CRM & Marketing data automation & integration specialists.
Software & Data Specialists
We help small businesses evaluate and automate CRM, Marketing, and Data tooling so they can save time, receive better customer insights, and communicate more efficiently with their customers.
From large scale enterprise systems to small business efficiencies, we love helping businesses integrate and take control of their data and processes.
Experience with tools such as Xero, Salesforce, AWS, Google Workspace, Atlassian, and more we believe that there are always efficiencies that can be found no matter the size of your operation.
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Coffee & Strategy
Let’s grab a coffee, fire up the laptops, and purposefully collaborate to document your existing business software & data landscape. All the while looking for opportunities to automate, simplify and expand your toolbox.
You’ll come away with some practical next steps you can decide to put in to action.
Half-day in-person or online
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Data Health Check
Audit current custom data systems and provide practical recommendations for marketing and insight led initiatives.
Meeting in-person, or online, to review existing data systems from accounting to marketing platforms. Through these discussions together we’ll create a visual representing your systems with an intention of identifying practical written recommendations you can take to improve efficiencies and make better use of your data.
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Integrations & Automations
Paired with a Health Check we will take the recommendations and put them in to action.
It might look like connecting CRM or accounting systems; such as Xero, Google Sheets, to marketing channel platforms to uplift your audience reach.
You will come away with an improved system and written support instructions for maintaining your data landscape.
Let’s Work Together
Book a time to chat and we can get started looking for new opportunities to help your business grow.
Please get in touch to discuss your questions and ideas.