Custom Integration

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

Guide to using forms

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

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?

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 of...

Nurturing guide for education open days

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...

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...

Lead nurturing 101

Lead nurturing 101

The concept of lead nurturing has been kicking around for a while. It's an incredible, low-cost strategy for engaging and converting customers, but only when it's done right. If you're new to lead nurturing, we've compiled everything you need to know in the below...

The foundations of marketing automation

The foundations of marketing automation

What's that? Marketing automation uses a tool or tools to deliver consistent, tailored content to customers during each stage of the sales journey. Data informs the tool(s) of the exact stage that a customer is at in the sales journey, and this triggers the tool to...

Top 16 questions about Salesforce implementations

Top 16 questions about Salesforce implementations

We’ve done our fair share of Salesforce implementations and we have discovered that the same questions are usually asked by our clients or Salesforce reps. We thought it might be helpful to document some of our responses to help anyone who is considering an...

Subscription sales: Selecting Tools

Subscription sales: Selecting Tools

This is the eleventh article in our 12-part subscription sales series, designed to help you understand and prepare for the evolving sales landscape. This article explains the best approach to selecting the right sales tools to scale your business. Don't forget to read...

Tech tools for start-ups: CMS

Tech tools for start-ups: CMS

This is the final 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 compare content management systems and web hosting services and share our preferred choice....

Subscription sales: processes

Subscription sales: processes

This is the tenth 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 setting sales processes and provides a roadmap to create these processes for your...

Salesforce Spring ‘22 Release

Salesforce Spring ‘22 Release

With the new year comes another Salesforce update that will provide continued platform improvements for platform users. We’ve deciphered the Spring ‘22 release notes to identify the top three features that we think will provide the greatest impact for your business....

Subscription sales: A guide to data part 2 – leverage data

Subscription sales: A guide to data part 2 – leverage data

This is the ninth article in our 12-part subscription sales series, designed to help you understand and prepare for the evolving sales landscape. This article expands on our previous piece on building a data foundation and demonstrates how to correctly leverage your...

Tech tools for start-ups: CRM

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

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 your...

Subscription sales: online channels

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 read...

Part 2: Our guide to creating a killer digital ad

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 the...

Part 1: The basics of digital advertising

Part 1: The basics of digital advertising

This is the first article in our two-part series on digital advertising that teaches you the fundamentals of digital advertising. Our next article builds on the below digital advertising lessons and provides a guide to create a killer digital ad. WHY? The purpose of...

Subscription sales: The road to profitability

Subscription sales: The road to profitability

This is the sixth article in our 12-part subscription sales series, designed to help you understand and prepare for the evolving sales landscape. This article breaks down the components of profitability and provides the formulas required to measure customer...

Subscription sales: Understanding the customer journey

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 the...

Subscription sales: Customer-centric sales approach

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 the...

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, we...

Subscription sales: Understanding your customer market

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 your...

Subscription sales: Customer segmentation

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 customer...

Subscription sales: A new sales strategy

Subscription sales: A new sales strategy

This is the first article in our 12-part subscription sales series, designed to help you understand and prepare for the evolving sales landscape. This article shares emerging sales trends and changes in buyer behaviour, and identifies their impact on your sales...

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