Solutions

Strong salesforce solutions

8Squad is Australian owned and operated with squad members attracted from around the globe – but more on our people later.

We are proud to be Australia’s leading boutique Salesforce consultancy celebrated for our unique approach to today’s digital opportunities.

Our longstanding partnership with some of the most recognisable companies and not-for-profits in Australia means we’ve delivered over 1,000 projects on the Salesforce platform.

Partners & Accreditations

Salesforce Solution per Squad

Financial Services
Health & Government
Consumer, Retails & Distribution
High Tech
Sale Cloud
Sale Cloud
Financial Services
Health & Government
Consumer, Retails & Distribution
High Tech
Service Cloud
Service Cloud
Financial Services
Health & Government
Consumer, Retails & Distribution
High Tech
Community Cloud
Community Cloud
Financial Services
Health & Government
Consumer, Retails & Distribution
High Tech
Shield
Shield
Financial Services
Health & Government
Consumer, Retails & Distribution
High Tech
Einstein
Einstein
Financial Services
Health & Government
Consumer, Retails & Distribution
High Tech

CPQ / BIlling

CPQ / BIlling
Financial Services
Health & Government
Consumer, Retails & Distribution
High Tech
Vlocity
Vlocity
Financial Services
Health & Government
Consumer, Retails & Distribution
High Tech
Voice
Voice
Financial Services
Health & Government
Consumer, Retails & Distribution
High Tech
Marketing Cloud
Marketing Cloud
Financial Services
Health & Government
Consumer, Retails & Distribution
High Tech
Pardot
Pardot
Financial Services
Health & Government
Consumer, Retails & Distribution
High Tech
Salesforce Map
Salesforce Map
Financial Services
Health & Government
Consumer, Retails & Distribution
High Tech
MuleSoft
MuleSoft
Financial Services
Health & Government
Consumer, Retails & Distribution
High Tech
Financial Services Cloud
Financial Services Cloud
Financial Services
Health & Government
Consumer, Retails & Distribution
High Tech
Health Cloud
Health Cloud
Financial Services
Health & Government
Consumer, Retails & Distribution
High Tech
Field Service Lightning
Field Service Lightning
Financial Services
Health & Government
Consumer, Retails & Distribution
High Tech
Wealth Connect
Wealth Connect
Financial Services
Health & Government
Consumer, Retails & Distribution
High Tech
Jitterbit
Jitterbit
Financial Services
Health & Government
Consumer, Retails & Distribution
High Tech
Copado
Copado
Financial Services
Health & Government
Consumer, Retails & Distribution
High Tech
AWS
AWS
Financial Services
Health & Government
Consumer, Retails & Distribution
High Tech
Cloud Lending
Cloud Lending
Financial Services
Health & Government
Consumer, Retails & Distribution
High Tech
Not for profit success pack
Not for profit success pack
Financial Services
Health & Government
Consumer, Retails & Distribution
High Tech
Skedulo
Skedulo
Financial Services
Health & Government
Consumer, Retails & Distribution
High Tech
Lanterrn Pay
Lanterrn Pay
Financial Services
Health & Government
Consumer, Retails & Distribution
High Tech
Lumary
Lumary
Financial Services
Health & Government
Consumer, Retails & Distribution
High Tech
Yardi
Yardi
Financial Services
Health & Government
Consumer, Retails & Distribution
High Tech
Conga
Conga
Financial Services
Health & Government
Consumer, Retails & Distribution
High Tech

Squad Overview

In the Financial Services Squad, we share, blend and challenge perspectives and viewpoints to distil the best strategy, tactics and technology to reach your objectives. Our approach is built around innovation, experience and partnering with the leading FinTech companies. We enable organisations to adapt to the changing environments faster, while operating in a structured and regulated market environment. All financial services enterprises are unique in their culture and operations, so we design and implement solutions, across all aspects of the organisation to best meet the needs of the company. Our key industry focuses are:
  • Wealth Management,
  • Digital Lending,
  • FinTech Emerging platforms, and
  • Insurance & Superannuation

Our client is a visionary, start up, financial enterprise that identified a gap in the market for B2B lending and transactions. The opportunity was to provide a new type of financial service through a platform that was highly automated, intuitive and would deliver on the future aspirations of the vision.

Squad Overview

8Squad’s Wealth Management squad uses solutions such as WealthConnect TM to create systems that reimagine the way Wealth Management organisations interact with clients. Built on the worlds #1 and most innovative CRM, WealthConnect TM provides a single system for all organisational functions.

  • Customer Relationship Management,
  • Risk Profiling and Compliance,
  • Portfolio Management
  • Financial Advice
  • Modelling
  • Document Management
  • Practice Management
  • Marketing

Squad Overview

In the Health Squad, we specialise in Allied Health, Public Health and Life Sciences and work with the present realities of healthcare, navigating the pandemic, the rise of new medical products and compliance. We have strategists from tier one firms, specialists from Salesforce and talent with strong technical skills to view your company, its challenges and your objectives from all viewpoints. 8Squad’s culture is built around new approaches to new (and old) problems. At the core, our philosophy is to care and nurture individuals, so you get the best people working on your projects. Our CEO himself, a therapist in a previous start up, is as dedicated to developing mental and physical strength and functionality in his staff as he is with developing your business’s digital journey.

Squad Overview

Our Consumer, Retail & Distribution squad has deep industry expertise to help you:
  • strategise on the complexities of international, complex-structured organisations,
  • implement sturdy Salesforce solutions to unify departments, lighten the typical administrative workload and increase accuracy and speed, and
  • clearly view problems and implementation solutions across your business value chain.
This means that:
  • strategies are suited to the necessary complexity of your company,
  • time is saved so you can focus on what’s important,
  • overheads are considerably reduced for driving higher revenue,
  • systems and processes run smoothly, and
  • your people, teams and departments are more connected and return to delivering real value with a state of motivation and engagement.
All this means that you can delight your customers with strong products and service that are unique to your brand. 8Squad implemented a solid solution that will be sustainable well into the future through growth and further likely pivots in this quickly changing marketplace.

Squad Overview

Our High Tech squad designs and implements Salesforce automation solutions for the entire lifecycle of your product from sales through to subscription billing. This allows your company to scale quickly and refine processes that are a drain on your administration staff’s expertise, motivation and value.

Data can be seamlessly and automatically migrated to other platforms within the organisation to reduce time and increase accuracy so you can focus on increasing sales.

Our solutions can increase your capability to better manage:
  • Lead Generation
  • Pipeline Reporting and Dashboards
  • Opportunities with Territory Management
  • Contract Generation
  • Order Raising and Fulfilment
  • Subscription Lifecycle Management

Let's start a conversation about your business.

Sydney & Melbourne

Sydney & Melbourne
Phone: (03) 9560 3319

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