You won’t need to sacrifice internal resources, and there will be no disruption to daily operations. We’ll cover everything for you – extracting, cleaning and migrating your data, creating an automated pipeline and providing a full integration and onboarding process on your behalf.
- Identify all data fields and data capture points
- Data import, migration and syncs
- Create clean master source of data
- Build a new customised CRM
- Form build and integration
- Connect any third-party platforms
- Set up tracking, analytics and reporting
- Build pipeline stages and leadscoring
- Create landing pages
- Transfer or Design email templates
- Sync email accounts
- Build workflows and automations
