Insights

A hub of solutions, top tips, big reads, short stories and case studies to demystify sales and marketing optimisation.

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End of year reporting best practices

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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EducationaXcelerate IntegrationMomentumMYOB IntegrationSales CloudSales Process DesignToolkit (Relays/DocGen)WordPress Integration
Fire & Safety Australia: Transforming spreadsheets into a scalable Salesforce sales engine

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,...

HealthTechnologyDocusignDrive ConnectGoogle WorkspaceSales CloudXero
Capability Support Services: From spreadsheets to a Salesforce foundation for NDIS care

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...

EducationCloudfuseDigital MarketingManaged ServiceMarketing Cloud Advertising StudioPardotSales CloudSales Process DesignSMS Magic - SMSVonage - VoIP Telephony
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Learning Online: The education of tomorrow

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...

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Technology
Xplan explained

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,...

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