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.

Take a look at our case studies. >

Financial ServicesnWhether you are looking to simply augment your existing CRM to increase sales enablement...
Wealth ManagementnWhether you are looking to simply augment your existing CRM to increase sales enablement...
Health & GovernmentnWhether you are looking to simply augment your existing CRM to increase sales enablement...
Consumer, Retail & DistributionnWhether you are looking to simply augment your existing CRM to increase sales enablement...
High TechnWhether you are looking to simply augment your existing CRM to increase sales enablement...

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Partners & Accreditations

8squad-salesforce
8squad-mulesoft
8squad-jitterbit
8squad-copado
8squad-conga
8squad-cloudlend
8squad-vlocity

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Salesforce Solution per Squad

Financial
ServicesHealth &
GovernmentConsumer, Retails
& DistributionHigh Tech
Sale Cloud




Sale CloudFinancial Services

Health & Government

Consumer, Retails & Distribution

High Tech

Service Cloud




Service CloudFinancial Services

Health & Government

Consumer, Retails & Distribution

High Tech

Community Cloud




Community CloudFinancial Services

Health & Government

Consumer, Retails & Distribution

High Tech

Shield




ShieldFinancial Services

Health & Government

Consumer, Retails & Distribution

High Tech

Einstein




EinsteinFinancial Services

Health & Government

Consumer, Retails & Distribution

High Tech

CPQ / BIlling





CPQ / BIllingFinancial Services

Health & Government

Consumer, Retails & Distribution

High Tech

Vlocity




VlocityFinancial Services

Health & Government

Consumer, Retails & Distribution

High Tech

Voice




VoiceFinancial Services

Health & Government

Consumer, Retails & Distribution

High Tech

Marketing Cloud




Marketing CloudFinancial Services

Health & Government

Consumer, Retails & Distribution

High Tech

Pardot




PardotFinancial Services

Health & Government

Consumer, Retails & Distribution

High Tech

Salesforce Map




Salesforce MapFinancial Services

Health & Government

Consumer, Retails & Distribution

High Tech

MuleSoft




MuleSoftFinancial Services

Health & Government

Consumer, Retails & Distribution

High Tech

Financial Services Cloud




Financial Services CloudFinancial Services

Health & Government

Consumer, Retails & Distribution

High Tech

Health Cloud




Health CloudFinancial Services

Health & Government

Consumer, Retails & Distribution

High Tech

Field Service Lightning




Field Service LightningFinancial Services

Health & Government

Consumer, Retails & Distribution

High Tech

Wealth Connect




Wealth ConnectFinancial Services

Health & Government

Consumer, Retails & Distribution

High Tech

Jitterbit




JitterbitFinancial Services

Health & Government

Consumer, Retails & Distribution

High Tech

Copado




CopadoFinancial Services

Health & Government

Consumer, Retails & Distribution

High Tech

AWS




AWSFinancial Services

Health & Government

Consumer, Retails & Distribution

High Tech

Cloud Lending




Cloud LendingFinancial Services

Health & Government

Consumer, Retails & Distribution

High Tech

Not for profit success pack




Not for profit success packFinancial Services

Health & Government

Consumer, Retails & Distribution

High Tech

Skedulo




SkeduloFinancial Services

Health & Government

Consumer, Retails & Distribution

High Tech

Lanterrn Pay




Lanterrn PayFinancial Services

Health & Government

Consumer, Retails & Distribution

High Tech

Lumary




LumaryFinancial Services

Health & Government

Consumer, Retails & Distribution

High Tech

Yardi




YardiFinancial Services

Health & Government

Consumer, Retails & Distribution

High Tech

Conga




CongaFinancial Services

Health & Government

Consumer, Retails & Distribution

High Tech



Financial Services

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.




Wealth Management

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



Health & Government

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.


Consumer, Retail & Distribution

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.


High Tech

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[wpforms id=”726″ title=”false” description=”false”]

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