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Marketsoft Data

The infrastructure layer that connects what’s disconnected. Data engineering, integration, migration, identity resolution, and platform architecture. We build the pipes that give you a single, trusted view of your customers, members, and operations.

Sound familiar?

  • Our systems don’t talk to each other.
A colleague leans over to point at a system screen while another works through the same records on a laptop.

Where you are now

You’ve paid for the systems. Now make them work together.

What you probably already have

  • A CRM, such as Salesforce or Microsoft Dynamics
  • Customer, supporter and transaction records in several systems
  • Finance, marketing, events and other platforms
  • Spreadsheets and workarounds your team relies on

What gets in the way

  • Systems that don’t share data, so nobody sees the whole picture
  • The same person recorded three different ways
  • Manual exports and copying between systems
  • An old system that needs replacing, and a migration that feels risky

Our approach

Get the foundations right, make the change, then keep improving.

Most work moves through three stages. You can start with whichever one you need.

  1. Prepare

    Get the foundations right. Understand where you are, where you’re going and what needs to change.

    • A review of your systems, data flows and how people use them
    • Pipeline data audits
    • Requirements and a migration plan
    • Agreeing what a single customer view needs to include
  2. Transform

    Bring data, technology, people and processes together to turn plans into meaningful change.

    • CRM migration, for example to Salesforce or Microsoft Dynamics
    • Data integration between your platforms, and bespoke builds where nothing off the shelf fits
    • Identity resolution and a single customer view
    • Enrichment, B2B data enhancement and prospect data that matches your ideal profile
    • Testing and go-live
  3. Succeed

    Build stronger, more connected and capable organisations, ready for whatever comes next.

    • Regular data refreshes, loaded into your CRM or marketing platform
    • Managed audience support for events
    • Ongoing data management, support and improvements as your systems change

Products and packaged services

Built for this kind of work.

Client stories

Where we’ve done this before.

  • An Australian home builder

    Started as reporting support, expanded into full data strategy and identity resolution across six disconnected systems.

  • A global software company

    Started as pipeline data, became a five-year engagement building and maintaining enterprise-grade pipeline infrastructure.

Cover of the Marketsoft customer success story on Comexposium: Marketsoft’s impact on B2B events

Comexposium

B2B events and exhibitions

What was in the way

Event management and engagement challenges across B2B events.

What we did together

Data solutions that helped transform the event experience.

“The team’s attitude sets them apart from others I’ve worked with. The positive, can-do mindset that is driven to solve problems has propelled our business objectives beyond expectations. I highly recommend you work with Daniel and his team.”

Mei-Chin Tan, Head of Marketing Communications
Cover of the Marketsoft customer success story on Jewish House: Marketsoft’s impact on donor engagement

Jewish House

Community services

What was in the way

Data integrity issues in the CRM were limiting donor communication.

What we did together

Better data integrity and deduplication, with ongoing support for donor management.

“They are helpful and efficient and they answer all my questions, no matter how basic.”

Brenda Kaplan, Engagement Manager
Cover of the Marketsoft customer success story on The Royal Hospital for Women Foundation: Marketsoft’s impact on CRM transformation

The Royal Hospital for Women Foundation

Hospital foundation fundraising

What was in the way

The CRM couldn’t produce a single, unified record for each donor, the “golden record”.

What we did together

Donor records were consolidated, cleansed and imported into Salesforce.

What changed

Donor records became consolidated, accurate, and complete, unveiling the golden record.

“The Marketsoft team went above and beyond on all deliverables … The outcome for us is that we now have well-defined data and a CRM that will guide our business operations and be a reliable central source of truth.”

Alyce Simmonds, Marketing and Communications Executive
Cover of the Marketsoft case study Operationalising Purpose: connecting purpose, people and data to accelerate sustainable philanthropic growth

A leading Australian medical research organisation

Medical research

What was in the way

Moving from restricted funding to a shared purpose across the organisation.

What we did together

Connecting purpose, people and data to build stronger donor trust and long-term fundraising sustainability.

What changed

Within 12 to 18 months, donors began shifting from restricted gifts to blended and untied support.

In their words

What our clients say.

  • “Sometimes great things can come out of the most unexpected situations, and for us, meeting Marketsoft was one of them. Not only did they provide a solution for a years-long data issue we were struggling with, but they also developed an approach for an opportunity we didn’t even know we had.”

    Craig Hockley Head of Marketing, Guild Insurance
  • “We have found Marketsoft filtering processes gives our charity clients an especially good outcome with Direct Mail data, and we find the consistency of data quality offered promotes client satisfaction and longevity.”

    Wendy Syme Operations Manager, BuzzSaw Media
  • “Working with Marketsoft has been a great experience. Recent changes to the return file template have also really helped.”

    Sandy Inglis Head of Client Services, Cornucopia Fundraising
  • “It has been really a great experience working with you guys. I want to thank you for all your assistance and also for the way you guys always address concerns/questions we’ve had in relation to our operation which actually made the work easier for us…”

    Mauricio Serna Data Science - IT&T Projects, 3M

Insights

Practical thinking on this.

Start here

Start with a conversation.

Who leads this work

Talk to Peter Navea, Marcus Fasan and Shai Henare.

You won’t get passed between departments. You work directly with the people who understand the detail.