How Did I Not Know My Salesforce System Is Stuck in First Gear?

You're paying premium prices for a Ferrari, but driving it like a golf cart. Discover the 5 hidden gears that could transform your business productivity.

Get My Free 15-Minute Gear Check

Sound Familiar?

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You're questioning your Salesforce investment

Spending $200-500+ monthly on licenses but wondering if you're getting your money's worth compared to cheaper alternatives.

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Multiple systems that don't talk

You've added accounting systems, inventory systems, collections systems - and now nothing integrates properly.

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It feels too complex to fix

You don't want to pay for a full-time Salesforce admin or expensive consultants charging $290+ per hour.

Your Salesforce Has At Least 5 More Gears You Haven't Discovered

Most businesses are stuck in first gear. Here's what you're missing:

1st Gear

Where You Are Now

Basic CRM - tracking leads and opportunities. You close deals but then... what happens next?

2nd Gear

Automated Invoicing

Send invoices, track payments, monitor Days Sales Outstanding. Payment gateways and bank reconciliation.

3rd Gear

Purchase Management

Purchase requisitions, vendor management, AI-driven invoice scanning, secure payment processing.

4th Gear

Project Fulfillment

Jobs, projects, inventory management - everything needed to deliver on your customer promises.

5th Gear

Financial Integration

Real-time financial reporting, automated accounting processes, complete audit trails.

6th Gear

Complete Business Engine

Full accounting integration - your entire business running like a well-tuned machine.

Get Salesforce to Pay Your Bills

Download our FREE comprehensive guide that reveals exactly how to transform your Salesforce system from a cost center into a profit generator.

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Why Trust Me With Your Business Engine?

FCPA Certified

Certified Practicing Accountant with deep understanding of cash flow systems

Salesforce Certified

Certified Salesforce Administrator since 2018

30 Years Experience

Three decades advising Australia's well-known companies and brands

Proven Results

Clients achieving 40-60% efficiency improvements and $40K-60K annual savings

Real Results: From 1st Gear to 6th Gear

Fesq & Company (Cottenham) - Wine Distribution, Sydney

From basic CRM to complete hyper-automation across their entire Order-to-Cash and Procure-to-Pay processes.

40%

Faster Order Processing

60%

Reduced Procurement Time

2x

Data Accuracy Improvement

$50K

Annual Cost Savings

Simple 3-Step Plan to Shift Your Salesforce Into Higher Gears

1

Reserve a 15-Minute Call

Quick discovery of your current Salesforce usage. I'll identify which gear you're in and spot immediate opportunities.

2

Get Your Custom Plan

First 30 minutes absolutely FREE. Clear roadmap to your next gear. Transparent rates: $180-230/hour (not $290+ like big firms).

3

Enjoy the Results

Worry-free customer relationships and productivity improvements you can take to the bank.

Limited Availability

I only take on 10 new customers per month to ensure quality service.

Every month you stay in first gear is money left on the table.

Ready to Discover What Gear You're Really In?

Book your free 15-minute Salesforce Gear Check now

Or fill out the form below to get started

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