Dedicated to bringing simplicity to the complicated, our team is here to help you implement, improve and manage your Salesforce so your organisation can increase productivity and deliver effectively to your customers.
For many organisations it is hard to find the time to implement a continuous improvement plan and provide ongoing support for your Salesforce investment. The amount of internal resources to maintain and align Salesforce with your internal business strategy can come at a significant cost and sometimes be overwhelming for your team.
Our Customer Success Program (Managed Services) provides your organisation with multi-level support to help you develop and maintain your Salesforce platform, bringing you continual benefits and ensuring that your internal resources are focused on growing your organisation and keeping your customers engaged.
CaseMate is case management built for the people doing the helping. It runs on Salesforce Agentforce Nonprofit and comes pre-shaped around the things human-centred organisations have to get right: intake, eligibility, consent, conflict of interest, case management, and reporting that includes DEX. Because we’ve done this many times before, it’s live in four to six weeks rather than a year, without the cost of building from scratch. Cases sit around the whole person, not a list of separate matters. Reporting runs across every programme and team. Security and data residency are Salesforce enterprise-grade, with Australian data held in Australian data centres. And it grows as you do, as funds allow. Book a demo, or take the free suitability survey first.
Slack is no longer just chat. It carries your apps, your Salesforce data and agents that act on both, and for most organisations it arrived without a plan. We get the workspace governed and secured first, then build the intelligence on top, exhausting what your plan already gives you before anyone reaches for a custom build. From there we enable one function at a time, measured against a baseline we take on day one, with training sized to fit around the day job. Already on Slack? Start with a Health Check. Two to three weeks, and you leave with a findings report, a roadmap and a straight answer about what to fix first.
Along with our specialty areas, we have an additional diverse portfolio of customers that capitalise on our expertise. SalesFix has helped customers solve problems, relieved pain points and increased efficiencies across industries including retail, finance, manufacturing, high tech and construction.
Our team brings a strong skill set of Salesforce certifications, along with real world experience and our collective knowledge is always expanding, evolving and ready to tackle any challenge.
