Smarter CRM Decisions. Bigger Savings. Better Results.
Based in Melbourne, we offer consultancy, design, software development, implementation, training & change management.
Expert Guidance & Mentorship
- Many clients rush to buy tech first and then wonder why it fails.
- We provide a mentored, concierge experience that ensures successful implementation.
Agnostic, Unbiased Advice
- Unlike vendors, we don’t push one solution.
- We work across multiple vendors and select the best technology for your needs.
Fast Implementation & Immediate Value
- Our pre-cooked solutions allow a low-cost entry, helping businesses get started quickly.
- We provide structured playbooks that align with industry best practices.
Specialist Solutions for Complex Needs
- If out-of-the-box solutions won’t work for you, we help with customised, integrated solutions.
- We bridge the gap between standard software and real business challenges.
Negotiation Power & Cost Savings
- Vendors treat individual clients as small deals, offering little flexibility.
- We leverage a large vendor book of business to secure better deals and support.
We Understand the Market & Your Needs
- 30+ years of experience means we know why CRM projects fail and how to prevent it.
- We align strategy with business needs, not just technology implementation.
What Our Clients Say
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 . 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
Project Delivery Manager
The CRM Strategy team, led by Brett, has revolutionised our business approach. Brett’s in-depth knowledge of Customer Relationship Management is unmatched and his team’s work ethic and dedication are exemplary. It is precisely this hard work and dedication that was required to deliver a complex, long and gruelling implementation of SugarCRM to our dealer network across Australia and New Zealand. The results are tangible – enhanced efficiency, streamlined communication and an overall improved customer experience. I highly recommend Brett and his team for their exceptional contributions to our success in implementing a robust CRM solution.
Andrew Fogarty
Business Analytics Manager
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
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
Strategy & Innovation Manager
