A little bit about us
Our Team of experienced consultants, have over 50 years in the CRM space working with a variety of solutions.
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Richard Milland
Experience
Richard has over 30 years’ experience working with CRM software.
Using the very first version of Act! in his Dandenong based training company, Richard soon realised the value of Contact Management. Now focusing on broader Solutions using Zoho One and Act!. He is a proud winner of seven business development and customer awards for his work with clients.
Richard prides himself on gaining maximum return on investment for the client. His understanding of small business enables him to work closely with the team to achieve results.
Richard believes that there are several stages to a successful implementation. The most important being:
- Understanding the client’s objectives in order to design a system that will achieve their goals.
- Creating templates and reports so that the client can maximise the information recorded.
- Identifying ways of optimising or integrating with other systems – eg. quoting, phone, accounts, campaign management, web sites, mailouts; the list is extensive.
- Importing data from other sources like MYOB, Outlook, other CRM’s and a variety of applications.
- Training – what brings it all together.
- Customising to best fit client need is essential to get the most out of your Customer system.
- Marketing. Make your CRM work for you and get that ROI sooner than later.
As Business Consultant, he ensures that companies get the best out of your CRM, enabling him to deliver great service, and exceed customer expectations.
30+
Years of experience
7
Business Awards
1000+
CRM Solutions
6352
Daily mouse clicks
8
Golf Games per Month
Miquette Abercrombie
Accounting SpecialistMiquette has over 20 year experience in the accounting/finance industry.
Starting in the Banking industry in 1990 her instant attraction for numbers was obvious, Miquette realised this was her niche. She has been invited and attended the ATO panel to help with further development and an understanding for a day in the life of a registered BAS agent and bookkeeper. After over 10 years running her own bookkeeping business realising the vital tool to efficiently and accurately complete the tasks of record keeping is a user friendly software package. The preferred software packages included Xero, MYOB and ZOHO books which help her complete her role in accurate bookkeeping and record keeping to the highest standards for her clients adhering to all governing legislation, code of conduct and privacy act.
Book your 20 minutes FREE CRM Analysis