We help small & medium organisations to reach their potential.
We love helping organisations grow
We get to know your organisation...
Industries
Who We Help
Services
Membership organisations in Australia can break free from separate, unconnected and outdated industry specific solutions and implement a centralised software platform to help them with:
At the heart of a financial services business is a sales and marketing engine that needs to be mobile, easy to use and easily adaptable to change. We have implemented a range of CRM platforms for:
- Lenders
- Finance Brokers
- Mortgage Brokers
- Insurance Brokers
- Wealth Management Firms
NFP’s realise that free CRM software licencing, usually, comes with high setup and support costs. Choosing the right CRM is crucial to manage staff, volunteers and donations to help with:
- Donation Management
- Membership Management
- Volunteer Management
- Marketing
- Events
Professional services organisations are moving away from traditional industry specific solutions and moving towards fully customisable, globally used platforms that help them grow using best of breed:
- Customer Management Systems
- Sales Automation Tools
- Support Desk Ticketing
- Integrated Marketing
- Integrated Paid Advertising
Our approach
Regardless of your industry or the size of your organisation, if you find value in investing in technology that will help your organisation grow, and meet strategic objectives – then we want to work with you.
Our approach to helping you get your new systems up and running:
- 1. Our customer service team will create a CRM strategy for your project
- 2. We hold weekly, fortnightly or monthly progress & release meetings
- 3. We estimate time so that you are in control of your project spend
- 4. We migrate your data
- 5. We provide role based training for you and your team
- 6. We support you and your system while your business is growing
Our Services
Our customer experience consultants can help you to map out your customer journey.
Regular training is crucial to ensuring that your CRM strategy is humming along. Our Role-Based Training programs cover the following roles:
- Sales
- Marketing
- Customer Service
- Operations
- Administrators
Rolling out marketing campaigns, creating events, entering data - we have you covered for the irregular tasks that take up too much time.
Our monthly, quarterly or annual CRM health checkups include
- Security checks
- De-duplication of data
- Field & module usage
- Reporting
- Marketplace app updates
- Subscription limit checks
Extend your team with temporary hiring of a developer or business analyst to work on a short term basis.