CRM Strategy
  • Guides to CRM
    • 10 Steps to successful CRM implementation (Blog Series)
      • 10 Steps to successful CRM implementation
      • Step 1: Defining Clear Goals and objectives.
      • Step 2: Choosing the right solution.
      • Step 3: Training your staff.
      • Step 4: Plan a data migration strategy.
      • Step 5: Establish clear roles and responsibilities.
      • Step 6: Integration with other systems.
      • Step 7: Data-driven improvement strategy
      • Step 8: Monitor and measure success.
      • Step 9: Continuously update and maintain.
      • Step 10: Get user feedback.
    • A CRM Primer
      • New to CRM? Start here
      • How to Cut Through the CRM Sales Pitch and Get What You Really Need
      • Top 10 Questions to ask your CRM Partner
      • Things a CRM Vendor won’t tell you
      • 10 common causes of CRM failures and how to prevent them.
      • Maximising Your CRM Investment: Don’t Let IT Drive the Implementation
      • Digital Transformation and Process Gaps: 10 Critical Areas You Should Know
      • Budget vs Time in Digital Change: Why Faster, Smaller Projects Are More Effective
      • Rough Data is a Reality: Strategies for Improvement and Maintenance
      • Getting Your Team on Board with CRM: Overcoming User Adoption Challenges
      • CRM is a Team Sport: Top Mantras for Consistent Use
  • CRM for Sales
  • CRM Consultancy
  • Sugar CRM
    • Sugar CRM Overview
    • SugarCRM Product Suite
      • On Premise CRM
      • Sugar Sell
      • Sugar Serve
      • Customer Journey Plug In
      • Sugar Connect
      • Sugar Discover
      • Sugar Hint
      • Sugar Live
      • Sugar Market
      • Sugar Predict
    • Custom Sugar Solutions
      • Customer Journey
      • The Performance Office – Sales
      • Find Win Control – Projects
      • Singleview – HAMBS Health Insurance Funds
      • Singleview – Case Study – A single solution to two problems
    • Sugar for Industry
      • Overview
      • CRM for Building and Construction
      • CRM for Financial Services
      • CRM for Nonprofits
      • CRM for Wholesale, Distribution and Logistics
    • Sugar Connectors
      • SugarCRM to Teams Connector
      • SugarCRM to Mailchimp Connector
      • SugarCRM to Eventbrite Connector
      • BCI to SugarCRM Connector
      • Contact Plus
  • Zoho
  • Our Services
  • About Us
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    • CRM Review Offer
    • Modern Slavery and Human Trafficking Policy
    • Equal Employment Opportunity Statement
    • Careers at CRM Strategy
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    • 1300 276 669
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Contact

Phone:

1300 276 669

Email:

info@crmstrategy.com.au

Address

Melbourne

226 Stephensons Rd, Mount Waverley, Victoria, 3149, Australia

Sydney

Level 32, 101 Miller Street, North Sydney, NSW, 2060, Australia

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  • Crafting a CRM Strategy
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Office Opening Hours

Mon: 9am – 5.00pm

Tues: 9am – 5.00pm

Wed: 9am – 5.00pm

Thur: 9am – 5.00pm

Fri: 9am – 5.00pm

Sat: Closed

Sun: Closed

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