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 reach its full potential.

CRM planning, implementation and optimisation

Planning, implementing and optimising CRM projects

We bring expertise to CRM planning, implementation, and optimisation projects of all types and sizes, enhancing your business and technical teams with our specialist knowledge.


Strategic Reviews

Reviewing your strategies

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.


Proactive Sales and Marketing Services

Stay ahead with proactive services, preventing issues before they arise.

Our proactive sales and marketing services include tailored health checks, strategic planning sessions, content advice, email optimisation, and lead generation strategies designed to enhance your D365 marketing and sales performance


Fast Track Solutions

Rapidly deploying solutions for your business

At CRM Knowledge, we specialise in quick and efficient deployments of products such as D365 Sales and PowerPack from ClickDimensions. Our approach ensures minimal disruption and maximum effectiveness, empowering your team to harness CRM capabilities quickly and seamlessly.