Full CRM

Salesforce and monday CRM consulting from Sydney and Melbourne

Sydney and Melbourne businesses that run Salesforce or monday CRM turn to Full CRM to set those systems up and shape them around how the business actually works. The firm's view is that a CRM is the corporate memory of a company, a record of every interaction that turns knowledge of clients into a business asset rather than something held by individual staff. It says a well-designed CRM serves marketing, sales, service, finance and operations together.

Salesforce implementation and optimisation

For Salesforce, Full CRM handles implementation, improvements to existing environments and the configuration of pricing and quoting through Configure Price Quote. It says it simplifies complicated CRM environments and builds the accelerator structures a business needs to move faster. Project management runs through the rollout, and the firm says its work lifts how often sales and customer service teams use the system day to day. Its clients have included firms in medical devices, financial services, transport and logistics, distribution, construction and professional services.

monday CRM for revenue teams

For businesses that want something simpler, the firm also works with monday CRM. It describes that platform as suited to revenue teams that want simplicity and value, and it says the core licence includes a quick setup and a full set of features. For larger businesses it points to Salesforce, presented as a platform that can help sales, service, marketing and partner teams work from the same records.

Process, strategy and what the system should do

The firm's wider work is to create and optimise the processes that determine experiences, productivity and value across a business. It argues that a CRM should streamline those processes, personalise interactions and provide useful insight without becoming hard to manage. Its aim is to turn customer relationships into something the business can see and act on, rather than a set of transactions held in separate places.