Customer Relationship Management

Customer Relationship Management

Customer Relationship Management/Marketing Implementation​ & Operations

We are certified on

  1. Salesforce,
  2. Keap/Infusionsoft,
  3. Zoho One
  4. Microsoft Dynamics
  5. Kartra
  6. Active Campaign

We are experts in CRM and can work in any platform you have. We help with planning and preparing the organisation for the change, design and implement your CRM solution.

We can help you unlock value through the data you collect and help you to create management systems that assist you track everything you have in your business in an intelligent way without using spreadsheets and risk data loss or errors. CRM software can be really powerful, but you need to bring together the right team and choose the right CRM System to be truly successful.


    • Related Articles

    • Automation

      In a world where Marketing and Sales work together as a single function with the same objective of either acquiring new customers or maximising revenue from existing customers, an effective funnel is one that combines all elements of the customer ...

    • Fractional CMO/CDO/CPO

      Our Executive-as-a-Service offering covers the need for a senior executive in an organisation without the administrative and cost elements associated with a permanent function. Our Fractional executive service provides broad-based and on-demand ...

    • Strategy Advisory

      Transitioning from a “vision” you have for your organisation to achieving that goal requires creating a sound and robust strategy that will detail the initiatives and actions designed to achieve it. The right strategy will dictate where and when you ...

    • Customer Data Policy

      This Privacy Policy describes the information we collect from you, what we do with the information, and our information security practices. If you have any questions about our Privacy Policy, please contact us at contact@relevate.com.au Information ...

    • Copywriting Discovery Session

      This is where we go through the customers brand and product/s, their ideal customer avatar, pull out the features and benefits, identify the emotional triggers and finish up with a document that shapes the way all future content is written for the ...

    • Popular Articles

    • Migrating from Chrome to Edge

      You might be in a situation where you'd just like to have all of you favorites or auto-fills moved over from one browser to another. Some reasons may be that you're more interested in using Edge now because of that handy little AI that all the cool ...

    • Email deliverability

      If emails are not arriving in your inbox from your bulk email platform you need to consider making a few changes. Over the years email has become a widely used marketing tool. It has one of the lowest costs of all marketing channels. Unfortunately ...

    • Relevate People Recruitment FAQs

      Welcome to Relevate People, This article will guide you through some common questions about working with us: FAQs Am I working for Relevate People? Relevate People is a Technical Virtual Staffing organisation. We provide the facilities for our ...

    • Information Security Incident Management

      Introduction This policy covers incident management of Information Security Breaches. Preparation This policy covers the outline of requirements to ensure that we are ready to respond to incidents rapidly and minimise the impact of any issues or ...

    • Dev as a Service

      CRM Development, or any software development, can be a large project. Often, when creating software or implementing projects, the underlying business case changes over time. We find that an Agile development process is the best way to deliver real ...