Is your CRM helping you grow, or holding you back?
A senior-led assessment of your HubSpot, Salesforce or hybrid CRM, with prioritised recommendations.
Applications are subject to qualification and acceptance. Applying doesn't use a place; one is allocated only when your application is accepted.
The annual allocation resets each January.
Apply for the Complimentary Assessment →An experienced second opinion on your CRM.
For businesses running HubSpot, Salesforce or both.
- Set-up and adoption. How the platform is configured and how your teams use it.
- Data. Quality, structure and ownership of your customer data.
- Automation and integrations. What is connected, what is manual, and what is fragile.
- Reporting. Whether leaders can see what they need to run the business.
- What you receive. Prioritised recommendations: what to fix first, and what can wait.
Apply for the Complimentary Assessment.
A limited number of complimentary assessments are offered each calendar year. Applications are subject to qualification and acceptance, and applying doesn't guarantee a place.
- 01. Apply. Tell us about your business and your CRM.
- 02. We review.We check eligibility and whether a place is available this year.
- 03. We confirm. A place is only secured once Trexo confirms it with you.
Thanks, your application has been received. This is not a confirmation of a place. We'll review eligibility and availability, and contact you either way.
Something went wrong and your application was not sent. Please try again, or email team@trexogroup.com.au.