Agentforce. Agentforce. Agentforce.Unless you’ve been living under a rock, it’s almost impossible to miss the hype surrounding Salesforce’s new AI agent system. And this time, the hype machine’s not wrong, Agentforce IS an exciting feature. Why? Because now, every...
Insights
A hub of solutions, top tips, big reads, short stories and case studies to demystify sales and marketing optimisation.
Top picks
Salesforce Winter ’24 Release: The game-changing updates you can’t miss!
If you're a Salesforce user, get ready to level up your game! The Winter '24 release is here, and it's packed with exciting updates that will enhance your Salesforce experience. In this post, we'll dive into the key updates mentioned in the release notes and show you...
Why personas matter: The essential qualities for effective analysis
Personas serve as an invaluable marketing tool to gain a deeper understanding of your audience and their needs. Many companies spend a large amount of time and money going down the rabbit hole to form incredibly detailed personas. They include characteristics of name,...
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Customer Stories
Capability Support Services: A CRM lifeline for NDIS care
Custom Salesforce implementation and ongoing support to change NDIS participant outcomes, for good. We built a Salesforce CRM that powered Capability Support Services' (CSS) rapid growth as a new NDIS allied health provider. Using a highly customised Sales Cloud...
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,...
Eden Wellness Retreat: Delivering personalised guest experiences with Salesforce
Using Salesforce to make service more personalised—and more efficient. Client Background Set amongst 400 acres of lush Gold Coast Hinterland rainforest, Eden’s Wellness Retreat is famous for their ultra-personalised approach to guest wellbeing and...
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...
Voltora Industries: Takes the guesswork out of the grunt work
Voltora Industries (Voltora), founded by Tory Ogden, is a leading provider of electrical solutions in Queensland and Victoria, specialising in electrical, data, security, air conditioning, and solar services. Their team of highly trained and specialist technicians...
Shippit: A different kind of shipping network
Shippit offers smart shipping solutions for hundreds of retailers across the Australia Pacific region, sending thousands of deliveries every single month. Their innovative, cloud-based shipping platform enables easy booking, simple tracking and is trusted by...
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...
me&u: Enabling an order and payment revolution
me&u is an app-less digital menu platform that streamlines restaurant ordering with a tap of your phone. It eliminates queues, creates contactless ordering and enables cashless transactions, so restaurants have more time to focus on delivering the best...
Recent
A definitive guide to Marketing Metrics
No doubt, having the best marketing strategy is critical in today's competitive business environment. However, it is not enough to have a good strategy; you also need to know how to measure your success and what metrics are important for each of them. A good...
The SMB software challenge: to build or to buy?
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...
Nurturing guide for education open days
Education open days aren’t a new thing. Universities and Registered Training Organisations (RTOs) do them annually to help sell students on all the perks that come with choosing their program and facility, such as career outcomes, peer and professional networks and...
The ultimate guide to Account-Based Marketing: What is it?
Ask any dedicated entrepreneur, and they'll tell you that their goal is to focus their marketing campaigns on accounts that would yield the most business. In other words, they aim to identify and target customers more likely to purchase their products or services,...
End of year reporting best practices
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...
Lead Nurturing 102: 8 steps to create a lead nurturing campaign
The previous article in this series detailed the basics of lead nurturing and its benefits. To build on this strong foundational understanding of lead nurturing, we have created the below comprehensive step-by-step guide to help you get started with your own...

















