Client
Novita
Services
Sales Cloud, Marketing Cloud
Human connection and tailored care are at the heart of disability support. Novita is one of South Australia’s largest and most trusted disability service providers, supporting people of all ages with therapy, community programs, assistive technology, and accommodation. As Novita’s client base grew and needs became more complex, they saw an opportunity to transform their digital capabilities. Their goal was to strengthen relationships, drive measurable impact, and deliver their mission at scale.
The Shift: From Fragmented Data to Unified Relationships
With expansion came new challenges. Client data was spread across different systems, and marketing efforts were limited. Teams had no single source of truth, which made it difficult to track client journeys and build meaningful connections. Novita recognised that unifying their digital approach with Salesforce was essential to delivering effective and inclusive support.
How We Helped
Activating Sales Cloud and Marketing Cloud
Xenai Digital partnered with Novita, working closely with leadership and staff every step of the way. We implemented Salesforce Sales Cloud and Marketing Cloud, bringing marketing, sales, and service together for the first time. Novita could now capture, track, and nurture leads while monitoring campaign performance in real time.
Building a Single Customer View
Integrating these platforms gave Novita a complete, unified client profile accessible to marketing and engagement teams alike. This 360-degree view helps Novita understand each person’s needs and tailor every journey, from first contact to ongoing support.
Piloting with the School Leavers Program
The first rollout focused on Novita’s School Leavers Program, which supports young people as they move into adulthood. Xenai Digital designed an end-to-end process for managing leads, opportunities, and campaigns. Automation and optimisation meant Novita could engage potential clients and deliver personalised communication more effectively.
Driving Marketing Automation and Journeys
Marketing Cloud now powers targeted client journeys, ensuring Novita sends the right message at the right time. Automated workflows have cut down on manual effort, reduced missed opportunities, and allowed staff to focus more on clients.
Empowering Teams through Training and Collaboration
We promoted collaboration with shared dashboards and provided hands-on training, so Novita’s people feel confident using their new tools. Every step was about making technology work for staff, not the other way around.
The Results: Growth, Efficiency, and Deeper Impact
With Salesforce in place, Novita now has a single customer view, streamlined lead nurturing, and real-time campaign tracking. The School Leavers Program now responds to leads faster and sees higher conversion rates. Staff spend less time on admin and more time supporting clients, leading to higher engagement and a better experience for everyone.
The Real Difference For Their Team
For Novita, digital transformation is about deepening relationships and delivering on their mission. As one team member put it, “Having all our client information in one place means we can focus on what matters: understanding people’s stories and supporting their goals. Technology just helps us do it better.”
Ready To Unlock The Full Value Of Salesforce?
Whether you’re a non-profit, community organisation, or business, Xenai Digital can help you turn your vision into reality. Get in touch today to start your own digital success story.