The mortgage broking industry is continuously evolving, and staying ahead of the curve requires a strategic focus on where your team spends their time and resources. By leveraging Salesforce and integrating it with your Line of Business (LoB) applications, you can...
Insights
A hub of solutions, top tips, big reads, short stories and case studies to demystify sales and marketing optimisation.
Top picks
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 success...
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Customer Stories
Eden Wellness Retreat
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...
CapabilitySS: Removing barriers to care and elevating experiences to maximise impact
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
Transformation: The secret sauce for running a transformation program
This is the third piece in a series of six articles that will guide your own sales and marketing transformation. This article shares the secrets to the right approach to adopt and common mistakes to avoid when undertaking a transformation. Don't forget to read the...
Subscription sales: Understanding the customer journey
This is the fifth article in our 12-part subscription sales series, designed to help you understand and prepare for the evolving sales landscape. This article helps you map your customer journey so that you can better target your customers as they progress through...
Marketing automation 101: the ultimate guide for the education sector
Welcome to Marketing Automation 101. This guide will explain the power of marketing automation for attracting prospective students. We have provided seven lessons in total, as well as a practical assignment for the final assessment. By the end of this guide, you...
Subscription sales: Customer-centric sales approach
This is the fourth article in our 12-part subscription sales series, designed to help you understand and prepare for the evolving sales landscape. This article details why you should adopt a customer-centric sales approach to guide your customers through...
Xplan explained
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,...
Subscription sales: Understanding your customer market
This is the third article in our 12-part subscription sales series, designed to help you understand and prepare for the evolving sales landscape. This article explores the concept of a total customer market and provides you with the formulas required to measure...