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
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...
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 program....
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Customer Stories
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...
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
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...
Tech tools for start-ups: Data storage and documentation
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...
Tech tools for start-ups: Messaging and communication tools
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...
Transformation: Setting your transformation up for success
This is the second piece in a series of six articles that will guide your own sales and marketing transformation. This article details the necessary steps to take to set your own sales and marketing transformation up for success. Don't forget to read the first...
Transformation: It’s time for a sales and marketing transformation
This is the first piece in a series of six articles that will guide your own sales and marketing transformation. This article explains the market trends and changing customer demands that contribute to the need for transformation, and shares five solutions to...
Subscription sales: Customer segmentation
This is the second article in our 12-part subscription sales series, designed to help you understand and prepare for the evolving sales landscape. This article details the importance of customer segmentation and provides you with the tools to segment your own...
















