Cludo is a professional services organisation delivering Customer Relationship Management (CRM) strategy and Salesforce solutions. Cludo was established by a like-minded team of Salesforce professionals to deliver exceptional service and optimal Salesforce solutions to clients. Years of experience working with large consultancies highlighted shortcomings in the way many Salesforce solutions are delivered, leading to the collective realisation that there is a better way … the ‘Cludo Way’.

Our focus

We’re all about CRM. That’s it! As such, we are experts in:

  • CRM strategy development
  • CRM strategy execution (roadmap and business case definition)
  • Salesforce CRM solution implementation
  • Salesforce CRM solution optimisation
  • Salesforce CRM change management and training

Our values

Our values ignite the passion that defines us and are at the heart of everything that we do

Markets we serve

We have particular expertise in the following industry sectors:

  • superannuation and wealth
  • insurance and banking
  • telecommunications
  • water and energy utilities
  • retail
  • training organisations
  • services organisations

Who Uses our Services?

We assist organisations by delivering CRM solutions.  We’re typically called upon when an organisation:

  • identifies the need for an improved customer engagement capability but is having trouble getting started
  • needs a plan and a supporting case for improving customer engagement  via a CRM capability
  • demands greater value from an existing Salesforce solution
  • seeks a partner to help implement a new Salesforce solution or extend an existing solution
  • seeks to act quickly to leverage market opportunity through rapid delivery of a Salesforce CRM solution
  • faces overwhelming challenge or crisis delivering its Salesforce CRM project