SalesFixAU

21/04/2026

✨ Tricky Wiki May Edition is here and this month is all about Community Sprints!

Our amazing For Purpose Subject Matter Expect Bethany Smith comes together with Nicole Aebi-Moyo (our For Purpose Practice Lead) to gain some incredible insights.

Behind the scenes of a sprint can seem intimidating, it can be anything but. Its all about bringing together the mix of people involved in a project, sharing ideas and then making it happen!

👉 Read all about it here:

Welcome to SalesFix NFP Tricky Wiki, an article series from our NFP Salesforce SME Bethany Smith. This month we deep dive into the Fundraising Agent, a game-changer for donor engagement.

01/04/2026

Case management simplified. 🤝
The best technology is the kind that disappears into the background so you can do your best work.

CaseMate is the helping hand Australian NFPs need to:
• Reduce waitlists ⏱️
• Automate reminders 🔔
• Simplify government reporting 📝
• Secure sensitive client data 🔒

Built by the experts at SalesFix, CaseMate is ready to deploy in weeks, not months.

Take the suitability survey and see how CaseMate can transform your client outcomes: https://www.salesfix.com.au/casemate/

31/03/2026

Wishing everyone a joyful and relaxing Easter break! 🐰

Please note, the SalesFix Offices will be closed from 5pm Thursday 2nd of April and opening again 9am Tuesday 7th of April.

If you have an active Customer Success Plan and you’re facing an urgent Priority 1 issue (think critical operations halted, major deadlines at risk, or significant impact to your team’s performance), we’ve got you covered. For emergencies only, please log a request at [email protected] and make sure to clearly state the urgency and a team member will get back to you.

30/03/2026

Is your Salesforce platform working as hard as your fundraising team? 💡

At SalesFix, we’re seeing a massive shift in how NFPs manage donor engagement. The evolution from Nonprofit Cloud to Agentforce isn't just a technical update, it’s a productivity revolution.

In our latest "Tricky Wiki" series, our NFP expert Bethany Smith explores the Fundraising Agent. From defining "jobs" in Agentforce Builder to the security of the Einstein Trust Layer, learn how to set up your AI agent the right way.

Get the expert take here:

Welcome to SalesFix NFP Tricky Wiki, an article series from our NFP Salesforce SME Bethany Smith. This month we deep dive into the Fundraising Agent, a game-changer for donor engagement.

27/03/2026

✨March Edition of NFP Navigator has just dropped!✨

This month Nicole explains the insider view on the switch from Nonprofit Success Pack (NPSP) to Agentforce Nonprofit (AFNP) and how you can drive the process towards better outcomes if you optimise.

What you'll find out this month:

➡️ What you're missing out on with NPSP

➡️ How you can stay on top of the move and utilise AFNP

➡️ Why you should be careful not to take old issues with you

👉 If you’re a part of an organisation moving from NPSP to AFNP right now this is a must read:

Learn why having a clear strategy and a set of guidelines is essential for successfully using AI. We explore how these elements help you use AI effectively and responsibly, so you can achieve real, positive results.

25/03/2026

🤔What's this new 'CaseMate' thing from SalesFix?

🫰 CaseMate is SalesFix's new NFP case management platform that helps people, help people.

👉 If you have noticed some gaps in your current case management platform, or you are in the market for the first time, CaseMate is worth checking out. You can learn more about it here: https://www.salesfix.com.au/casemate/

👌We’ve put together a CaseMate Suitability Survey, to help you see if this is an appropriate platform for your organisation.

👍 It’s free to complete, with no sign-up or email address needed to get your results. There’s 10 simple questions and it will only take you a few minutes to complete. Take the survey here: https://casemate-questionnaire-7eebd2522142.herokuapp.com/

Find out if CaseMate is the right case management platform for your NFP organisation.

24/03/2026

🎉Welcome to the team, Simone! 🎉

We're excited to welcome to the team Simone Theos, who joins SalesFix as our newest Account Executive and Aged Care Practise Lead!

Simone brings a strong background in relationship-building, client engagement, and a genuine passion for helping organisations unlock value through smarter solutions. With a natural ability to connect with people and understand their needs, she is focused on driving meaningful outcomes for clients and building long-term partnerships.

Her strengths include communication, stakeholder management, and a thoughtful, solutions-oriented approach to sales. Simone is also diving deep into expanding her expertise across Salesforce and the SalesFix methodology as she continues to grow in her role.

When she’s not working with clients, Simone is busy running Animata String Quartet, bringing beautiful live music to weddings and events across Melbourne.

We’re so excited to have you on board, Simone, your efforts and expertise will be essential for our growth!

23/03/2026

🎉Welcome to the team, Jackie! 🎉

We’re excited to welcome Jackie Beckett, who joins SalesFix as our newest Salesforce Consultant and Business Analyst!

Jackie is a seasoned Salesforce Consultant and Business Analyst with over a decade of experience delivering Salesforce solutions for both local and global organisations. She has led end‑to‑end implementations across multiple Salesforce clouds, partnering closely with stakeholders to translate complex business challenges into practical, scalable solutions.

Jackie’s strengths include Salesforce expertise, hands‑on configuration, delivery leadership, workshop facilitation, and the capability to lead cross‑functional teams while driving best‑practice standards.

When Jackie isn't working with SalesFix, she is spending time with her beautiful fox red labrador Meg, walking on the beach and enjoying the beautiful Geelong sunrises. She is also an avid traveller and particularly enjoyed her time in Japan and Cuba.

Good to point out, Jackie is also an experienced kick-boxer so you wouldn't want to get on her bad side.😉

We are so excited to have you as a part of the Team, Jackie, and we look forward to witnessing your greatness first-hand.

10/03/2026

⭐ SalesFix would like to take a moment to thank all of our awesome team and the amazing work they do. This month we want to give a shout out to Guy Newton, Mike Gabagat and Susan Taylor for your time with SalesFix.

05/03/2026

Introducing...

👍CaseMate, the NFP Case Management system that helps people, help people.

🫶 SalesFix is so excited to announce the launch of our latest platform!

Here's what CaseMate is all about:
👉 Pre-built technology built specifically for NFP organisations
✌️ Lighten the load for case workers and managers
🖖 Can be up and running in your organisation within 4 - 6 weeks
🫰 Bringing our passion for humans into the world of technology
🙌 Completely scalable and modifiable to fit specific needs

Explore more about CaseMate Here
👉 https://www.salesfix.com.au/casemate/