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.