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.