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...
Insights
A hub of solutions, top tips, big reads, short stories and case studies to demystify sales and marketing optimisation.
Top picks
Guide to using forms
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...
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...
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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
Subscription sales: A guide to data part 1 – building the foundation
This is the eighth article in our 12-part subscription sales series, designed to help you understand and prepare for the evolving sales landscape. This article provides tools to create the necessary framework and processes to harness the full power of data and...
Tech tools for start-ups: CRM
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...
Tech Resolutions for 2022
Since we have reached the end of 2021, it's time to think about resolutions for the new year. To make this process easier for you, we've compiled our top 10 sales and marketing resolutions that will get you ready to smash your sales and marketing goals, increase...
Subscription sales: online channels
This is the seventh article in our 12-part subscription sales series, designed to help you understand and prepare for the evolving sales landscape. This article discusses the importance of online channels in streamlining the customer experience. Don't forget to...
Transformation: Phases matter – deliver quick wins first
This is the fourth piece in a series of six articles that will guide your own sales and marketing transformation. This article discusses the phases of a transformation and shares the best way to deliver early successes to build goodwill. Don't forget to read the...
Part 2: Our guide to creating a killer digital ad
Now that you understand the foundations of a digital ad from our last insights article (The basics of digital advertising), it's time to learn how to make a really good one. Ad Framework Craft your message - create a message that clearly articulates what you want...

















