Experts in CRM Systems Australia Wide

Here are some of our areas of expertise. We’d love to chat with you about your needs.

CRM Systems

Advice and experience in various CRM Systems allow us to help you choose the best CRM platform to deliver the business results you need.

CRM for Marketing

Integrated marketing that leverages the power of your customer data for clear evidence-driven campaigns.

Realtime analytics

Automatic realtime information from multiple sources. 24×7 reporting and data that proactively comes to you.

Marketing intelligence

Campaign metrics, web traffic, site usage, automatic A/B testing, sentiment analysis and more.

Pipeline management

Forecasting, quotas, approval automation, total client lifecycle management for faster, better sales.

Bespoke development

Custom development extends the functionality of your tool of choice. Empower your CRM. Leverage Data.

Strategy & change management

Guidance for all stakeholders. Let us help you optimise your business through strategic tools.

Mentoring & training

From one-on-one to group classes, we help your staff become more effective contributors to your business.

Sales force automation

Free up valuable resources and reach higher efficiency, better sales and improved customer satisfaction.

Click here for a full list of services

CRM tools should always fit your needs

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 systems across many industries, we’ve successfully delivered hundreds of CRM implementations. With offices in Melbourne and Sydney (other states coming soon), we can serve you wherever you are in Australia.

Years in CRM

23,876,098

Lines of code

16,001

Users

50+

Industries served

A CRM Strategy for excellence.

Our value lies in making sure that technology supports your business plan or strategy. To do this, we develop centres of excellence in all the technologies we use or provide. From CRM consultancy and audits through full solution design, development, education, change management and support, we offer comprehensive outcome-driven engagement. This means your team gets a single point of contact for advice or assistance through your journey.

Further, we’ve developed methodologies and strategies to deliver rapid value, practical solutions where the focus is on what you need, rather than what the technology does.

We are data experts.

With full time Data Engineers in house, we have the experience and resources to connect to virtually any database you may need. We understand DB optimisation and the pitfalls of migrating from one system to another, and can safely guide you as you upgrade or transition to a new system.

We know integration.

One of our signature skills is expertise in integration to other business-critical systems. To do this, we’ve created an integration framework to fast-start all integration activities, supported by market-leading ETL platforms like Talend and SugarCRM Integrate. The outcome is rock solid, high performance solutions to connect any system to any other system delivering all the data you need in one place, providing you a complete picture of operations. With the data consolidated, your team gets real-time information for better decision making and control over core processes.

To further assist our clients, we’ve developed connectors for SAP, Navision, Arrow Accounting, MYOB, Xero, JD Edwards, and Symix for accounting and ERP. It doesn’t stop there. Our integration framework extends to government services like ATSIC or specialists services like Green ID, Credit management services, payment gateways, document management systems, digital vaults, insurance systems and anything else our clients have needed over the years. We even integrated to an MS Dos system. Integration is our friend. It should be yours too.

Some of our clients

With over 25 years working exclusively in the CRM domain we’ve worked in many industries, from the very large to the small. This experience allows us to pass on world best-practice. We speak your language and understand your concerns.

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Why choose CRM Strategy?

As one of the longest running companies in CRM in Australia, we’ve been part of the evolution of this technology from the start. We understand how it works, but more importantly, we understand how our clients work and the needs of their specific industry.

We’ve delivered solutions into many industry types; some of which are listed below:

Our technology partners

We partner with the best CRM technology vendors and support companies in the world. As domain specialists we know how to leverage the strength of these systems to best suit our customers’ unique needs.

CRM for logistics.
CRM for insurance.
CRM for government organisations.
CRM for waste management.
CRM for lawyers.

CRM for financial planning.
CRM for marketing.
CRM for manufacturing.
CRM for distribution.
CRM for health.

What our clients say

GFG Alliance

“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

Aaron HuntSales Capability Manager

Sequoia logo

“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

Brent JonesDirector

Doctors Health Fund logo

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.

Doctors’ Health Fund

Pablo NeiraStrategy & Innovation Manager