Digital Transformation
How to Give Your Business a Brain and Teach it to Grow itself
Business Automation, Strategy & Advisory
CRM, ERP, RevOps, Operational Automation - How it all fits together. Unifying your business systems, helping you to make more consistent income with less work by making your customers #1.
The world of work is changing at a rapid pace and if you don't have a plan to keep up, you will be left behind. Digital Transformation Strategy & Advisory helps you to prioritise internal development, discover new ways of working, deliver new products and services and be more efficient and profitable.
As a business automation agency and digital transformation consultancy, we combine advisory with hands on automation so the plan on paper becomes the system your team actually uses.
Business Automation
We connect your systems and automate the repetitive work, from the first lead to the final invoice so your team can focus on customers. We are a partner of Zoho, Microsoft and Google.
Business Process Automation
Relaxed Business. Is That Even Possible?
Automation reduces the need for a variety of processes by doing those repetitive activities that you or an employee must manually perform. This concept is one of the most important assets in your business and yet so few people use them. By capturing the right data you can harness the power of automation and give you back your sanity.
Make It Happen
Automated Sales Process
It is imperative that your customers have an amazing experience. They need to get the right information right away. When that happens, you need a system that you can trust to accurately record all your business’s activities so that you reduce duplicate effort and provide the right information to the customer at the right time.
The Sky's The Limit
CRM Automation
The customer is the most important person in your business. Someday hopefully you will have too many customers and you can’t keep up with it all. When that happens you need to have a system that you can rely on to track everything in your business. Share knowledge and information about the customer across your team and effortlessly provide amazing customer service.
Make It Happen
Automated Financial Systems
Get greater visibility of your end to end sales process and put the customer at the centre of everything. A centralised customer information system means you can automate large portions of your business, like your accounting, payables and receivables. Usually an afterthought of sales, accounting processes use the same customer record and a centralised system can help to humanise the financial aspect of the transaction.
Strategy & Advisory
Every transformation starts with a plan that fits your business. We map your business end to end and build a roadmap your team can deliver in stages.
Digitally Optimised Firms Grow 5x Faster
Our clients’ success is the result of a systematic and transparent approach. We partner with our clients and guide them from idea to success. We believe in creating sustainable and scalable business processes.
Continuous Improvement
Always Be Better
It is imperative that your customers have an amazing experience. They need to get the right information right away. When that happens, you need a system you can trust to accurately record all of your business’s activities to reduce duplicate effort and provide the right information to the customer at the right time.
Make It Happen
Education Is Essential
Training your team is essential to success. Sometimes businesses need to reach a level of maturity and work smarter. Throwing people at the problem is no longer the answer.
The Sky Is The Limit
Digital Roadmap
We work with you to design a growth path that is sustainable for your business. We help you to grow at a pace you and your team can handle while still keeping pace with technology and customer preferences.
What Can We Do For You?
Cloud Based
Software Apps
Get advice and guidance on the best tools to use in your business. Highly accessible, secure, fast loading and powerful for your business. We build your ecosystem so it all fits together.
CRM Automation
Systems
Choose the right CRM for your business to optimise your customer relationships and keep them coming back. We help you implement your CRM and get it talking to your other systems.
Whole of
Business View
We look at your business end to end and map out a strategy. Sometimes a change in process can have a dramatic effect on other parts of the business which is why we call it a whole of business view.
Data Driven Business
Data is the new oil, we help you design systems and processes that create data without additional effort and then build meaningful reports from that data.
Team
Collaboration
With more information than ever, help your teams to be more efficient and have transparent and detailed information. Create the cultures and norms of a scale ready business.
Strategy Transformation
Plan to match customer needs with company priorities. Sometimes large changes can break a business. Our approach helps you transform your culture and business.
Our Partners
What Some of our Clients Say About Us
Greg Smith, founder and CEO of Send Handwritten, recommends Relevate to anyone looking to scale their business. Send Handwritten was managing customer relationships with a basic CRM and a series of spreadsheets. Relevate set up Zoho CRM to cover everything from capturing leads to managing client accounts and connected it to their WooCommerce store. The result was better efficiency plus a stronger experience for customers and employees, with a setup that can handle hundreds of clients and keep growing. Greg says he now has time to relax with friends at the beach and he encourages anyone wanting to scale to reach out to the Relevate team.
Click to read the digital transformation work for Quarrico and Go2 Health.
Or browse all case studies.
Frequently Asked Questions
What is digital transformation consulting?
Digital transformation is the reinvention of how businesses operate and deliver value by embedding technology across every function. At Relevate that means mapping your business from end to end, choosing the right software and building a roadmap your team can follow at a pace that suits you.
What is business process automation?
Business process automation uses software to carry out repetitive tasks that people would otherwise do manually, such as capturing leads, updating customer records and raising invoices. Automating these steps reduces duplicate effort and gives your team accurate information when they need it.
Do you offer marketing automation?
Yes. We implement marketing automation alongside your CRM, from email sequences to automated customer journeys, so marketing and sales work from the same customer record.
Where should we start with digital transformation?
Start with a clear picture of how your business runs today and where time is lost. From there we build a digital roadmap that prioritises the changes with the biggest impact and rolls them out in stages. Our free digital readiness test below is a quick way to benchmark where you stand.
Do we need a new CRM or ERP to start?
Not always. Often the first step is connecting the systems you already use so your sales, service and finance teams work from the same customer record. Our CRM consultants help you choose the right CRM or ERP when a change is needed and get it talking to your other systems.
Which cities do you work in?
We have offices in Melbourne, Brisbane, Sydney and Perth and work with businesses across Australia.
How Future Proof Is Your Business?
Does your business stand up to the test and employ all the tactics and strategies of a digital ready business in the fourth industrial age?
Take our free digital readiness test and get a digital skills assessment score so that you can benchmark your business against the new normal.
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