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 

 
 
 
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Crinkle Cut Digital ABN: 29 331 821 218