crm consultant

CRM and Lead generation/management consultant

Australian CRM consultant with Customer Relationship Management and Sales Lead Management experience in Australia, New Zealand, Singapore, South Korea, Taiwan, Hong Kong, China, Malaysia, Philippines, India, Thailand, USA, UK and Germany. This has been almost exclusively with NASDAQ and ASX listed companies.

We help businesses to refine their customer centric strategies, and choose the appropriate processes and software (in that order) to achieve their objectives. We prefer and recommend the Peppers & Rogers approach to 1-to-1 marketing.

  • Defining a long-term CRM Strategy.
  • Audit of your CRM project - don't be a "Failed CRM Project" statistic.
  • Customer Surveys.
  • Introductory and Advanced CRM workshops.
  • Process Mapping and Touch Point identification.
  • Loyalty Programs based on creating a community of customers.
  • Ethics, Privacy and Anti-Spamming considerations.
  • Outsourcing CRM.


Lead Management
  • Lead generation.
  • CRM-Assisted Sales Lead Management (CALM).
  • Event Management for prospect generation and customer profiling.
  • E-mail, Direct Mail, and Database Marketing, including considerations for Greater China, Korea, and Japan.
  • Ethics, Privacy and Anti-Spamming considerations.
  • Sales scripts for Telequalification and Inside Sales.
  • Outsourcing lead management.
  • Partner Relationship Management (PRM).
  • Conversion rate improvement.
  • Case Study


This page last modified 13/06/2007 19:39:43 EDT


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