CRM Strategy and Audit Services

We are digital CRM Experts providing Salesforce and SAP CRM Solutions and Consultancy services.

We have been implementing ERP solutions from the mid-1990s and CRM from the early 2000s. We have gained rich experience and understanding around the art and science of implementing such projects. This collective experience and insight is a valuable asset in Gauri today.

If you are embarking on a CRM journey, moving your existing solution to the cloud, or seeking enhanced value from your existing implementation, then our Subject Matter Experts and Solution Architects will be more than happy to advise you.

CRM Strategy

In today’s world CRM is a competitive necessity. A CRM strategy with a clear objective is the key to success. People, processes, and systems will all be addressed as part of this strategy.

Unfortunately, most CRM implementations are considered a failure. The top two reasons are lack of user adoption and management perceived objectives not being achieved.

Our experienced Subject Matter Experts and Solution Architects can work closely with your team to come up with a strategy and the roadmap for success.

CRM Audit and Health-check Service

Our CRM Health Check provides important insights into three core areas:

  • Software licenses
  • Return on investment
  • Technical debt

It includes a free half-day consultation with our Solution Architects, who can assess your existing solution and suggest the next best action.

If you require a more detailed audit, we can conduct workshops with your technical and business teams, in addition to going through the application code and organisation alignment. We provide a detailed document with our findings and recommendations.

Our advisory service has helped several of our customers leverage the full potential of their CRM solutions while reducing technical debt.

Arun Kumar

Arun Kumar

Practice Head - CRM

Shankar Hariharan

Shankar Hariharan

Director, Strategy and Sales

Case Study

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Are you looking for a CRM partner you can trust? Give us a call or leave a message, and we will get back to you shortly.

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CRM Case Studies

Groupe Atlantic

Read how Gauri implemented one of the largest Salesforce Field Service programme for a leading HVAC manufacturer in the UK.


Read how Gauri helped a leading retail merchant service provider to improve Salesforce adoption within the company and also save significant licensing costs.


Read how Gauri delivered a comprehensive SAP Sales and Service CRM for a leading safety equipment retailer in the UK.

The Entertainer

Read how Gauri implemented SAP CRM for a leading Toy Retailer with complete integration with commerce and service desk. 


Read how Gauri deployed SAP Sales Cloud for Stelrad, a leading radiator brand in the UK, within 9 weeks. Another project delivered on time and budget.


Read how Gauri rapidly deployed SAP Sales Cloud for a specialist manufacturer of high-performance composites in aerospace, globally across 11 countries.

Case Study

Discover how a US based company providing a suite of financial services tools to casinos enabling secure transactions, streamlined card processing and legal compliance.

Case Study

An international organisation with a mission to mobilise a global community of emerging leaders to build the movement for health equity and health equality for all.

Case Study

Marketing cloud implementation for a building material retail organisation in the New Zealand to improve the sales, customer responses and satisfaction.

Case Study

UAE's leading real estate group, delivering luxury residential, commercial and leisure properties needed a state of the art service request management system.


Gauri is a solid partner as they have been through this journey, standing solidly with us through all the ups and downs that a project lifecycle typically goes through. Their deep end-to-end solution knowledge and technical know-how (Salesforce + SAP + Talend) coupled with niche Field Service experience was invaluable. Their ethos and ability to adapt to changing project needs helped us to achieve this milestone jointly in a true partnership.

John Glanville

Chief Information Officer, Groupe Atlantic UK Division

Gauri proved to be a great choice as they had the expert knowledge and supported us at every step on the way. Gauri delivered an initial live system in only 9 weeks.

Michael Johnson

Business Analyst, Stelrad UK

Gauri pulled it together really well. Projects delivered on time and to budget.

Paul Roughley

Director, CMS Distribution UK

2021 Guide to Salesforce Integration

2021 Guide to Salesforce Integration

Salesforce CRM is a fantastic solution for realising your CRM strategy, but it’s a part of a larger enterprise application landscape. Creating an integrated CRM solution through Salesforce integration with backend enterprise solutions such as SAP ERP is essential for...

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