Customer stories

A hub of solutions, and success stories implementing and optimising Salesforce for businesses.

Customer Stories

Financial ServicesClass SuperFinancial Services CloudIress Xplan IntegrationLincoln IndicatorsMarketing CloudMulesoftXero Practice Manager Integration
Prime Financial Group
Prime Financial Group: A single view of the client across five business units

Prime Financial Group: A single view of the client across five business units

Integrating data from four software platforms and five business units to give a diversified company a singular view of their customers. We built an enterprise-grade CRM to connect customers across Prime Financial Group's complex ecosystem. With customer data...

EducationaXcelerate IntegrationMomentumMYOB IntegrationSales CloudSales Process DesignToolkit (Relays/DocGen)WordPress Integration
Fire & Safety Australia: Transforming spreadsheets into a scalable Salesforce sales engine

Fire & Safety Australia: Transforming spreadsheets into a scalable Salesforce sales engine

From spreadsheet to sales engine, giving every team a single source of truth across a complex customer journey. We rebuilt Fire & Safety Australia’s Salesforce platform from the ground up, transforming it from an unstructured spreadsheet into an integrated,...

HealthTechnologyDocusignDrive ConnectGoogle WorkspaceSales CloudXero
Capability Support Services: From spreadsheets to a Salesforce foundation for NDIS care

Capability Support Services: From spreadsheets to a Salesforce foundation for NDIS care

Summary Problem: Fluent Group successfully addressed Capability Support Services’ (CapabilitySS) challenges by improving therapist collaboration, reducing administrative burdens, and enhancing data security. Teams involved: Administration team, therapists and the...

EducationCloudfuseDigital MarketingManaged ServiceMarketing Cloud Advertising StudioPardotSales CloudSales Process DesignSMS Magic - SMSVonage - VoIP Telephony
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Learning Online: The education of tomorrow

Learning Online: The education of tomorrow

Learning Online specialises in short online courses that deliver the practical skills their students need to succeed. The organisation offers over 60 online courses across various industries, taught via multiple learning formats to suit every student. Learning...

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