Expert CRM, AI & Marketing Solutions for Your Business
We transform businesses with tailored solutions.
Expert CRM, AI & Marketing Solutions for Your Business
We transform businesses with tailored solutions.
About Stratiform Consulting
About Us
Nestled in Melbourne's Eastern Suburbs, Stratiform Consulting is a boutique firm dedicated to transforming how businesses connect with their customers. As a leading CRM consultant in Melbourne, we specialise in CRM solutions and marketing strategy, providing the clarity, structure, and insight necessary to turn customer relationships into your most valuable asset.
In a world of complex technology and fleeting trends, we believe in a foundational approach. We help businesses build layered, robust, and enduring customer frameworks. Our tailored strategies ensure your marketing automation efforts and CRM investments deliver measurable, sustainable growth.
Our Leadership
Guiding our vision is our CEO, Mark Wheeler. With over 35 years of deep immersion in Sales, Marketing, Management, and CRM, Mark brings a wealth of practical wisdom and strategic foresight to every engagement. His career-long passion lies in simplifying complexity and empowering teams with the tools and processes that genuinely drive revenue and strengthen customer loyalty.
Under Mark's leadership, our team combines this decades-spanning expertise with a boutique’s personalised attention. As your dedicated partners, we focus on the Australian business community while being equipped to tackle modern challenges with a global perspective.
Our Clients
Our Partners
Services
CRM - Salesforce
Salesforce Admin - Offsite
Salesforce Admin - Offsite
CRM Solutions that Actually Deliver
We help businesses get more from their CRM - whether you're implementing for the first time, optimising an existing org, or ready to explore what AI can do for you.
With over 100 enterprise implementations across Sales Cloud, Service Cloud, Health Cloud, Field Service, plus Dynamics, HubSport and SugarCRM
CRM Solutions that Actually Deliver
We help businesses get more from their CRM - whether you're implementing for the first time, optimising an existing org, or ready to explore what AI can do for you.
With over 100 enterprise implementations across Sales Cloud, Service Cloud, Health Cloud, Field Service, plus Dynamics, HubSport and SugarCRM, Stratiform Consulting brings deep platform experience to every engagement.
Salesforce Admin - Offsite
Salesforce Admin - Offsite
Salesforce Admin - Offsite
Keep your Salesforce org running at its best - without the cost of a full-time resource. Our offsite administration service gives you access to experienced Salesforce expertise when you need it, handling everything from user management and configuration changes to reports, dashboards, and ongoing optimisation.
Wether you need a few hours
Keep your Salesforce org running at its best - without the cost of a full-time resource. Our offsite administration service gives you access to experienced Salesforce expertise when you need it, handling everything from user management and configuration changes to reports, dashboards, and ongoing optimisation.
Wether you need a few hours a month or regular weekly support, we flex to fit your business - so your team stays productive and your org stays healthy.
AI Agent Design
Salesforce Admin - Offsite
AI-Powered Marketing
Put AI agents to work where it matters most. We design and build intelligent agents tailored to your business - from deflecting support cases before they reach your team, to qualifying leads the moment they arrive, to intelligently dispatching field service technicians in real time.
Every agent we build is grounded in your data, your pr
Put AI agents to work where it matters most. We design and build intelligent agents tailored to your business - from deflecting support cases before they reach your team, to qualifying leads the moment they arrive, to intelligently dispatching field service technicians in real time.
Every agent we build is grounded in your data, your processes, and your outcomes - connecting to your existing systems, whether that's Salesforce, Microsoft, Google or something else entirely. Real automation that delivers results, not just an impressive demo.
AI-Powered Marketing
Salesforce Admin - Offsite
AI-Powered Marketing
Great marketing doesn't have to choose between cutting-edge and proven. We blend the power of ASI-intelligent automation, personalised campaigns, smart segmentation, and AI-driven lead nurture, with the fundamentals that have always worked: clear messaging, the right channels, and a strategy built around your customer.
Whether you're look
Great marketing doesn't have to choose between cutting-edge and proven. We blend the power of ASI-intelligent automation, personalised campaigns, smart segmentation, and AI-driven lead nurture, with the fundamentals that have always worked: clear messaging, the right channels, and a strategy built around your customer.
Whether you're looking to automate your marketing workflows, reach new audiences, or simply get more from what you're already doing, we help you build a marketing approach that's both modern and grounded.
Melbourne Legacy (Case Study)
Industry
Non-Profit – Veteran Family Advocacy
— Jo Moloney, CEO, Melbourne Legacy
“Stratiform built us an industry-leading Salesforce platform... empowering our team to make faster, smarter decisions every day.”
The Challenge: A Critical Implementation Off Track
Melbourne Legacy’s mission to support veterans' families was being hampered by a Salesforce implementation that had lost alignment with their complex, compassionate workflows. Brought in at the midway point, Stratiform was tasked with a critical rescue mission: to realign the existing partner with the business objectives and steer the project toward success, ensuring the platform would ultimately serve their unique operational needs.
Our Strategic Solution: Long-Term Partnership for Deep Alignment
After a strategic transition from the initial implementation partner, Stratiform engaged in a long-term consulting partnership. This allowed us to deeply embed within Melbourne Legacy’s operations, moving beyond a simple fix to a true collaboration. We focused on understanding their nuanced processes, building trust, and co-creating a Salesforce org that was not just functional but perfectly tailored—an ecosystem renowned for its accuracy, intuitive ease of use, and inherent flexibility to adapt as the charity’s focus evolves.
The Measurable Impact: Trust in Data, Excellence in Engagement
The success of the platform is defined by its daily use and the trust the team places in it. Melbourne Legacy maintains an exceptional 91% user engagement score, a composite metric tracking active adoption, data quality, and system reliance.
- Industry-Leading Platform: Built a system recognised throughout the national Legacy family for its superior alignment and utility.
- Impeccable Data Integrity: Created a single source of truth, ensuring staff can access trusted information on demand.
- Sustained User Adoption: Achieved and maintained a 91% user engagement score, proving the solution is both essential and user-friendly.
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