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A hub of solutions, top tips, big reads, short stories and case studies to demystify sales and marketing optimisation.
Implementing Salesforce can be a game-changer for businesses, but it requires the right partner to ensure success. In complex projects, it is essential to go beyond the surface-level metrics and evaluate the partner based on their adaptability, agility, and...
For many businesses, integration tools are no longer a "nice to have". They are a "must-have" and for good reason. Integration between existing apps, services, and systems creates a truly scalable and efficient enterprise ecosystem that's worth its weight in gold....
No one thinks about or loves forms as much as we do. Which means we know everything there is to know about them. And now, so will you. What are forms? The basic function of a form is to allow you to collect consistent data from your customers. As with most things in...
Many SMBs find themselves spoiled with options and flush with enough money to do more business than ever before - meaning new business-to-business associations and new opportunities for unprecedented post-pandemic growth. Over half of SMBs intend to spend part of...
With the end of the financial year in sight, it’s a good time to reflect on the past year and set future goals aligned with your business’s strategy. Reporting is a critical business activity to measure growth and performance and is crucial for determining the success...
Put simply, a Google Analytics-style lead attribution strategy is based on leads, while revenue attribution is based on revenue. A traditional agency approach defines digital marketing conversions as form submissions or ad clicks. These conversion metrics are...
What's that? Marketing automation uses a tool or tools to deliver consistent, tailored content to customers during each stage of the sales journey. Data informs the tool(s) of the exact stage that a customer is at in the sales journey, and this triggers the tool to...
We’ve done our fair share of Salesforce implementations and we have discovered that the same questions are usually asked by our clients or Salesforce reps. We thought it might be helpful to document some of our responses to help anyone who is considering an...
This is the final article in our tech tools series, where we compare, contrast and recommend technology for all the major challenges faced by a business. In this article we compare content management systems and web hosting services and share our preferred choice....
This is the third article in our tech tools series, where we compare, contrast and recommend technology for all the major challenges faced by a business. In this article we review customer relationship management (CRM) tools and breakdown their strengths and...
What is Xplan? The Xplan platform is the backbone system for financial advice firms and insurance brokers. It has a comprehensive range of modules including compliance, advice, communications and customer management. For more information on their module offering, we...
This is the second article in our tech tools series, where we compare, contrast and recommend technology for all the major challenges faced by a business. In this article we look at how Google Workspace and Office 365 stack up as data storage and documentation...
As a tech business, we have a habit of trialling different tools and software. It can be taxing, but the upside is that we have hands-on experience with an extensive range of technology. We have helped many start-ups to scale, including our own business, which gives...
