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Articles about automation

Oct 25, 2021 11:42:30 AM

Why choosing a CRM can be like buying a car
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Jul 20, 2021 1:54:44 PM

The importance of customer support for CRM success
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Apr 14, 2021 10:38:17 AM

Bright Dials supports Psydro growth thanks to NatWest Accelerator collaboration
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Mar 30, 2021 1:37:29 PM

The importance of data in marketing communications
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Jan 29, 2019 11:06:18 AM

Is your business in a Patchwork?
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We provide CRM consultancy, migration, project management and marketing services including:

01.

DESIGN

  • Research
  • Tech Stack Assessment
  • Assess existing marketing compliance and provide gap analysis
  • Identify current and future business needs
  • CRM Design
  • Customer Journey Mapping
  • Data Assessment
  • Integration Feasibility
  • Migration Planning
  • Platform Demonstrations
  • Platform feasibility analysis
  • Reporting Requirements

02.

BUILD

  • Project Management
  • Data Cleansing + Enhancement
  • Data Migration
  • CRM Configuration
  • 3rd party or Custom API integrations
  • Sales Pipelines and Lead Scoring  
  • User Configuration
  • Workflow and automation build
  • Form build and integration
  • Connect any third-party platforms
  • Tracking, analytics and custom reports
  • Testing, Training and Go Live
  • Email marketing strategy
  • Email verification 
  • Domain warm up

03.

OPTIMISE

  • CRM Strategy
  • CRM Audit
  • Sales, Marketing and Operational Workflow Design
  • 3rd party or Custom API integrations
  • Data segmentation
  • Data Cleansing + Enhancement
  • Email verification
  • Email marketing strategy 
  • Dynamic content configuration
  • A/B testing 
  • Analytics and insight reporting
  • Staff Training
  • System support 
  • User configuration

READY TO TALK?

We’d love to hear from you. Here’s how you can reach us.
CONTACT US
+44 (0)1273 569121