CRM Strategy & Optimisation

A CRM your teams actually trust.

A high-performing CRM (customer relationship management) is the key to aligning marketing and sales for real business growth. We optimise your CRM to improve efficiency, reporting, automation, and lead conversion.

Trusted by these big names

Better CRM performance, faster growth.

The Garden's marketing technology team at work

Are you underutilising your CRM’s potential and leaving first-party data on the table? Whether you need performance optimisation, automation or a full platform migration, we make the system carry its weight: streamlined processes, enhanced automation and reporting your leadership can actually read. The goal is a CRM that works as the single source of truth for your business, so your team spends less time on admin and more time on the growth it was bought to drive.

  •  iconFirst-party data, put to work
  •  iconReporting leadership can read
  •  iconLess admin, more selling
  • CRM performance optimisation

    Your CRM should be the single source of truth driving your business operations. We streamline processes, enhance automation, and improve reporting, so your team spends less time on admin and more time on growth.

  • Migration and re-platforming

    Thinking about switching CRMs, but unsure where to start? Our team of experts will guide you through the migration process, ensuring seamless data transfer, process alignment, and minimal downtime.

  • Ongoing support & enhancements

    From strategy to technical enhancements, our team helps with automation, integrations, and troubleshooting to ensure your CRM continues to evolve with your business, even once the initial work is done.

Leave nothing in the tank.

The Garden's marketing technology team at work

An optimised CRM isn’t the finish line; it’s the vehicle. Once the platform is streamlined and aerodynamic, we design the strategies that use it for growth: lifecycle journeys that move records towards revenue, sales workflows that surface the right next action, and measurement that shows which efforts pay. Everything your CRM knows about your customers gets put to work, so no insight and no opportunity is left sitting in the tank.

  •  iconLifecycle journeys to revenue
  •  iconNext actions surfaced for sales
  • Streamlined and aerodynamic

    Your CRM should be at the heart of your business operations. We optimise your system to enhance efficiency, automate tasks, deliver accurate reporting... basically, we save you valuable time. By streamlining processes, we help your business operate more effectively with less manual input.

  • Strategies designed for growth

    A high-performing CRM can transform your sales and marketing strategies. Whether you need to optimise your current platform or migrate to a new one, we provide solutions that ensure seamless data transfer, minimal downtime, and continuous improvements; so you can focus on growth.

What you get

Everything a CRM engagement covers.

Our clients love our CRM. Here's what working with The Garden feels like.

And these are our best friends

Award-winning platform migration.

We’re proud to be recognised for our outstanding performance and commitment to excellence. Being awarded #1 Rookie of the Year, #2 APAC Partner of the Year and receiving the 2024 Platform Migration Excellence Award is a testament to our dedication, innovation and strong partnerships. These achievements highlight our rapid growth, industry expertise, and the trust our clients and partners place in us, especially on the migrations where a CRM either earns confidence or loses it.

Frequently asked questions

How can I increase CRM adoption?

We have worked with dozens of clients to increase their CRM adoption through executing a training plan, utilising dashboards, developing lead alerts to draw consultants into the CRM tool and integrating nurtures to support the sales team. Speak with our team of certified CRM consultants to find the right solution for you.

What are the challenges of using a CRM?

There are many challenges of using CRM that we can help with. Some of the most common include user adoption, a lack of integrations, unclear objectives, insufficient training and a CRM system that doesn’t align with your sales process.

How can I make my CRM successful?

Our team of Salesforce certified specialists provide unbiased, industry best practice expertise. You can trust that each Senior The Garden consultant has worked on dozens of projects with the technical experience needed to deliver tailored solutions. Whether you are looking to implement a new CRM or improve your existing system, get in touch with us.

What customer relationship management tools are you certified in?

We are certified across the platforms our clients actually run on: HubSpot, Salesforce (Sales Cloud, Marketing Cloud and Account Engagement/Pardot), Propertybase, Pipedrive, Dynamics 365 for Marketing, ActiveCampaign and Adobe Marketo, plus the niche property-specific platforms that developers and builders often rely on. Our extended team includes certified Salesforce consultants and Marketing Cloud experts to help you make the most of your CRM investment.

What are the benefits of CRM for sales?

Huge. Using a CRM tool will help you to segment your highest value audiences, centralise the data points and communications for single customers and accurately forecast revenue. When you empower your team with the right data to create a seamless sales experience, the ROI will follow.

What is a CRM roadmap?

At The Garden we believe the best way to maximise your CRM tool is to match it to the customer journey with a CRM roadmap. We’ll work with your team in a series of workshops to define the sales process and map the end-to-end experience. Our team can then implement a CRM system based on your customer journey and business requirements.

What are your CRM management services?

The Garden are CRM implementation partners offering integration services, training & onboarding, process workflow development, user testing, data management, strategy & consulting services, technical support, dashboards & analytics reporting and audits.

How much does it cost to implement a CRM?

The cost of your CRM is largely dependent on the platform you go with and the scope of how you intend to use the platform. If you would like us to give you a ballpark cost estimate for your CRM implementation get in touch through our contact form.

What our clients say

Our reviews

Our clients love our CRM. Here's what working with The Garden feels like.

What I love about working with The Garden is that there's this real transparency in how we work together. The team are not afraid to let us know if there's something we can do better. I'd definitely recommend The Garden, the value you will get out of them will be incredible.
Maxine DareGeneral Manager, Marketing & CX, Simonds Homes
4.9 star ratingBased on 47 reviews
Inside The Garden's Melbourne studio

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