Managing Director
Jo is on a mission to bridge the “last mile” of the Salesforce journey: the gap between the CRM and the financial ledger. As the Founder of Swan Technology Solutions, and with a deep background in ERP transformation, she has spent years helping organisations move beyond the “Closed-Won” opportunity to create a seamless flow of data into the finance office. With a focus on architectural integrity and process efficiency, Jo specialises in untangling the technical hurdles that arise when sales and finance systems collide. She is known for her practical, real-world perspective, prioritising data accuracy and fiscal compliance over hype. Whether designing custom integrations or advising on build-vs-buy strategies, Jo’s goal is to ensure finance teams trust the CRM as much as sales teams do. When she isn’t architecting financial workflows, Jo is a dedicated advocate for the local Salesforce community, co-leading the Melbourne Slack Community Group and exploring the latest in Agentforce and AI automation.
"Most Salesforce projects ""stop at the finish line"" with the Closed-Won Opportunity. But for the business, that’s just the beginning. Without connecting Sales to Finance it can lead to data silos. Sales reps asking Finance about payment statuses and Finance chasing Sales for missing GST details. In this session, we'll explore both why you would want to connect Salesforce to your ledger and the options available to do so. We will break down these options with the lens of cost to implement, time to value and long term maintenance with a few 'in-the-field' examples. Our lead to ledger options will include: - On platform and native built applications (eg Revenue Cloud, Certinia and Accounting Seed) - Connectors (available on the app exchange eg Breadwinner) - Custom integrations Attendees will leave this session with an understanding of the benefits of connecting Salesforce and Finance as well as several practical options to achieve this"""
"In this practical, zero-hype session, we will demystify the new core-native Marketing features. We will walk through exactly how to activate the features, configure the Data Cloud backbone, and launch your first campaign using what you already own. No extra licenses, no external APIs, and no third-party data syncing required. Attendees will learn: 1 - The ""What Do You Actually Get?"" Audit: A breakdown of the free tier boundaries 2 - Step-by-Step Activation: The exact permission set groups, email verification steps, and Quick Settings cogs you need to flip to get the Marketing app live. 3 - The Consent & Privacy Trap: How to properly map the Privacy Consent Status fields on Leads and Contacts before hitting ""Send"" to stay compliant. 4 - Data Cloud for Beginners: How to build simple real-time segments using your native CRM data without needing a data engineering degree"
