Home Platforms Insights Get in touch Salesforce configuration, marketing platform implementation, event management, and ongoing support for distribution and marketing teams. Each engagement is scoped to your business, not a generic consulting framework.
A tactical clean-up of your existing Salesforce data, or a comprehensive strategic review using a 120-point checklist covering governance, data integrity, efficiency, and risk. Whether you need to get moving quickly or understand the full state of your system before your next phase, both options lay the foundation for a CRM that actually reflects reality.
Data review of 2,400 contact records identified an 18% duplication rate and 340 adviser records with incorrect licensee mapping. Remediated in 8 business days, resulting in the first accurate coverage report the distribution team had seen in two years.
End-to-end Salesforce configuration built around how distribution actually works. Record types for advisers, practices, and licensees. Segmentation frameworks, territory views, workflow configuration, and reporting built from the ground up. Available as a full implementation for new environments or a targeted re-architecture of an existing instance that has drifted from how the business actually operates.
Greenfield Salesforce build delivered in 4 weeks. Configured for a 6-person distribution team with state-based territory views, adviser tiering, and 5 operational dashboards. Team was fully operational by week 5.
Marketing platform implementation matched to the team’s current capability, not the platform’s full feature set. CRM connector, domain authentication, campaign structure, branded templates, list migration, and user training. Segmentation logic, engagement journeys, lead scoring, forms, landing pages, and event integrations are scoped based on what the team will actually operate independently.
Implemented MCAE with Salesforce connector, 12 branded email templates, and dynamic segmentation by adviser tier and state. First campaign sent within three weeks of kick-off. Open rates improved 34% over previous platform.
End-to-end event management built on top of your CRM. Registrants sign up via online forms, receive calendar invites, and are tracked for attendance and follow-up actions. Attendance data and CPD hours sync back to Salesforce contact records. Post-event survey workflows capture adviser sentiment and map responses to CRM records for segmentation and follow-up targeting.
Configured end-to-end event management for a quarterly roadshow program across 5 cities. Online registration via Jotform, automated calendar invites, attendance tracking in Salesforce, and post-event survey workflows. CPD certificates issued automatically on attendance confirmation.
Ongoing support across sales, marketing, and CRM operations. Available on a retainer basis with unlimited hours during Australian business hours, or on-demand for smaller teams. Support covers user and access management, report and dashboard builds, email campaign execution, list management, template adjustments, automation maintenance, and data hygiene. Three response tiers from 12 to 2 business hours, depending on operational urgency.
On a Core support retainer for 3 years. Average of 14 support requests per month across CRM configuration, email campaigns, and data uploads. Zero system downtime. Client has never needed to hire a dedicated CRM administrator.
Most engagements begin with a conversation about what is not working. We will tell you what we think, and whether we can help.
adrian@crinklecutdigital.com