CRM consulting

CRM consulting

It’s why we’re called CRM Knowledge.

Let our knowledge be your knowledge. Either for specific projects or working as your virtual CRM team, our skilled specialists work with you to keep CRM aligned to your business needs.

CRM expertise on tap.

We’re not just team players, we’re part of your team – understanding your business, planning, implementing and managing CRM systems. We offer a comprehensive range of services tailored to meet your specific needs and drive your business to new heights. Look at our services below to discover how we can help you optimise your CRM system and unleash its full potential.


CRM planning

Planning CRM projects

We bring expertise to CRM projects of all types and sizes, adding our specialist knowledge to that of the business and technical teams.

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CRM implementation

Implementing CRM projects

We can add to the bandwidth and expertise of a CRM project implementation team or assist with project management and team management.

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Maximising CRM benefits

Working more closely means working better

CRM systems can be powerful – but they are often underutilised. We enable organisations to embed customer-relationship management not only into technical infrastructure, but into the heart of their culture.

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CRM Strategic Review

Reviewing your CRM strategy

At CRM Knowledge we understand the importance of a well-defined CRM strategy in today's competitive market. Our experienced consultants will work closely with your team to evaluate the effectiveness of your CRM system, align it with your business goals, and develop a customised roadmap for success.

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CRM with Marketing Automation Review

Reviewing your CRM with Marketing Automation

Our expert team is dedicated to evaluating and enhancing your CRM strategy while harnessing the full potential of marketing automation to help you achieve exceptional results.

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D365 Health and Wellness Check

We check the health of your D365 CRM system

Whether your organisation has taken on a D365 system or you're unsure about how to fully utilise its potential, CRM Knowledge is your trusted partner. We understand that each business is unique, so we take a tailored approach to ensure that our solutions align perfectly with your specific needs.

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Marketing Momentum

Proactive marketing services to elevate your strategy

With 'Marketing Momentum,' we deliver tailored solutions that anticipate your marketing needs. Our expertise ensures effective campaigns, optimised content, and strategic insights for success.

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Sales Success

Proactive sales services to help elevate your strategy.

We specialise in equipping businesses with proactive CRM strategies, optimising sales processes, and enhancing customer relationships to achieve unparalleled sales success. Our tailored solutions drive revenue growth and elevate your competitive edge in the market.

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Power Pack

Seamless implementation and ongoing support: Tailored setup and continuous services to maximise PowerPack's potential and drive your business forward.

Implementation: Our implementation process ensures seamless integration of PowerPack into your business operations, tailored to your unique needs in just 7 days. We provide personalised setup, data migration, and training for a smooth transition. Ongoing Service: Our ongoing service offers a subscription-based model at a minimum of 10 hours per month. This proactive service includes collaborative strategy sessions, monthly training, health checks, configuration changes, and more. We're your dedicated partner, helping you maximise ROI and stay ahead in the competitive landscape.

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