DESIGN
Management Functions
Develop or support the creation of the business requirements, technical documentation, use cases and test cases needed to support the project.
MENTOR & CONSULT
Management Functions
Offer ideas, serve as a sounding board and provide a forward vision of how technology available now or in the future may impact the solution or service delivery roadmap.
GOVERNANCE
Management Functions
Develop roadmaps and create innovation cycles constrained by budget, time and scope, and then monitor and guide the project execution team through the build and change management process.
SPECIFY
Innovation Functions
Convert your business English requirements to the technical detail needed to build the solution.
BUILD
Innovation Functions
Create the change, enhancement, integration, bug fix or report, using test cases to assess the quality of the final solution.
TEST & QUALIFY
Innovation Functions
Validate the solution's performance towards the desired function and develop the documentation needed to support the training and change management processes.
VERIFY
Innovation Functions
All changes are delivered to you through a controlled UAT (User Acceptance Testing) process, where we walk through all cases and demonstrate all functions with you
HELP DESK
Support Functions
Premium Help Desk takes the calls or requests from the web, email and phone. Help Desk reviews and categorises the requests based on impact to your business, method to resolve and complexity.
CASE MANAGEMENT
Support Functions
Track the assignment of work requests, look for patterns & root causes and make suggestions to improve the solution or the manner the solution is delivered to the business.
CHANGE MANAGEMENT
Support Functions
Change Management and training are interlinked to develop documentation, training and support materials needed by your team to streamline the use of the solution whilst delivering the service to your customer. It binds all aspects of the solution and its materials with the operational requirements to make the solutions work in place.
TRAINING
Support Functions
Train and educate the support and operational staff as required and as new features are delivered. It is delivered to suit the skillset, time availability and previous experiences of your team.
SECURITY
ON-GOING
Security and Hosting reflect the needs and policy of your ICT guidelines by ensuring they align with the needs of the business and the integrations connected to the CRM platform.
HOSTING
ON-GOING
Hosting includes the management and actual hosting service delivery for you. Depending upon your requirements, your servers will be hosted in secure AWS environments based on agreed specifications.
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:
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.
/ 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
