CRM Optimisation and Strategy for Scalable Growth

A high-performing CRM (customer relationship management) is the key to aligning marketing and sales for real business growth. We optimise your CRM to improve efficiency, reporting, automation, and lead conversion.

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Trusted by these big names

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Better CRM Performance = Faster Business Growth

Are you underutilising your CRM’s potential and not making the most of your first-party data? Whether you need performance optimisation, automation, or a full platform migration, we help businesses maximise efficiency with our strategic CRM solutions.

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CRM performance optimisation

Your CRM should be the single source of truth driving your business operations. We streamline processes, enhance automation, and improve reporting, so your team spends less time on admin and more time on growth.

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Migration and re-platforming

Thinking about switching CRMs, but unsure where to start? Our team of experts will guide you through the migration process, ensuring seamless data transfer, process alignment, and minimal downtime.

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Ongoing support & enhancements

From strategy to technical enhancements, our team helps with automation, integrations, and troubleshooting to ensure your CRM continues to evolve with your business, even once the initial work is done.

Experts across platforms

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Conversion Rate Optimisation

Here’s what goes into it:

  • Current State Audit
  • Data Standardisation
  • CRM Implementation
  • Customer Journey Mapping
  • Data Cleansing
  • Process Workflow Development
  • Strategy & Consulting Services
  • Training & Onboarding
  • User Acceptance Testing
  • Technical Support Retainer
  • Web Form Integration
  • Project Management
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Did you know our email open rate is around
33% higher Highlight circle than the industry average?

*NFP clients

Leave Nothing in the CRM Tank

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Streamlined and aerodynamic

Your CRM should be at the heart of your business operations. We optimise your system to enhance efficiency, automate tasks, deliver accurate reporting... basically, we save you valuable time. By streamlining processes, we help your business operate more effectively with less manual input.

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Strategies designed for growth

A high-performing CRM can transform your sales and marketing strategies. Whether you need to optimise your current platform or migrate to a new one, we provide solutions that ensure seamless data transfer, minimal downtime, and continuous improvements; so you can focus on growth.

And these are our best friends

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Success Stories
From the Frontline

We’ll let our results take it from here.

How Marketing Automation helped increase engagement & applications for genU Training

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Unlocking Over $20 Million in Sales Using Progressive Profiling

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Strategic Salesforce Reimplementation for Children's Ground

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CRM Management FAQs

We have worked with dozens of clients to increase their CRM adoption through executing a training plan, utilising dashboards, developing lead alerts to draw consultants into the CRM tool and integrating nurtures to support the sales team. Speak with our team of certified CRM consultants to find the right solution for you.

There are many challenges of using CRM that we can help with. Some of the most common include user adoption, a lack of integrations, unclear objectives, insufficient training and a CRM system that doesn't align with your sales process.

Our team of Salesforce certified specialists provide unbiased, industry best practice expertise. You can trust that each Senior Social Garden consultant has worked on dozens of projects with the technical experience needed to deliver tailored solutions. Whether you are looking to implement a new CRM or improve your existing system, get in touch with us.

We have an extended team of certified Salesforce consultants and certified Salesforce Marketing Cloud experts to help you make the most of your CRM investment.

Huge. Using a CRM tool will help you to segment your highest value audiences, centralise the data points and communications for single customers and accurately forecast revenue. When you empower your team with the right data to create a seamless sales experience, the ROI will follow.

At Social Garden we believe the best way to maximise your CRM tool is to match it to the customer journey with a CRM roadmap. We'll work with your team in a series of workshops to define the sales process and map the end-to-end experience. Our team can then implement a CRM system based on your customer journey and business requirements.

Social Garden are CRM implementation partners offering integration services, training & onboarding, process workflow development, user testing, data management, strategy & consulting services, technical support, dashboards & analytics reporting and audits.

The cost of your CRM is largely dependent on the platform you go with and the scope of how you intend to use the platform. If you would like us to give you a ballpark cost estimate for your CRM implementation feel free to reach out to us at [email protected].

👯 Better together

Bolster the impact of your CRM with:

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Lead Nurturing

We integrate dynamic custom audiences and offer full-funnel attribution reporting.

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Google Advertising

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Lead Generation

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Lead Nurturing

We integrate dynamic custom audiences and offer full-funnel attribution reporting.

Read More
+
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Google Advertising

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Read More
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Lead Generation

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Supercharge Your Sales Funnel

Get in touch to request your free audit.

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