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Melbourne · Est. 2016

Salesforce platforms for specialist businesses.

GEM is a set of modules that run inside your own Salesforce org, switched on per client and delivered through a tested, repeatable pipeline. Live today in fund management, events and skincare distribution.

Modules
11
Client orgs
6
Live deployments
30
Building since
2016
Where it runs

One platform, proven in more than one industry.

We started in financial services and still go deepest there. The same modules and the same delivery pipeline now run in other specialist businesses, each in the client's own Salesforce org.

Deepest vertical

Fund managers and wealth

Fund flows, institutional distribution, direct investors, actions and reporting, modelled the way fund managers work.

  • Four fund manager orgs on the full platform
  • Fund flow, adviser and platform data in one place
Fund manager platform →
Reporting and sales

Skincare manufacturing and distribution

Sales, activity and budget reporting for a manufacturer, distributor and ecommerce business, opened inside Salesforce.

  • Management, rep, training and key account dashboards
  • Built on Salesforce and BigQuery, with a weekly emailed PDF
Bespoke builds

Events, media and memberships

Sponsorship selling, event pacing, seating, memberships and registrations for businesses that run on events.

  • Live pacing against a booking curve
  • Registrations, seating and memberships in one org
Next

Your business

A specialist sales process, a messy data set or a reporting problem. If it runs on Salesforce, the same pipeline can deliver it.

  • Scoped and priced before we start
Tell us about it →
The platform

A core that travels, and packs that specialise.

GEM extends Salesforce rather than working around it. Each module is switched on per client and deployed into their own org, so their data stays where it already lives.

Core, any industry
  • Client Data One agreed data shape on accounts and contacts, kept current from outside the org. Live
  • Event Manager Run your own events and take registrations on a branded page. Live
  • Newsfeed Curated industry news, on the home page or against the record in view. Live
  • Document Generator Design a document, merge a record into it, save the PDF and email it. Live
  • Insights Reporting that opens inside Salesforce, from your own governed data. Live
Fund manager pack
  • Fund Flow Fund flows, platforms and advisers, modelled as first class records. Live
  • Fund Flow Uploader Load a platform fund flow file, and reverse a batch under audit. Ready
  • Actions A worklist that says what to do next, and clears itself once it is done. Live
  • Institutional Pipeline, mandates, strategies and the investor register in one workspace. Live
  • Direct Investors The investors behind direct registry files, reviewed and classified in one place. Live
  • Sales Operations A pipeline that fits how a fund manager sells, with plan tracked against actual flows. Live
How it gets delivered

The same pipeline every time.

What makes the platform repeatable is how it ships. Every build, in every industry, goes through the same steps.

  1. 01

    Scoped and priced first

    A fixed scope and a fixed price before any work starts. The person who scopes it delivers it.

  2. 02

    Built in your own org

    Everything runs inside your Salesforce. Nothing is shared between clients, and your data never moves to ours.

  3. 03

    Tested before it ships

    Automated checks and tests run in a pipeline before anything reaches a production org. Deploys are never done by hand.

  4. 04

    Switched on per client

    Each module is a subscription. Adding one is a configuration change, not a rebuild.

What we do

We build it, and we keep it running.

Around the platform, we implement and run the Salesforce and marketing stack your commercial teams depend on, and build one-off solutions for a single client.

Sales

CRM that fits

Salesforce configured for how your sales team actually works. Greenfield builds, migrations, and fixing what is already there.

Implementation, ongoing admin, sales process design, pipeline and reporting.

Marketing

Campaigns that connect

Email platforms, campaign architecture, and event workflows. The infrastructure that makes good marketing possible without the manual work.

Platform implementation, templates, event management, audience segmentation.

Data

Numbers you trust

The connections, integrations, and analytics that turn scattered systems into something you can actually run a business from.

Fund flow analytics, integrations, data quality, dashboards and reporting.

Who we are

Boutique by design.

Crinkle Cut Digital builds and runs Salesforce platforms for specialist businesses. We started in financial services in 2016 and still go deepest there, and the same platform and pipeline now run in other industries.

A small number of platforms, understood properly. Shallow familiarity spread across every tool in the market is worth less than hard-won fluency with the ones that matter.

The person who scopes the work delivers it. Every engagement is priced before it starts. There are no surprises at the end because there is no ambiguity at the beginning.

Industry fluency

In fund management we already speak FUM, fund flows, APL relationships and wholesale client compliance. Ten years inside that data model is what makes the platform fast to deliver elsewhere.

Flat fees

Every engagement is scoped and priced upfront. No timesheets, no hourly billing, no surprise invoices at the end of the month.

Senior delivery

The work is done by the people who understand it, on a pipeline that keeps quality consistent from one client to the next.

Technology amplifies

We use tools to scale your voice and sharpen your data. The result is more of you, faster and further reaching, without losing what makes your firm distinct.

Insights

Recent thinking.

Start a conversation.

Get in touch to find out more about our services and how we can help.

info@crinklecutdigital.com