WHAT WE DO

FlowBuilders partners with organisations to rethink, rebuild, and reconnect their processes and people.

Find out more about our services, products, past projects, technology partners and how we can help you create more flow with Salesforce.

SERVICES

Whether you're new to Salesforce, or need it to work harder for you - FlowBuilders has extensive experience with strategy, design, implementation, integration and managed services.

SALESFORCE STRATEGY

Discovery, Strategy, Policy & Architecture, Project Roadmaps >

How we can help:

Not sure how Salesforce can help your business?
Don't know where to start?
Already have Salesforce but it's not working for you?

SALES CLOUD

Consulting, Design, Implementation >

How we can help:

Want to close more deals?
Need help accelerating sales productivity?
Automate quoting with CPQ?

FORMS TO SALESFORCE

Web Form Design, Workflow & Integration >

How we can help:

Want to drop web forms onto your website that integrate into Salesforce?
Need to quickly deploy a new digital process online?
Want to use web forms with Salesforce workflows & approval processes?

SERVICE CLOUD

Consulting, Design, Implementation >

How we can help:

Need a world class case management system?
Knowledge, CTI, LiveChat, Chat Bots?
Want to enable customer self-service?
Streamline on-site field services?

COMMUNITY CLOUD

Consulting, Design, Implementation >

How we can help:

Want to collaborate with customers or partners via a portal?
Need help styling your portal?
Not sure where to start?

DATA BACKUP & ARCHIVE

Consulting, Design, Implementation >

How we can help:

Need to backup your Salesforce data?
Exceeding your data or file storage limits?
Want to reduce Salesforce data storage costs?
Want to archive & restore using Heroku?

MARKETING CLOUD

Consulting, EDM Strategy, Content, Campaign Services >

How we can help:

Need help using Marketing Cloud?
Want to build beautiful, personalised email content?
Problems cleaning & segmenting data?
Don't know how to build customer journeys?

MANAGED SERVICES

Service Desk, Architecture Services, Campaign Services >

How we can help:

Want to use an onshore service desk to support your users of Salesforce?
Need regular technical support for new Salesforce projects?
Need to deliver marketing comms to a tight schedule?

SECURITY & PRIVACY

Consulting, Assessment, Risk Treatment,

Monitoring >

How we can help:

Need a cyber security risk assessment on Salesforce?
Not sure how to restrict access or set up SSO?
Not meeting your privacy obligations?
Need help monitoring security events?

PROJECTS

FlowBuilders has delivered hundreds of automated business process improvements for our clients - leading to improved customer satisfaction, staff productivity, saved costs and dramatically reduced processing time.

LOANS, GRANTS & SUBSIDIES CASE MANAGEMENT

Online application, case processing & integration to records management >

Within 3 days, we transformed a manual paper based process into a streamlined digital process enabling farmers to apply for and receive loans, grants & subsidies in a time of crisis. A continuous improvement approach was then taken to refine the solution over the subsequent 2-3 weeks.

CITIZEN SERVICE EXCELLENCE WITH CASE MANAGEMENT

Transforming a manual licensing application & enquiry process >

Salesforce case management approach enabled a systematic approach to service delivery for licensing applications & enquiries. It reduced the time and effort spent dealing with complaints and negative publicity and allowed that effort to be redirected to citizen service delivery and continuous process improvement.

INTERNATIONAL TRADE & INVESTMENT OPPORTUNITY MANAGEMENT

Lead generation, routing, nurturing, conversion & opportunity management >

Re-designed a multi-billion dollar International Foreign Investment Leads and Opportunity process in Salesforce to maximise efficiency and effectiveness of the process, and leverage a newly-formed concierge process and NSW investment attractions.

EXPRESSION OF INTEREST PROCESSES WITH DOCUMENT MANAGEMENT

EOI application, lead qualification, EOI dossier document automation >

Scaling an Expression of Interest process to streamline review, processing & approvals. Automating the creation of an event & artist dossier documentation reduced cycle time from days to minutes.

SECURE, HIGH VOLUME ONLINE CITIZEN SURVEYS

Secure, highly available, email to web survey >

Within weeks, using existing tools, a successful highly available, secure survey mechanism was developed and dispatched to 500,000 opted-in citizen participants. All responses were securely matched and stored in Salesforce with results viewable at the click of a button via a secure dashboard and customised reports.

WHOLE OF GOVERNMENT FEEDBACK PROGRAM

Enabling citizen complaints, compliments & suggestions to flow across Salesforce clouds >

Integrating multiple instances of Salesforce Service Clouds to enable agency users to review, respond and resolve citizen feedback within their own instance of Salesforce.

PRODUCTS

We have developed several products to help clients better integrate data and manage their technology.

OrgMinder

Easily monitor your Salesforce instances and centralise reporting for multiple orgs, with automated alerts and management dashboards.

Understand adoption: Keep track of licensing, user profile and permission data
Single view: Review org performance, capacity and usage
Improve controls: Workflows and alerts for security or privacy breaches

FundMinder

Streamline your loans and grants program process, from application to assessment and disbursement.

With FundMinder, your organisation has all the information in one place to make efficient and effective decisions.

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Content Manager Connector

Automatically sync records between Salesforce and Content Manager - eliminate duplicate information sources and keep your document archives up-to-date.

Save time: quickly find the right information
Reduce errors: Eliminate double handling
Strengthen governance: Track document history and maintain a complete archive

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FlowBuilders Academy

Help your users get more out of Salesforce, with online training courses customised to your Salesforce environment.

FlowBuilders Academy offers tailored courses so you can quickly onboard new starters, roll out new processes to ensure compliance, and develop function-specific skills.

Learn More