

Welcome to Challenge That.
We help organisations maximise customer lifetime value by optimising CRM.
Because when all you do is CRM, you get really good at it...
Our Approach to CRM
1Planning
We validate or develop your CRM strategy to ensure alignment to strategic departmental planning, key company KPIs, Objectives and goals
2Process
We help you define your business processes to support your CRM strategy and planned activity in a way both the business and tech teams understand
3People
We help you establish ownership at each stage of the project and each stage of the Customer Lifecycle, sourcing new skill sets if required
4Platform
We review your current CRM capability and match your requirements, proposing a technology solution that can bridge the gaps
Capability Assessment
Discovery Workshop
Key Focus Areas Workshop
The MOVE Methodology
Customer Lifecycle
RACI Model
Requirements Document
Partner Engagement
Gain Clarity, Confidence, and Control
CLARITY
Gain clarity on what the organisation is trying to achieve and determine ownership of all aspects of CRM
CONFIDENCE
Build confidence in your knowledge of CRM and the teams understanding of the approach to CRM
CONTROL
Take control of the customer journeys you are building and the technology that will support them
The most common CRM challenges?
Hint: it has nothing to do with technology.
Ownership
If everyone owns it, then no one truly has ownership or accountability
User Adoption
Teams are not using the CRM tools and have reverted to spreadsheets
Strategy
Missing targets and seeing poor outcomes becuase the stratgey is not clear
Tech Partners
Difficultly in communicating with tech partners to get what you want
Challenge That Pty Ltd
NSW, Australia
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