CRM Advisory

CRM Advisory Service

We are digital CRM Experts. We help our clients create a proven strategy to build upon existing CRM investments.


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, Process, and Systems will have to be addressed as a 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

Are you getting the best out of your CRM solution? We have helped many customers with our audit offering. This has provided some very useful insight and in some cases massive savings on account of optimising software license usage.

We have a systematic and detailed approach as audit process is carried out. Our customers find that our audit report provides a good view of the opportunities available to leverage their existing digital foundation.

In addition to this our ‘Automation to Intelligent Automation’ offerings can help identify machine learning and artificial intelligence use cases which can provide tremendous competitive benefits and operational efficiencies.

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Success Stories
CRM Case Studies

Case Study

Discover how Gauri is helping Arco to achieve their digital transformation programme involving a large SAP estate and a complex transition to the Cloud across Sales and Service.

Case Study

Discover how The Entertainer, founded by husband and wife team, Gary and Catherine Grant achieved an integrated multi-channel solution to improve their customer service.

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

Five signs that you need a CRM

Five signs that you need a CRM

A CRM (Customer Relationship Management) platform helps you build customer relationships that last. In simple words, CRM software acts as a database of customer interactions that helps businesses better understand the needs and concerns of their customers to provide a...

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