Agency

Stratiform Business Solutions

MarketingOps

Cross-discipline

Stratiform Business Solutions is a boutique firm based in Melbourne, Australia, specialising in CRM solutions and marketing strategy. They aim to help businesses transform customer relationships into valuable assets through tailored strategies, focusing on measurable and sustainable growth.

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Our read

Section 01

Builds its practice on salesforce alignment, implementation, integrations for growing businesses — ask them directly about team size before committing to a big migration.

“Stratiform Consulting takes a foundational approach, believing in building layered, robust, and enduring customer frameworks for businesses.”
— Directory research note

Value proposition

Section 02

Stratiform Business Solutions, operating from Melbourne's Eastern Suburbs, focuses on helping businesses improve customer connections through CRM and marketing strategies. They offer clarity, structure, and insight to leverage customer relationships, building robust customer frameworks rather than focusing on complex technology trends.

The firm provides tailored strategies for marketing automation and CRM investments, aiming to deliver measurable and sustainable growth. They combine expertise in sales, marketing, management, and CRM, with a focus on simplifying complexity and empowering teams with effective tools and processes.

Core competencies

Section 03

CRM Implementation and Optimisation

Expertise in implementing new CRM systems or optimising existing ones, including platforms like Salesforce (Sales Cloud, Service Cloud, Health Cloud, Field Service), Microsoft Dynamics, HubSpot, and SugarCRM.

Salesforce Administration

Offsite administrative services for Salesforce, covering user management, configuration changes, reports, dashboards, and ongoing optimisation, available flexibly as needed.

AI Agent Design

Design and build of intelligent AI agents tailored to business needs, for tasks such as support case deflection, lead qualification, and field service technician dispatch, integrated with existing systems like Salesforce, Microsoft, and Google.

AI-Powered Marketing

Development of marketing strategies that blend AI-intelligent automation, personalised campaigns, smart segmentation, and AI-driven lead nurture with fundamental marketing principles.

Products & services

Section 04

CRM Solutions: Assistance with implementing CRM systems for the first time, optimising existing organisations, or exploring AI capabilities within CRM platforms.
Salesforce Admin - Offsite: Flexible offsite administration services for Salesforce, including user management, configuration, reporting, and ongoing optimisation, provided on an hourly or weekly basis.
AI Agent Design: Design and construction of intelligent AI agents customised for specific business functions such as support, lead qualification, and field service dispatch, integrated with current systems.
AI-Powered Marketing: Development of marketing approaches that combine AI automation, personalised campaigns, smart segmentation, and AI-driven lead nurture with foundational marketing principles.

Key takeaways

Section 05

CRM Focus: The firm specialises in CRM solutions, particularly Salesforce, but also supports Dynamics, HubSpot, and SugarCRM, with a track record of over 100 enterprise implementations.
AI Integration: They integrate AI into both operational processes through agent design and marketing strategies, aiming for real automation and measurable results.
Service Model: Services range from full CRM implementations and strategic marketing to flexible offsite Salesforce administration, adapting to client needs.
Geographic Focus: While serving the Australian business community, they maintain a global perspective on modern challenges.

FAQ

Section 06

Where is Stratiform Business Solutions located?: Stratiform Business Solutions is nestled in Melbourne's Eastern Suburbs, Australia.
What CRM platforms do they work with?: They work with Salesforce (including Sales Cloud, Service Cloud, Health Cloud, Field Service), Microsoft Dynamics, HubSpot, and SugarCRM.
Does Stratiform Business Solutions offer support for AI?: Yes, they offer services for AI Agent Design and AI-Powered Marketing, integrating AI into business processes and marketing strategies.

Quick facts

Profile: Cross motion · Mid-market / Enterprise · Salesforce · Implementation
Location: Melbourne, Australia
Focus: CRM solutions, marketing strategy, AI
Approach: Foundational, tailored, outcome-driven
Leadership Insight: CEO Mark Wheeler has over 35 years of experience in Sales, Marketing, Management, and CRM.

Researched from stratiform.com.au · 9/7/2026

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