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.
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.
