BOUTIQUE
CRM Consultant
Salesforce solutions for the Financial Services industry
SALES AND
MARKETING
SOLUTIONS
Salesforce Implementation
We can configure your new Salesforce or update your existing CRM to deliver sales and marketing efficiencies.
Platform Files
Standardise and upload your platform data to Salesforce. This includes creating new advisers, or updating details for existing advisers in the CRM
Fund Flow Reporting
We put fund flow data at the centre of every record, ensuring the sales team is always informed. Get immediate visibility over supporters, redeemers and at risk holdings.
Activity Tracking
Provide solutions to quickly record Account Manager activities, and dashboards to track effort, activity diversity and effectiveness.
Campaign Management
Integrate with your email marketing tools like Campaign Monitor or MailChimp to better target your EDMs and get a 360 degree view of client interactions into your CRM
ABOUT US
Since 2014, Crinkle Cut Digital has delivered CRM services to sales and marketing teams in the Financial Services sector Australia-wide.
Our clients benefit from specialist services and knowledge often only accessible to large enterprise. Crinkle Cut Digital will increase the return on your CRM investment and ensure you achieve the sales and customer service success that comes from an effectively managed CRM.
We know that data and CRM management are a high priority to you, but getting it right is not easy. Crinkle Cut Digital offers flexible, low-cost services that take the burden off in-house staff, and by building long-term partnerships, ensure ongoing ROI.
OUR CLIENTS
OUR LEADERSHIP TEAM
ADRIAN JUERGENS
PARTNER
CRM & DATA
0433 482 747
CLARISSA TERRY
PARTNER
DIGITAL MARKETING
0427 869 539
CONTACT
Crinkle Cut Digital
Based on Victoria's surf coast, Crinkle Cut Digital supports clients throughout Australia.
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For information on how Crinkle Cut may be able to help your team, contact Adrian or Clarissa directly.
