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Innovation

23/05/2022

The Future of Banking with Thought Machine – Interview with Nick Wilde Managing Director APAC Thought Machine

Innovation,Financial Services

12/04/2022

Tech trends are more human than ever – the lowdown on Tech Radar Vol.2

Innovation,Consulting,Transformation

23/08/2021

Patterns of modern integration and why they make a difference

Innovation,Engineering

19/04/2021

How to Select the Right Tech

Innovation,Digital,Consulting

11/03/2021

The benefits of adopting a scalable workforce

Innovation,Digital

21/01/2021

12 trends that are driving the NZ tech and business sector in 2021

Innovation,Digital

30/11/2020

ClearPoint sponsors CIO awards for 2020

Innovation

24/04/2020

Tech for Good – Making a difference during COVID-19

Innovation,Community

06/04/2020

ClearPoint delivers Govt.Nz COVID-19 WhatsApp chatbot solution in record time

Innovation,Digital

23/03/2020

Working from Home: Our Team’s Top Tips

Innovation,Digital

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Rapid Start

Team up with ClearPoint with this package that kick starts your cloud customer relationship management (CRM) journey. We will focus initially on either Service Cloud or Sales Cloud.

Together, we’ll review your team’s goals and challenges to find the best solution for you. We’ll customise Salesforce’s standard out-of-the-box solution to your needs, depending on your goals. Rapid Start for Salesforce delivers you a foundational CRM system.

Cost – $20,000 – $25,000   |    Duration – 3 weeks

Migration Assessment

Do you have an outdated CRM system? Are you using SugarCRM, Hubspot or Dynamics CRM, and not getting the expected benefits?

We will help you understand what is required to migrate to the world’s number one CRM, Salesforce. Our assessment will identify what is and isn’t working in your business that the CRM could address. We’ll outline the technical impact and likely costs of a move to Salesforce so that you can make an informed decision.

Cost – $15,000   |    Duration – 1-2 weeks

Salesforce System Health Check

How do you know if your existing Salesforce solution is evolving in alignment with your business? Have you maximised your return on investment or customised it too much?

Our system audit and health check looks at your Salesforce solution from a system and technical perspective. We will evaluate your Salesforce solution’s maintenance, performance, data quality, integration functionality, and best-practice configuration. Then, we’ll provide you with an actionable summary report to plan your next steps.

Cost – $7,000   |    Duration – 2 weeks

Salesforce Adoption Health Check

Systems looking good, but staff adoption is low? If your people aren’t using Salesforce adequately or efficiently, this one’s for you.

Together, we will look at what could be holding you back and identify what you need to succeed and achieve value from your Salesforce investment and create an actionable plan to successfully ‘relaunch’ Salesforce in your organisation.

Cost – $7,000   |    Duration – 2 weeks