Salesforce systems built for finance-driven businesses.
Effluence Consulting Pty Ltd designs, implements and supports Salesforce environments for financial services firms and beyond — from first rollout to ongoing platform care.
What we do
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Recent work
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About Effluence Consulting
Effluence Consulting Pty Ltd is a Salesforce consultancy focused on building CRM systems that hold up under real operational pressure. Our work is concentrated in financial services — insurance, advisory and wealth management — where data accuracy and regulatory context matter, though our services aren't limited to that sector.
We work end to end: discovery and solution design, build and integration, then training and ongoing support once the system is live. Engagements are run directly, with one point of contact throughout.
How we work
Understand the business process, the data and where the current setup is holding you back.
Configure, integrate and develop the solution — Sales Cloud, Financial Services Cloud, or a custom fit.
Train the team, hand over documentation, and stay on for ongoing admin and support if needed.
Services
Full-lifecycle Salesforce work — from first implementation to the ongoing admin that keeps a system healthy.
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Recent work
Details from client engagements — anonymized where the client has asked for it.
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Challenge
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Solution
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Outcome
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Pricing
Two ways to work together, depending on what your team needs.
Custom quote
Implementations, migrations and builds are scoped and quoted per project, based on complexity and timeline.
Get a quoteFrom $1,800 / day (AUD)
For teams that need an ongoing Salesforce resource — admin, support and continued development. Discounts available for regular or larger engagements.
Book a consultationInsights
Notes on Salesforce strategy for financial services and other regulated industries — coming soon.
Get in touch instead
Get in touch
Send a few details about your Salesforce environment and what you're trying to do — we'll follow up by email.
