Using best in class technology solutions to solve complex business challenges for over 25 years
From consultancy, design, software development, implementation to training & change management.
Based in Melbourne!
We believe that tools should fit the need.
We focus on business outcomes first, and technology second.
/ 03
01
My experience of the team broadly at CRM Strategy is positive. From an organisational sense, we have felt supported, listened to, and that CRM Strategy values working with us despite probably being at a smaller scale than many other customers you work with. There is clearly a culture of collaboration, focusing on solutions, actively listening to client needs and balancing the technical with the functional outcomes. I noticed very quickly the improvement in project documentation, resource and sprint planning and the leadership across the team members (less siloing and more transparency about who was working on what with us). From our perspective, it’s clear CRM Strategy has a great team of technical people that work hard for their clients, including us.
Sage Michaels
Projects Delivery Manager
Early Learning Association Australia
/ 03
01
“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.“
Brent Jones
Director
Sequoia Financial Group
/ 03
01
I have found CRM Strategy to be a very knowledgeable and supportive company built around sound expertise and a strong passion for CRM solutions. They openly listen to our challenges, are very willing to assist and then work collaboratively to find a solution. Communication is excellent and we are informed every step of the way by providing clear resolution pathway, budget and timings. Over the past few years, we have developed a strong relationship built around open, honest and transparent conversations that has developed a level of trust and comfort to continue on for years to come.
Pablo Neira
Doctor's Health Fund
Strategy & Innovation Manager
/ 03
01
“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
My experience of the team broadly at CRM Strategy is positive. From an organisational sense, we have felt supported, listened to, and that CRM Strategy values working with us despite probably being at a smaller scale than many other customers you work with. There is clearly a culture of collaboration, focusing on solutions, actively listening to client needs and balancing the technical with the functional outcomes. I noticed very quickly the improvement in project documentation, resource and sprint planning and the leadership across the team members (less siloing and more transparency about who was working on what with us). From our perspective, it’s clear CRM Strategy has a great team of technical people that work hard for their clients, including us.
Sage Michaels
Projects Delivery Manager
Early Learning Association Australia
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.
Brent Jones
Director
Sequoia Financial Group
I have found CRM Strategy to be a very knowledgeable and supportive company built around sound expertise and a strong passion for CRM solutions. They openly listen to our challenges, are very willing to assist and then work collaboratively to find a solution. Communication is excellent and we are informed every step of the way by providing clear resolution pathway, budget and timings. Over the past few years, we have developed a strong relationship built around open, honest and transparent conversations that has developed a level of trust and comfort to continue on for years to come.
Pablo Neira
Doctor's Health Fund
Strategy & Innovation Manager
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
TECHNOLOGY PARTNERS
CRM Strategy is an Australian Sugar Elite Partner with a capacity to integrate your existing systems and scale your Sugar CRM application to suit the growth of your business, no matter its size. With four PC Mag Business Choice awards for Best Customer Experience, Sugar CRM is powerful, flexible, reliable and designed to scale.
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.
We love to integrate new platforms to save you time and help you get the best of our custom CRM
OUR TECH PARTNERS
CRM Strategy is an Australian Sugar Elite Partner with a capacity to integrate your existing systems and scale your Sugar CRM application to suit the growth of your business, no matter its size. With four PC Mag Business Choice awards for Best Customer Experience, Sugar CRM is powerful, flexible, reliable and designed to scale.
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.
We love to integrate new platforms to save you time and help you get the best of our custom CRM
CRM Strategy – Your Australian CRM expert
CRM Strategy is an Australian CRM consultant and technology agency.
With over 26 years’ experience solely developing CRM solutions in Australia across many industry verticals, we’ve delivered hundreds of successful projects.
We offer CRM consultation services and bespoke CRM system design, including web applications.
We partner with industry leading technologies including Sugar CRM, Zoho and Amazon and have a full time Australian-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.
10 Steps to successful CRM implementation. Step 10: Get user feedback.
10 Steps to successful CRM implementation. Step 9: Continuously update and maintain.
10 Steps to successful CRM implementation. Step 8: Monitor and measure success.
10 Steps to successful CRM implementation. Step 7: Data-driven improvement strategy
10 Steps to successful CRM implementation. Step 6: Integration with other systems.
10 Steps to successful CRM implementation. Step 5: Establish clear roles and responsibilities.
10 Steps to successful CRM implementation. Step 4: Plan a data migration strategy.
10 Steps to successful CRM implementation. Step 3: Training your staff.
10 Steps to successful CRM implementation. Step 2: Choosing the right solution.
10 Steps to successful CRM implementation. Step 1: Defining Clear Goals and objectives.
