CRM Strategy & Systems for Marketing Attribution Construction Financial Services Not for Profits Wholesale Distribution & Logistics Health Insurance Your Business

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Success Stories

Using best in class technology solutions to solve complex business challenges for over 29 years

From consultancy, design, software development, implementation to training & change management.
Based in Melbourne!

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Call us on 1300 276 669

We believe that tools should fit the need.

We focus on business outcomes first, and technology second.

What our clients say

/ 03

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

“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

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

“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

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

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

CRM for Wholesale

Delivering just-in-time stock management and demand-driven ordering to provide each person in the value chain with exactly what they need to handle the transaction, with little to no need for middle-management supervision.

Learn more here.

CRM for Financial Services

You have an idea to deliver a new financial service to the market, and the idea is so novel that there isn’t a solution available. Do you build a bespoke platform from scratch, or do you try to buy something close and integrate? What are your options?

Learn more here.

CRM for Building & Construction

How do you ensure that the next team gets what they need early so there isn’t a break in the quality chain? We protect all aspects of the value-chain and run to a quality process, but still provide market agility to gain new business in changing times.

Learn more here.

CRM for Nonprofits

As you grow, the number of people focused on programs scales and the need to manage stakeholders, councils, groups, activities and projects expand. Do you solve this with endless spreadsheets and word documents, or is there another way?

Learn more here.

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TECHNOLOGY PARTNERS

Sugar CRM empowers your marketing, sales and services teams to collaborate across the entire customer lifecycle for more meaningful, memorable experiences. Capture the attention of your most promising prospects. Create more meaningful experiences and build lasting relationships.

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.

Zoho One is an Operating System for your business. Integrated, online applications help you manage and automate business processes across your organisation. Choose apps that address your pain points, then deploy them to your employees. Every app comes with a mobile version, so you can work wherever you go.

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

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OUR TECH PARTNERS

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.