app that delivers reductions in bed-blocking by speeding up discharge to social care.

    Read blog post.

  • Solutions

    No-code. No problem.

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    No-Code advantage.

    Simplified, fixed-price CRM.

    With Salesforce CRM solutions we subtract before we add. We always apply a No-Code First approach that eliminates IT groupthink.

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    Low-Code integration.

    Salesforce CRM connected.

    Our Salesforce integrations apply Low-Code with AI-defined Apex code and create seamless, secure connections with many of your apps.

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    Beyond CRM.

    Salesforce as unifying platform.

    Salesforce Lightning Platform enables us to design many apps beyond CRM, with one underlying technology and the same user experience.

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    Live coaching.

    Coaching by the hour.

    Our coaching is for sales professionals and non-sales subject matter experts to navigate those crucial moments in a buying and selling cycle.

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    Social care harmonised.

    Accelerating NHS patient discharge.

    Our Social Care Cloud enables discharge nurses and social carers to collaborate and reduce bed-blocking in over-crowded NHS hospitals.

  • Thinking

    Increasing your sales effectiveness.

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    Guided selling.

    Making right move, right time.

    We deliver CRM apps that enable you to better create and communicate time-based value propositions and a sense of calm clarity in buyers.

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    Guided buying.

    Discovering the mutual value.

    Our CRM solutions enable you to engage buyers in compelling what-if models that relate meaningfully to their needs - from first meeting on.

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    Guided engagement.

    Facilitating deep work.

    We combine CRM technology with the right tools to enable distraction-free buyer-seller engagements that creates high-value outcomes.

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    Guided innovation.

    Designing CRM no-code first.

    Our Salesforce CRM solutions are always designed with a no-code first approach applied - fixed-price apps delivered in days and hours.

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    Guided flow.

    Project tasks. Pull don't push.

    Our Project Management pull-based apps empower users to choose what to work on and when, for a sense of calm, ownership and accountability.

  • Work

    Where we deliver increases in sales effectiveness.

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    Engaging patients.

    Right surgeon, right treatment. right time.

    We implemented Salesforce CRM to improve customer experience for over 75,000 high-value, high-touch private patient engagements each year.

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    Automating creatives.

    Creative talent delivering social prescribing.

    We designed a Salesforce CRM solution to automate scheduling and invoicing for creatives who deliver employee and patient wellbeing activities.

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    Augmenting humans.

    AI that works with humans-in-the-loop.

    We enabled AI Assistants to generate natural language reports in Salesforce that satisfied stringent regulatory requirements in the public sector.

  • Blog

    Our thinking, explained.

    Imagine a world where the ticking clock no longer dictates your pay. A world where your value isn...
    At Being Guided I have been working on how our customers can clearly map out a solid use case,...
    With the current hype surrounding all things Artificial Intelligence (AI) it is a good time to...
    Progressive Disclosure is one of three Design Principles followed by my agency to deliver No-Code...
    A Meaningful Journey, in the context of designing CRM and other apps on Salesforce Lightning...
    After fourteen years of healthtech innovation at Being Guided we are now introducing a new...
  • Store

    Sales power. By the hour.

    Guided by the Hour

    Guided by the Hour

    £220.00
    Increasing your sales effectiveness.
    One hour at a time, every time, over time.
    Optimised in AI-powered CRM and beyond.
    Quantity
    Coming soon
  • Legal

    Privacy Policy

    When you use and interact with our Websites, Email Communications or Services, communicate with or otherwise contact us or visit our offices or attend our events, we may collect, use, share and process information relating to you ("Personal Data"). These Privacy Statement Highlights summarise our Personal Data processing practices and your related rights.

    We collect and process Personal Data for a variety of purposes, including:

    • The processing of your name and contact information to provide you with information about our products, manage your registration for and attendance at our events and webinars or for office visits, manage your registration for contests or promotions, provide you with customer support or otherwise communicate with you.
    • The processing of device and usage data to develop, improve, manage and customise our Websites and Services, to assess and improve the related user experience, to identify customer opportunities and to guarantee our Websites and Services security and continued proper functioning.
    • The processing of your billing information to complete transactions with you when you purchase our Products or Services.
    • To provide you with the necessary functionalities required during your use of our Websites and Services, and to review capacity requirements and compliance with the applicable usage terms.
    • To display personalised advertisements to you and to send to you marketing communications about us, our Products and our Services. ;p
    • To comply with our legal obligations under applicable laws of England and Wales and/or US state of Delaware and cooperate with public and government authorities.
    • We only collect and process your Personal Data to the extent it is necessary for fulfilling these purposes and where we can rely on a legal basis for such processing. Where required, we will ask you for your prior consent to processing.

    We may share Personal Data with various parties, including:

    • Our contracted service providers that process Personal Data on our behalf for IT and system administration and hosting, credit card processing, research and analytics, marketing, customer support and data enrichment.
    • Affiliates within our current or future organisation that processEs Personal Data for customer support, marketing, event management, technical operations and account management.
    • If you are using our Services as an authorised user, we may be responsible by accessIng the Services for verifying your account, investigating suspicious activity and reviewing the compliance our usage terms and policies.
    • Sponsors of events, webinar or contests for which you register.
    • Third-party social media and advertising networks, which usually act as separate controllers, so that we can advertise on their platforms.
    • Specifically in relation to our Being Guided Website at https://www.beingguided.com, with our third-party Partners, who may contact you regarding their Products or Services.
    • In individual instances, professional advisers who provide consultancy, banking, legal, insurance and accounting services, or if we are involved in a merger, reorganisation, asset sale or business combination.
    • Public and government authorities, to the extent we are compelled to disclose Personal Data to comply with our legal obligations under the laws of England and Wales.

    You have certain rights relating to your Personal Data, subject to local data protection Under the laws of England and Wales. These rights may include:

    • To access your Personal Data held by us ('Right to Access').
    • To rectify inaccurate Personal Data and, taking into account the purpose of processing the Personal Data, ensure it is complete ('Right to Rectification').
    • To erase/delete your Personal Data, to the extent permitted by applicable data protection laws ('Right to Erasure; 'Right to be Forgotten').
    • To restrict our processing of your Personal Data to the extent permitted by law ('Right to Restriction of Processing').
    • To transfer your Personal Data to another controller, to the extent possible ('Right to Data Portability').
    • To object to any processing of your Personal Data carried out on the basis of our legitimate interests ("Right to Object').

    Where we process your Personal Data for direct marketing purposes or share it with third-parties for their own direct marketing purposes, you can exercise your right to object at any time to such processing without having to provide any specific reason for such objection.

     

    To not be subject to a decision based solely on automated processing, including profiling, which produces legal effects ('Automated Decision-Making'); Automated Decision-Making currently does not take place on our Websites or in our Services.

    To the extent we base the collection, processing and sharing of your Personal Data on your consent, to withdraw your consent at any time, without affecting the lawfulness of the processing based on such consent before its withdrawal.