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Improve Capability, Integration and Cut Costs by up to 80%

Businesses rarely change CRMs because they stop working. They change when the system no longer fits how the business runs.

Review your current set up to investigate:

  • Options to reduce CRM cost but keep functionality
  • Better integration of tools across the tech stack
  • Deliverability issues impacting performance
  • Automation of sales, marketing and workflows
  • Reporting and Dashboard creation
  • Training & User Enablement
  • Ongoing Support & Optimisation

Recently we reduced a client’s CRM costs by 80 percent per month without losing core functionality.

Walk Digital helps businesses get more value from their CRM by integration with the rest of their tech stack. We focus on improving data flow, automation, and tracking across marketing, sales, and ecommerce systems.

Let’s see what we can do for you?

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How Can a CRM Consultant Improve Performance and Increase ROI?

Many businesses reach a point where their CRM cannot deliver the automation, tracking or integrations they now need.

Meanwhile costs skyrocket without providing increased value.

Our CRM experts look at costs and functionality across your business.  It identifies functionality gaps, integration issues and data flow across your systems.

This often uncovers opportunities to consolidate tools that overlap in purpose and better achieve your goals.

The result is a CRM that is easier to manage, costs less to run, and supports measurable growth.

Platforms We Work With

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activecampaignhubspotklaviyosalesforcezapiermailchimpgohigh levelzohoshopifywoocommercemetagoogle
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Our Process

Work directly with a senior consultant who understands CRM strategy and digital marketing, ensuring your solution achieves your specific goals.

  • 1Audit, Measurable Outcomes and Goal SettingWe review your current CRM, integrated platforms, costs, automation, and data quality, then define clear, measurable goals based on what you want to improve, reduce, or scale.
  • 2Design, Implementation and IntegrationGet More Enquiries
    We design and implement a CRM setup that solves the identified problems, streamlines your tech stack, improves automation and tracking, and integrates cleanly with ecommerce, marketing, and other systems.
  • 3Training and Ongoing Support
    We train your team how to use the CRM properly and can provide ongoing support to maintain adoption, optimise performance, and adjust as your business changes.

Having Worked With The World’s Top Brands, Our Australian Team Now Focuses On Small Business Growth

Our mission is to provide small to medium sized businesses access to high-level strategies and advanced marketing techniques that are typically reserved for top global brands.

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Results our Clients Have Achieved

Our goal is to add value at every stage of your growth. If we believe we can't help you, we'll be honest and offer advice on how to prepare for the next stage of your growth journey

718%

Increase in New Sales

718% increase in new sales through Google and Social Media advertising, personalised content, advanced ad optimisation, data-driven custom audiences, and a proven lead acquisition framework.

4,000%

Increase in Revenue

Achieved a 4,000% revenue increase by utilising Google and Social Media advertising, lead magnets, and creating an automated customer journey that delivered personalised messages at the perfect time.

800%

Increase in Email Database

A huge 800% increase in email database in just 6 months. Achieved by creating a series of engaging stories, Google and social media ads, and promotional offers to drive acquisition and user sharing.

"Walk Digital's expertise helped us to take a small side project to an Australia-wide business with millions of dollars in product sales in our first year."

Their focus on return on investment and expertise in social media and digital advertising is outstanding.

Kait
Kait

Owner & Founder
The Play Projects, Therapy At Home & The Play Way

"I would recommend Walk digital to anyone serious about growing their business."

The percentage increase in leads and sales was significant in the first month and kept getting better. Thanks again to the Walk Digital team.

Adam
Adam

Owner & Founder
Slab Culture

"Our database increased by over 800% and she created an online community of engaged fans."

Georgia was instrumental in introducing new marketing initiatives that increased our home entertainment revenue and profit.

Louisa
Louisa

Head of Sales
BBC Worldwide

Get a free 30-minute strategy setting session and see how we can help you

We will get an understanding of your business needs and goals so we can recommend the best solution

What Makes Us Different From Other Agencies?

Absolutely No lock-in contracts!

Our strategy-first approach allows you to choose between self-implementation or having it done for you by our expert team.

We Thrive in Challenging Industries

Our expertise comes from thriving in fiercely competitive industries, where we've successfully increased Return On Ad Spend year after year.

Direct Involvement from Founders

Our Founders are deeply involved in your business's success, ensuring you receive experienced & dedicated support. You’ll never be left with a junior.

Proven Revenue-Growth Strategies

We use proven strategies that have successfully taken companies from zero to one million in revenue. We strive to maximise the return on every dollar spent.

FAQ

When should I consider migrating to a new CRM?

You should consider a CRM migration if:

  • Your current system cannot support automation or integrations
  • Your data is fragmented or unreliable
  • Your team is using workarounds or manual processes
  • You cannot track marketing ROI or customer journeys

A migration is not just a system change. It is an opportunity to fix data, improve structure, and increase performance.

What does a CRM migration involve and why does it matter?

A CRM migration is more than moving data. It is a full system rebuild to improve performance.

This includes:

  • Cleaning and structuring your data
  • Mapping how information flows across systems
  • Rebuilding pipelines and automation
  • Ensuring tracking and reporting are accurate

Done correctly, migration improves data quality, visibility, and conversion performance.

Can you migrate our data without losing information?

Yes. A structured migration process ensures:

  • Data is backed up before migration
  • Fields are mapped correctly between systems
  • Duplicate and outdated records are removed
  • Testing is done before going live

Data quality is often improved during migration, not just transferred.

What CRMs and platforms do you work with?

Most CRM consulting agencies work across platforms such as:

  • ActiveCampaign
  • HubSpot
  • Klaviyo
  • Salesforce
  • Zoho
  • GHL
  • Mailchimp and other automation tools

The approach is platform-agnostic. The right CRM depends on your business model, data needs, and growth goals.

What problems with CRM performance do we help solve?

CRM consulting solves issues such as:

  • Disconnected systems and data silos
  • Poor lead follow-up and missed opportunities
  • Low email engagement and conversions
  • Lack of visibility across the customer journey
  • Inaccurate or incomplete reporting

The goal is to create a single, connected system that drives growth.

How long does a CRM migration or optimisation take?

Typical timelines:

  • CRM optimisation: 2-6 weeks
  • Migration and rebuild: 4-12 weeks
  • Full customer journey and automation setup: 12 weeks

Timing depends on data complexity, integrations, and automation requirements.

Why is my current CRM not delivering results?

Most CRMs underperform because they are not fully connected or structured properly.

Common issues include:

  • Disconnected platforms (ads, website, CRM not aligned)
  • Poor data structure and segmentation
  • Missing or broken automation
  • No clear visibility across the pipeline

Without a connected system, leads are lost, follow-ups are delayed, and performance is limited.

How do CRM integrations improve performance?

Integrations connect your CRM with your:

  • Website and forms
  • Advertising platforms
  • Email and automation tools
  • Sales systems

This creates a single, connected system where:

  • Data flows in real time
  • Automations trigger based on behaviour
  • Reporting reflects actual performance

Without integration, your systems operate in silos and limit growth.

How does CRM automation increase conversions and revenue?

Automation ensures every lead and customer is followed up at the right time with the right message.

This includes:

  • Lead nurture sequences
  • Behaviour-based email and SMS flows
  • Re-engagement campaigns
  • Post-purchase and upsell journeys

When automation is connected to real data, it reduces missed opportunities and increases conversion rates.

What problems does a connected CRM system solve?

A properly structured CRM system solves:

  • Lack of visibility across the customer journey
  • Missed or inconsistent follow-ups
  • Disconnected marketing and sales activity
  • Inaccurate or incomplete reporting
  • Manual processes slowing down your team

It replaces fragmented systems with a single source of truth.

Do we need to change CRM platforms or can we improve what we have?

In many cases, your current CRM can be improved.

The priority is:

  • Fixing structure and data
  • Connecting systems properly
  • Improving automation and reporting

Platform changes are only recommended when your current system limits growth.

What results should we expect from CRM optimisation?

A well-implemented CRM system leads to:

  • Higher lead-to-customer conversion rates
  • Improved email and automation performance
  • Better visibility and control across the funnel
  • More accurate reporting and decision-making
  • Increased revenue from existing traffic and leads

The impact comes from connecting systems and improving how they work together.

How do I know if my CRM system is costing me revenue?

Signs include:

  • Leads not being followed up consistently
  • Poor visibility on where deals are stuck
  • Low email engagement or conversion rates
  • Disconnected reporting across platforms
  • Manual workarounds by your team

If your systems are not connected and automated, revenue opportunities are being missed.

What to Consider if you Are Thinking Of Changing CRM

Check out this article to learn more about how you can save time and money

Read Now

Key Features We Help You Master

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Get More Recommendations and Reviews with Automation

Increase recommendations on social media, reviews and referrals with an automated advocacy sequence post-purchase.

Track Your Contacts Through the Sales Funnel

Use Site Tracking to see exactly what your contacts are doing so that you can follow up at the exact right time to increase your conversion from leads to paying customers.

Every login, play, and click is tracked to the contact.

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CRM - Prioritise and Automate Sales Tasks

Automatically notify your sales team and assign tasks when a lead is getting hot using lead scoring.

Start a conversion email automation sequence when a lead reaches a set score.

Conversion Tracking and Advertising ROI

See which activities are delivering you more leads and sales with attribution to make better business decisions.

Is social media or search more profitable?
What email campaigns are converting?

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activecampaign

e-Commerce Deep Data Integration

With ActiveCampaigns it’s easy to increase customer lifetime value using automated sequences to drive purchase based on current or past purchases, browsing or cart additions.

Get A Quick Quote or Learn More About Working Together?

Reach out to us with what you need help on, we’d love to hear from you.