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DISCOVERY

discovery
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Based on your future business goals, current tracking and CRM tools we’ll identify the ideal platform for time-saving efficiency and improved conversion rates.
  • Research current systems, usage and costs
  • Identify current and future business needs
  • Understand current marketing processes and requirements
  • Identify any Operational integration; Billing, Legal, Finance
  • Map all data flows throughout your organisation
  • Build new and improved user journeys
  • Create automated workflows specific to your business neeeds
  • Data migration planning
  • Assess existing marketing compliance and provide gap analysis
  • Create a Recommendations Report containing the outputs from the Discovery phase

WE NEVER TAKE A ONE-SIZE-FITS-ALL APPROACH BECAUSE EVERY BUSINESS IS DIFFERENT.

NEED HELP CHOOSING THE RIGHT CRM? 

Don’t know where to start with choosing a CRM? Choosing the right CRM or marketing automation platform gives you better sales conversion and saves time and money.