How To Hire A CRM Consultant Perth

A CRM Consultant does more than help you and your company choose the right customer relationship management solution for your business. They can work with you to create effective systems and processes, help train your staff on the new system, and advise on best practices for future growth. Choosing the right consultant can make a substantial difference in your productivity and bottom line. Before you hire a consultant it’s important to make a few key preparations to support the conversation.

#1 What Are Your Existing CRM Problems?

Take a look at the system or systems you’re currently using to manage customers and evaluate them. What’s working for you? What isn’t working and what needs improvement? Understanding your existing problems will help you choose a consultant who is capable of solving them. It’ll also help any consultant you hire understand exactly what your company needs in terms of CRM technology and processes; and how to implement them.

#2 Create a Project Initiative

As if you’re creating an initial project description, outline what you want your consultant to achieve. What are your expectations regarding deliverables, deadlines, success criteria and timeframes, and even reporting structure? How does the consultant fit within the project team and/or steering committee? How are final decisions made? Plan your CRM project so you can identify the right person/s or services to fulfill your needs and expectations.

#3 Establish Quantative Goals

Identify exactly what you want your consultant to achieve. When you’re communicating with potential consultants you can discuss the deliverables and make sure they’re confident they can achieve the objectives.

Once you’ve identified your problems and goals and you’ve created an initiative, it’s likely time to start communicating with potential providers. Identify a few top service providers and begin the communication and comparison phase. Here are a few questions to ask your potential CRM consultants:

Do They Have A Relationship With A Specific CRM Publisher or Provider?
While you may think that this limits your potential solutions, if a particular solution is the right one for your organization then such a relationship can be a benefit. If the CRM consultant is partnered with a solution manufacturer, they have invested in the expertise to apply the technology to solve business problems; and are intimate with the supporting vendor organization. They may be able to provide insight to the future development and how it may affect your business. On the other hand, a consultant with only one tool in their bag will almost always prescribe that one solution for every problem.

Do They Have Experience With Companies Like Yours?
In addition to being familiar with your industry’s best practices, it’s helpful when a consultant is capable of consulting with an organization of your size. The outside experience a consultant brings will avoid reinventing the wheel when solving problems.

What Level Of Ongoing Service Will You Receive?
In addition to advising your business on which solution is the best choice, they can also help you grow with your chosen solution. Your business will change and evolve over time. Therefore CRM is rarely ever one and done. Leverage your consultant to create a discipline of continuous improvement with you how sell and service your customers.

How Closely Will The Consultants Work With You?
Does the consultant offer training? Will they work with your team to customize the system so that it best meets your needs? Understand their best practices approach but flex it to fit your culture and methods. Will they return to perform additional trainings as your business grows and changes? Will they help you assess your systems to ensure you’re maximizing the CRM solution?

Finally, judge any potential consultant not only on their offerings but also on their reputation. Do they have a solid standing as a provider who follows through? Finding CRM consulting services isn’t difficult, as they are abundant. However finding the right consultant for your specific needs can be a challenge.


If you would like to know how to hire A CRM Consultant and improve your Customer Relationship Management in Perth, processes and CRM Software and are interested in working with CRM Consultants Perth that are local, guaranteed and deliver solutions that are simplified, you should get in contact now to book an obligation-free appointment at Visit: and do a mail you can feel free to call us: (08) 6102 7284.


Social Selling Through CRM


, , , , , , ,

Microsoft CRM 2015 database software system is offering new enhancement and dynamics wherein management can engage in Social Selling.

Microsoft CRM system defines Social Selling as providing the management and companies with the ability to share knowledge more broadly than in the previous years. The Microsoft CRM Database Software users and the management can easily connect to the social media of their customer and to other mobile platforms, management, database and software. However, what is the relationship of Social Selling to the customer and their business?

The most basic definition of Social Selling is prospecting with the use of modern technology instead of the old and traditional database system. It is also a way of merging sales and the social media. Social Selling is the process of combining the social media platform and general sales efforts to fill the pipelines. The key components of this strategy system software include social listening, social prospecting, social searching and internal social networks. Social listening is a method for finding the potential customer who is searching for your company’s products and services.

No matter what type of business sector you are in, there will always be a customer who will look for the products or services you are offering. Social listening is refining and filtering the management listening capability to find the target customer. Social Searching is just like Social Listening but it involves looking for customers who are asking for precise recommendation on products and services. Social Searching can help the management find the ones that are suitable for their needs. Social Prospecting uses the social connectors you already have in place, like LinkedIn, in order to reach out to a new customer.

An effective Social Selling system needs an efficient internal network for storing information and sharing it all over the management and the organization. Microsoft CRM 2015 database software optimizes your social selling system by social web tracking and integrating data to the CRM Database Software. With the CRM database, result will be constant updating of new as well as important information that makes the account information more active. Microsoft CRM 2015 database software system also features an enterprise social network system called Yammers that allows the management to share information across teams. CRM 2015 database software also helps people to organize around a customer and opportunities completely.

If you would like to know how you can improve your Customer Relationship Management Strategy Perth, processes and CRM Software and are interested in working with CRM Consultants Perth that are local, guaranteed and deliver solutions that are simplified, you should get in contact now to book an obligation-free appointment at Visit: and do a mail you can feel free to call us: (08) 6102 7284.

Features and Benefits of HubSpot CRM


, , , ,

Hubspot is software that has been very popular with some of CRM Perth’s clients, which is why it’s so exciting to see an upgrade!

HubSpot announced Tuesday the inbound marketing company has joined the CRM business.

HubSpot Co-founder and CEO Brian Halligan unveiled HubSpot CRM on the main stage at INBOUND, attracting applause from users currently splitting their time between HubSpot and Salesforce.

“This is a different kind of CRM system,” Halligan emphasized. “This is a CRM system that works for you.”

The CRM system wasn’t all, however; Halligan also debuted SideKick, a “sales acceleration product” that has replaced HubSpot’s Signals email management system, announced at last year’s INBOUND and described as a competitor to Yesware.

Although HubSpot CRM Perth and SideKick can be used separately, the latter is meant to fill the gaps of the former. With SideKick, users can prospect, keep track of current contacts, see who opens and clicks their email, as well as schedule future correspondence.

The beauty of the HubSpot CRM is that it works in the background of the tools sales rep already use, with features they weren’t granted access to before. The company has built a phone system inside its CRM, allowing for automatic call recording and logging — meaning, no more trying to interpret calls after both parties have hung up. Sales reps can also create deals inside the CRM and follow-up on emails without ever having to open their email at all.

“We’ve been going back and forth for years about whether we should build our own CRM for our customers,” Halligan explained.

The company had also been going back and forth on the price to offer their new products at.

The best news of the keynote? HubSpot CRM and SideKick are both free. HubSpot will roll the new service out to its customers and partners first over the next couple of months, and then go global with it.

“This is probably the biggest day in HubSpot history for us so far,” Halligan shared, before closing out the keynote.

Given the company filed for a $100 million IPO in late August, the claim is a serious one to make.

If you’d like to better optimise your sales and marketing, contact us and we can setup an initial free consultation with you.

If you would like to know how you can improve your Customer Relationship Management Strategy Perth, processes and CRM Software and are interested in working with CRM Consultants Perth that are local, guaranteed and deliver solutions that are simplified, you should get in contact now to book an obligation-free appointment at Visit: and do a mail you can feel free to call us: (08) 6102 7284.

The Advantages of a CRM System


, , , , , ,


Customer Relationship Management refers to the methodology or process a business uses to study and learn more about customers’ needs and purchasing behaviors in order to develop stronger and longer-lasting relationships with them. Implementing CRM Solutions Perth might involve considerable time and expense, but it has many benefits and advantages as our team at CRM Perth can help you.

Better Customer Service

CRM systems give businesses the ability to personalize and customize relationships with their customers regardless of which employee deals directly with them at any given time. CRM systems maintain a repository of customer profiles, giving employees the ability to treat each client individually. As a result, each employee is better informed about each customer’s specific needs. CRM Solution helps the organization easily and quickly modify its level of service in order to match each customer’s profile. This improved customer service leads to increased customer loyalty and correspondingly decreases customer dissatisfaction. CRM systems also help the company receive feedback from customers regarding products they have purchased.

More Customers and Revenue

CRM systems help the organization effective identify potential customers. As it keeps track of current customer profiles, the company can generate new strategies to determine which demographics it should target to obtain a wider customer base. By using CRM information, a business can coordinate marketing and promotional campaigns more efficiently by ensuring that such promotions will not target people who are already customers. CRM Solution Perth also ensures increased customer retention through the implementation of loyalty programs.

Simplified Marketing/Sales

CRM Perth helps companies establish better communication channels. Websites, for example, might make business more convenient for the company and its sales representatives. CRM also allows organizations to give customers the option of choosing how they want to be approached or contacted. More importantly, CRM systems speed up the closing of deals because of the increased efficiency in customer leads and information. Turnaround time substantially decreases, thereby benefiting the company. In addition, as different company departments are able to share data, employees can efficiently work as a team, as opposed to working individually or in isolated groups. Despite each department having its own set of objectives, everyone is aware of and working toward the same goals.

If you would like to know how you can improve your Customer Relationship Management Strategy Perth, processes and CRM Software and are interested in working with CRM Consultants Perth that are local, guaranteed and deliver solutions that are simplified, you should get in contact now to book an obligation-free appointment at Visit: and do a mail you can feel free to call us: (08) 6102 7284.

Microsoft’s Dynamics CRM Service


, , , , ,

Always keen to save clients money which could be better spent elsewhere, like on even more CRM customisation, CRM Perth’s consultants have been following the latest price cuts with enthusiasm. Quite commonly, clients use Office 365 and Dynamics CRM and so this is exciting.

Microsoft Corp. is following its top rivals into the customer relationship management (CRM) frenzy that has been raging for the last week and a half with the introduction of a new cloud suite designed to help salespeople become more productive. Copying one of its most historically successful tactics in the even-more-cutthroat infrastructure-as-a-service space, the Redmond giant hopes to make up what it lacks in novelty with massive discounts.

The launch of the bundle comes less than 48 hours after, the world’s top provider of managed CRM Software Perth, overhauled its flagship platform with new features aimed at appealing to the growing percentage of its users who access the service from mobile devices. The landmark update set the tone for the company’s forthcoming Dreamforce ’14 conference in San Francisco and doubled as a response to arch-nemesis Oracle Corp.’s push into smart phones and tablets at its own annual customer summit last week.

The new Sales Productivity suite from Microsoft bucks the mobile-first trend and instead emphasizes pricing. The bundle offers a Professional subscription to Microsoft Dynamics CRM Service Perth, Power BI business intelligence platform (which is tightly integrated with Horton works Inc.’s Hadoop distribution) and Office 365 for $65 per user per month. That’s $40 cheaper than the cost of buying each component separately.

Not leaving existing customers out of the loop, Microsoft is offering to upgrade Office 365 licenses to Sales Productivity for $45 per month, which is a less than half the list rate of $105 per month for the bundle. The catch is that the markdown is only available on a “promotional” basis until the end of the year, according to well-connected Microsoft blogger Mary Jo Foley, after which users must pay full price.

But that’s still only a small fraction of the $295 that Salesforce charges for the same functionality, Microsoft claims. That pitch has helped Microsoft snag several lucrative accounts from the CRM stalwart, including the US business of intentional accounting powerhouse Grant Thornton International Ltd. and CSX Transportation, a railroad operator with 12,000 employees.

If you would like to know how you can improve your Customer Relationship Management Strategy Perth, processes and CRM Software and are interested in working with CRM Consultants Perth that are local, guaranteed and deliver solutions that are simplified, you should get in contact now to book an obligation-free appointment at Visit: and do a mail you can feel free to call us: (08) 6102 7284.

Importance of CRM Salesforce Software in Perth


, , , , ,

Any expansion for a CRM software which CRM Perth implements, like Salesforce, can bring with it new insights into how to improve the system, both for consultants and for the vendor company.

Salesforce has roped in Interxion as its service provider for the data center it plans to open in France. The data center in France is part of its expansionary initiatives in Europe announced in the beginning of 2014. Salesforce expects to open the France data center in 2015.

Interxion’s selection as the preferred service provider is possibly related to the company’s presence in 11 European countries. Salesforce can leverage this pan-European presence if it expands its business in other countries as well.

Apart from France, Germany and the U.K. remain on Salesforce’s radar to complete its European expansion. While the data center in Germany is also expected to be opened in 2015, the U.K. data center is slated to open in the later part of 2014.

The opening of the data centers in these countries will help Salesforce Service Perth to tap local small and medium businesses as well as government agencies. Government agencies usually require data to be stored locally rather than in data centers outside the country for security reasons.

Salesforce’s investments in the U.K., France and Germany come at an opportune moment as a study by IDC predicts that spending on IT in Western Europe will increase 2% in 2014.

The increase would be spearheaded by investments in cloud computing and data analytics segments. Salesforce Perth, being a provider of cloud computing solutions, could incrementally benefit from these investments.

Moreover, the company would be able to diversify its international revenues, going forward. Notably, in the last reported quarter (second-quarter 2015), Salesforce derived approximately 19% of its total revenue from Europe, which increased 42% on a year-over-year basis.

We remain encouraged by the rising number of deal wins at Salesforce and the rapid adoption of its cloud-based solutions. Overall, the company’s diverse cloud offerings and strong spending on digital marketing remain positives. Additionally, the company’s strategic acquisitions and the resultant synergies are expected to remain the long-term positives.

Although the company is growing reasonably in the cloud market, growth prospects have been rationalized by competition from IBM, Oracle and SAP. Currency headwinds and an increase in investments could pose additional challenges.

If you would like to know how you can improve your Customer Relationship Management Strategy Perth, processes and CRM Software and are interested in working with CRM Consultants Perth that are local, guaranteed and deliver solutions that are simplified, you should get in contact now to book an obligation-free appointment at Visit: and do a mail you can feel free to call us: (08) 6102 7284.

An extended agreement between CloudCraze and Salesforce


, , , ,

Just the other day, CloudCraze revealed an early extension of the OEM agreement it made with six years ago. The agreement aimed at delivering CloudCraze, an e-commerce enterprise originally built on a platform known as Salesforce1 Platform. The management extended the agreement to enable CloudCraze to combine Salesforce Solutions Perth important in the delivery of enterprise e-commerce, and complete collaboration with customer community. The extension therefore boosts client relationship and help CloudCraze conduct its CRM effectively. Customer Relationship Management Basics, CRM, calls for collective responsibility to cater for all types of clients.

How CloudCraze Works

Since the year 2009, CloudCraze continues to deliver enterprise e-commerce implementation based on Salesforce1 Platform. By doing so, leaders from fields such as media, medical, life sciences, manufacturing, software, and user packaged products industries all benefit from CloudCraze. The expansion of CloudCraze now enhances customer collaboration and relationship thereby adding to its list of advantages.

The move also creates an engaged experience to online clients. According to Andrew Witherspoon, the Executive vice President at Cloud Craze, the experience CloudCraze offers attracts B2B and B2C customers as well. He added that inclusion of additional Sales force Community Cloud would allow clients to license a single solution that engages clients and maximizes returns on investments.

Future Projections

Bill Loumpouridis, the Founder of CloudCraze says that the company is proud to work with salesforce. He also said that CloudCraze aims at building a Cloud ecommerce platform of the years to come. Bill added that the replacement of Hybris, Demandware, Microsoft, IBM, and ATG would expand Salesforce Perth ecommerce further, as well as Customer Engagement Commerce. As the management at CloudCraze continues to expand operations, it also continues to enable its clients to develop better relationship with clients from all over world in a bid to achieve CRM. Remember that clients go for services that address their specific needs and if the management provides such services, the relationship with clients grows.

Conclusive Remarks

Of all the products developed originally on the Salesforce 1 Platform, CloudCraze stands as the first proven enterprise-class. CloudCraze does deliver the reliability as well as the scalability of saleforce. In addition, CloudCraze shares data and other processes with the available CRM deployments. Deployment of CRM requires collective responsibility so that enterprises can address issues raised by clients.

If you would like to know how you can improve your Customer Relationship Management Strategy Perth, processes and CRM Software and are interested in working with CRM Consultants Perth that are local, guaranteed and deliver solutions that are simplified, you should get in contact now to book an obligation-free appointment at Visit: and do a mail you can feel free to call us: (08) 6102 7284.

Role of Microsoft Dynamics CRM in Banking Sector


, , , , , , ,

The importance of collaborating within departments and between departments is huge for many of our clients. The amount of untapped revenue there is in better connecting the staff is enormous, which is why we are quite glad that the capacities for Customer Relationship Management Software Perth to enable this is improving.

Recently, Microsoft announced new features for its upcoming release of Dynamics CRM Relevant Products/Services, aimed at improving collaboration between sales and marketing teams. In addition to its general use for contact management across all industries, Microsoft is also targeting Dynamics for specific industries, such as banking, where a systematic approach to customer Relevant Products/Services relationship management (CRM) can make a real difference in the quality of customer service.

Earlier this week at the Sibos global banking event in Boston, Microsoft showcased a number of major banking institutions that are using Microsoft Dynamics CRM to modernize their business Relevant Products/Services operations. The goal for many of these banks has been to transition from being a traditional transaction-based business to being more customer-centric and providing top-notch customer experiences.

Within the financial sector, Microsoft reports that Dynamics CRM has become a strong presence in such areas as commercial banking, investment banking, wealth management, corporate management, and asset management banking.

The software Relevant Products/Services giant says that more than 40,000 customers and some 4.25 million users are using Microsoft Dynamics CRM in the industry and benefitting from a “customer-first design philosophy and seamless integration” with other productivity applications such as Microsoft Outlook, Microsoft Office 365, SharePoint, and Lync.

Testimonials on CRM for Banking

Several executives from national and international banks offered testimonials about Dynamics CRM at the Boston event.

“Knowledge is powerful — especially when creating a tailored banking experience for business customers,” said David Russell, head of CRM Services for Australia-based RBS-NatWest. Dynamics CRM gives his company’s employees “a unified Relevant Products/Services and highly detailed customer view.”

“With it, the team can consistently deliver highly relevant, effective interactions with every customer, which ultimately helps them achieve their business ambitions,” Russell added. “Microsoft Dynamics CRM unites teams, saves time and helps NatWest make customers happy.”

Russell said that with Microsoft Dynamics CRM, “RBS-NatWest has achieved more than 95 percent user adoption, better connected teams, and more valued customer service.”

“Our technology team considered Microsoft Dynamics CRM and found that it was everything we wanted and more. Most important, it could serve as a global solution and integrate with the platform we were currently using,” Brumpton added.

In addition, she noted that Microsoft Dynamics CRM eases the compliance process with regulatory requirements in each of the company’s jurisdictions.

New Features Coming

In the meantime, Microsoft is prepping a host of cross-industry new features for Dynamics CRM 2015, which will be released in the fourth quarter of this year. The focus of the next release is on new functionality that makes it easier for sales, service, and marketing teams to collaborate efficiently and reduce redundant efforts.

By aligning efforts around key objectives, Microsoft says companies can boost customer engagement, create better customer experiences, and ultimately drive their sales success. Visit: and do a mail you can feel free to call us: (08) 6102 7284.

CRM Solution For Your Business Perth


, , , , ,

Although CRM systems can be extremely helpful in your marketing efforts, many marketers struggle to use them effectively. Advanced technology is difficult for many of our clients, and anyone really, to get the hang of by themselves, but with some proper help they can get it going in no time.

I recently attended a meeting where a group of small business owners shared with me that their customer relationship management (CRM) systems were so complicated to use, and difficult to set up. These were smart business owners, with experience in business – but CRM was a challenge for them.

During our discussion we came up with two solutions.

The business owners who succeed at implementing marketing campaigns don’t first use their CRM system. No, the first tools they use are pens (or pencils) and paper.

What they do is map out their marketing campaigns.

They think about what actions they want a potential customer to take when first coming in contact with the company via their website, email newsletter, social media, or other entry point.

By mapping out your marketing campaigns, before you even use your CRM system, you’ll have a better perspective and feel for how your prospects and customers will interact with your education or sales content.

If you’re just receiving email addresses into a form and sending out an email newsletter, you don’t need to put much thought into that. However, don’t you want to go BEYOND just email marketing? Would you like to do better at educating your customers so they buy from you? And ensure you wow them at just the right time? To do this you need a more detailed and thoughtful marketing plan. It can be simple, but it must be effective.

The second thing I learned is that some of the most successful companies that succeed at CRM rely on an expert to help them. While small business owners can do a lot on their own, CRM, like accounting, law, building construction, and other things, is best done in partnership with an expert, so you can focus on growing your business.

How can expert help? Marketing experts can best help because first, they know the detail of the CRM system. So they’ll save you the time in knowing the ins and outs of the system. Secondly, your hired help will guide you into creating a marketing plan that’s best for your business and can get you the best results you want.

During our discussion, many of the users wanted to customize their CRM Software Perth to make it work with other software. A good programming can do this for you. Furthermore, out of the box, CRM systems are not made for YOUR business specifically. A marketing consultant can help you customize it so it’s fine-tuned for your company.

As you look into leveraging a CRM solution for your business, seek experts to help and map your marketing process on paper. This is what our consultants do in the very first meeting with all out clients and it proves an invaluable exercise as we help businesses to implement customer relationship management practices and softwares. If you’d like to book a free initial appointment to get your marketing processes outlined, go to Visit: and do a mail you can feel free to call us: (08) 6102 7284.

CRM Solutions & Strategy Perth


, , , , , , ,

Customer Relationship Management (CRM) is a set of technology-enabled business processes that enables your company to create more consistent and profitable interactions with your customers.

Customer Relationship Management, or CRM, is an important strategy for business that should extend across all levels and facets of a company. The best CRM platforms are customized powerhouses that can bring together data from all corners of an organization as well as outside of it to provide a view of the business’s customers and consumer interaction. Custom CRM solutions are often hailed for their abilities to improve business operations and growth as companies use this data to make informed decisions on a variety of marketing strategies.

What some organizations fail to recognize, however, is just how much is entailed with CRM, and business leaders can become overwhelmed with managing full client loads, sales, marketing and customer service. Custom online database software is geared toward making customer data and leads management a more streamlined, easily endeavor. With CRM Software Services Perth, businesses often receive increased performance, efficiency and revenue.

As mentioned, businesses can enjoy numerous advantages of implementing a CRM system. Looking mainly at financial incentives, a custom CRM Solution Perth can offer a business a return on investment of nearly $6 for every dollar spent. On a per sales person basis, research indicates that a CRM solution has delivered an average of 41 percent increase in revenue. In addition, CRMs contribute to a 23 percent decrease in sales and marketing costs on average. Customer retention improved by 27 percent with a CRM.

For larger organizations, CRM solutions become even more important to deal with the problem of big data. Research indicated that 24 percent of a sales person’s time is spent looking for information, which equates to an approximate revenue loss of $2.6 billion for the average Fortune 500 company. The problem with big data is that it can commonly result in the loss of opportunities, and nine of every 10 sales people attribute lost opportunities to information overload. However, roughly 75 percent of sales people agree that they would be able to close more deals with the assistance of big data technology.

As social media best practices continue to evolve, many are still noting the value of data found on social platforms. Social data can be integrated with an organization’s CRM, allowing that valuable information to be applied, assisting with important business decisions.

If you would like to know how you can improve your Customer Relationship Management strategy, processes and software and are interested in working with consultants that are local, guaranteed and deliver solutions that are simplified, you should get in contact now to book an obligation-free appointment at Visit: and do a mail you can feel free to call us: (08) 6102 7284.