We’ve been helping our clients implement CRM strategies for over 25 years. As Australia’s foremost CRM consultant, we’re here to guide you through every step in the journey. Read more about CRM as a business strategy or get in touch with us directly.
CRM for Wholesale
Delivering just in time stock management and demand driven ordering to provide each person in the value chain with exactly what they needed to handle the transaction, with little to no need for middle-management supervision.
CRM for Financial Services
You have an idea to deliver a new financial service to the market, and the idea is so novel that there isn’t a solution available. Do you build a bespoke platform from scratch, or do you try to buy something close and integrate? What are your options?
CRM for Building & Construction
How do you ensure that the next team gets what they need early so there isn’t a break in the quality chain? We protect all aspects of the value chain and run to a quality process, but still provide market agility to gain new business in changing times.
CRM for Nonprofits
As you grow, the number of people focused on programs scales and the need to manage stakeholders, councils, groups, activities and projects expand. Do you solve this with endless spreadsheets and word documents, or is there another way?
The decision to introduce CRM into your organisation involves far more than choosing the right technology. The best CRM implementations always follow a considered business strategy.
You need to consider multiple factors, many of which impact one another.
Confusing? It doesn’t have to be.
If you’re considering implementing a CRM, the following discussion points might be helpful. These are probably only a fraction of the questions you may have, so please call us, or get in touch via our webform if you’d like to have a one-on-one chat.
“SugarCRM has helped us shift from poorly managed spreadsheets to having clear visibility of our opportunity pipeline over the next 2 years. The application of systemised processes, combined with a wealth of new data, is allowing us to target the deals we want to win, then invest resources to deliver more compelling value propositions.”
ARC – The Australian Reinforcing Company
“Sequoia Superannuation employed CRM Strategy for a long, complex project to improve our current systems with absolutely minimal disruptions to clients and staff operations. They have achieved both of these requirements whilst offering guidance and constructive suggestions along the way. Being able to understand our problem and actively assist us to improve, is vastly different from doing just what we ask. The latter has far less value, the former is invaluable. Thanks Brett, Jac & Team. Keep it up.“
Sequoia Financial Group
The days of sending an email campaign to a list and hoping for a response are gone. By combining your EDM and other marketing tools with your CRM you gain the benefit of building a complete client picture, allowing you to send the right message to the right person at the right time.
Start by synchronising your CRM lists with your marketing tools. Some CRM applications such as SugarCRM or Zoho have this function built in. Decide upon how best and when to communicate with your list. Some tools automatically calculate best time of day to send, while you decide upon the channel (such as email, SMS or social) by reviewing open rates and click throughs.
Automatically monitor the response to the campaigns and use the tools to redirect prospects to follow-up campaigns or further nurturing depending on their responses. By running responses through automatic sentiment analysis, you can feed these clients into even finer-grained follow-up campaigns. Finally, determine the revenue generated from your campaign activity by having the CRM report against opportunities-won for a complete picture.
This is just one method out of many. Get in touch to discuss your marketing plans.
Knowledge is power, so they say.
Your CRM is a trusted single source of truth for your entire business. Capture and store all relevant conversations between you and your clients, whether they are emails, phone records, text messages or social posts. In this way, you gain a complete history of promises made, client concerns, issues and wins.
Integrated sales forecasting and opportunity management mean you have complete clarity about the sales pipeline, and by using the automatic analysis tools and exception reporting you’re always on the front foot. By using the mobile or tablet apps to keep you up to date, you’ll never walk into a meeting unprepared again.
Acquire new clients smoothly through integrated marketing tools and save time servicing them by system-wide automation that frees staff to work on more productive tasks.
Have a performance goal in mind? Speak to us about the best way to achieve it.
A customer journey map is your holistic guide to interacting with your clients to achieve a goal.
Do you want more lead conversions? Increase customer satisfaction? Boost sales? Gain a holistic client view?
Working from a customer journey map, you and your staff stay in control and accountable. Journey maps are tools that take guesswork out of important stages in the interaction with customers and not only increase customer satisfaction but improve conversion rates for new prospects.
Have a chat to us about how to set up your own customer journeys.
CRM stands for Customer Relationship Management. When correctly implemented, your CRM program improves the quality of your organisation’s engagement with your customers and potential customers. It’s also known as customer retention management software.
Modern CRM software is cloud-based and runs on all devices (from desktop to mobile) and enables your staff to track conversations, create and monitor sales pipelines and forecasts. Additionally many CRMs facilitate your customer service and marketing.
Quality CRM systems are designed around user and client security and also have advanced tools such as Artificial Intelligence, automation and sentiment analysis for providing automatic insights into the current state of your relationship with your customers.
Questions about CRM? Just ask us.
With so many CRM systems in the market, and all of them promising to offer the complete solution to your organisation’s needs, where do you start? Oddly enough, you don’t start with the tool. It’s easy to get caught in the hype around any technology, but just like you don’t start building a house without a blueprint, you shouldn’t start with the CRM and try to reverse-engineer your needs into its structure. Whilst most CRMs share the same basic goals, how they operate can be vastly different.
Instead, start by identifying your business’s biggest pain point, and what will happen if you don’t address it. Does the software deal with this naturally or will there be customisation? Will the tool scale with your needs? What is the cost per user? Are there hidden costs in maintaining the system?
Most importantly, do you plan to go it alone or work with a partner to help you through the process? As a partner to many organisations that have implemented CRM successfully, we know the pitfalls and also how to get fast wins. We’d love to discuss the process with you.
We use and recommend both SugarCRM and Zoho One. Both CRMs are powerful and offer distinct and unique benefits, based on your needs. You can read more on both below.
SugarCRM empowers your marketing, sales and services teams to collaborate across the entire customer lifecycle for more meaningful, memorable experiences. Capture the attention of your most promising prospects. Create more meaningful experiences and build lasting relationships.
CRM Strategy is a Sugar Elite Partner with a capacity to integrate your existing systems and scale your SugarCRM application to suit the growth of your business, no matter its size. With four PC Mag Business Choice awards for Best Customer Experience, SugarCRM is powerful, flexible, reliable and designed to scale.
Zoho One is an Operating System for your business. Integrated, online applications help you manage and automate business processes across your organisation. Choose apps that address your pain points, then deploy them to your employees. Every app comes with a mobile version, so you can work wherever you go.
With over forty connected applications in the Zoho One suite, including Zoho CRM, marketing and HR, your organisation will have access to a vast range of capabilities that are ready to use out of the box. Open and extensible, Zoho One has dedicated applications that address your business and remote working needs. CRM Strategy can extend this functionality even further with our ability to customise or even build new features into the suite.
At CRM Strategy we focus on business outcomes first, and technology second. We believe that tools should fit the need.
With over 25 years’ experience solely developing CRM solutions in Australia across many industry verticals, we’ve delivered hundreds of successful projects. We offer CRM consultant services and bespoke CRM system design, including web applications. We partner with industry leading technologies including SugarCRM, Zoho and Amazon and have a full time Melbourne-based staff comprising Analysts, Data Scientists and custom CRM developers, all supported by a friendly and dedicated Customer Success Team. We offer CRM solutions for small business, large enterprise and businesses in-between.
But enough about us. We want to learn about you and your needs. Let’s have a conversation.
