Financial Services

With project experience spanning Lending, Insurance, Wealth Management and Fintech, we know how to apply Salesforce’s technology to the subtleties of the industry. Many of our consultants come from finance backgrounds and are accredited on Salesforce Financial Services Cloud.

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Consumer Goods (B2B2C)

By integrating Salesforce Consumer Goods Cloud and ERP, we create an operational backbone that empowers field sales reps and key account managers to sell more strategically and efficiently. We’ve helped both global brands and sole distributors to get their products on the shelves of NZ retailers while providing an exceptional service experience.

B2B, Technology & Professional Services

From marketing, through to sales, onboarding, service delivery and beyond, we help businesses sell more and deliver faster. We digitise paper-based systems, integrate bespoke industry applications, design and automate improved business processes and create engaging portal experiences that help our clients get closer to their clients. 

Considered-Purchase B2C

When making a major purchase, customers expect an exceptional sales and service experience. From new homes to luxury handbags, we’ve helped design end-to-end customer journeys that blend digital and human touch points. From researching through to recommending, we help brands influence and delight customers across the lifecycle.

Automotive

Salesforce forms a customer-centric foundation by wrapping marketing, sales, service and custom application capability around industry-designed software. We can help you connect distributors with dealerships, engage with drivers and digitise vehicle finance and servicing processes.

Niche Industry Applications

Whatever the industry or use-case, our consultants know how to leverage technology to solve complex business problems. From horse auctions to stormwater systems, we’ve designed business applications that deliver improved employee and customer experiences and targeted business benefits.