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Drive up your client lifetime value with automated wealth reviews

Aaron CooperJune 30, 2022

SalesPreso for Wealth previews at the FPA 2018 Congress

SalesPreso for Wealth is previewing at the Financial Planning of Australia (FPA) 2018 Professionals Congress, Sydney 21st-23rd of November. The FPA Professionals Congress is the..

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How B2B Companies Can Use Their Customer Data More Effectively (And Why They Need To)

In this opinion piece, SalesPreso co-founder and CMO Joel Thomson explains how B2B companies can use their data more effectively and deliver a personalised customer experience..

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SalesPreso shortlisted in 2018 DrivenXDesign® Awards

We’re shortlisted in the category: Digital – New Service or Application.

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2018 Deadline For Digital Transformation

Last Friday I presented on a panel at the 2017 Pivot Summit; this article captures the thoughts I shared and provides a little insight into this fabulous home-grown event. Pivot..

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Your presentation is backwards – here’s what you need to do

There are a number of consistent flaws across a wide range of poor business presentations, says Joel Thomson. Here’s how to turn those backward presentations around.

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6 ways your technology should support the evolving CMO

It’s no secret that the role of the CMO is changing. Google ‘the rise of the chief marketing technologist’, for example, and you’ll find almost 350,000 results.

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Sales pitch impresses ex-Xero boss

Former Xero Australia boss Chris Ridd has joined local tech startup SalesPreso as an investor and adviser as it gains traction for its ‘PowerPoint on steroids’ platform among some..

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