CRM/Marketing Automation Expertise
Dozens of CRM setups
Team members have set up their fair share of CRMs and can help you organize and optimize yours to ensure setup goes smoothly.
Marketing automation expertise
We have hands-on experience with rich technologies used in enterprise analytics, including packet-sniffing technologies and enterprise platforms.
Proven strategies
We’ve helped several companies streamline their marketing funnels, improving the experience from visitor to customer.
In-depth analytics
We take research seriously and dive deep into the metrics of your CRM and marketing automation campaigns, identifying areas for improvement and providing actionable next steps.
CRM/Marketing Automation Services
01
CRM setup to make sure you have a solid foundation for your CRM and marketing automation platform(s).
02
CRM organization and segmentation to optimize by demographics, location and other important information relevant to your marketing.
03
CRM maintenance and management to ensure your lists are healthy and you don’t have any unneeded contacts or dirty data.
04
Marketing automation strategy so you have a plan and best practices in place.
05
Marketing automation optimization to ensure you’re sending at the right time of day and day of week.
06
Marketing automation management to set up your lead sequences, email campaigns and other marketing automation strategies.
07
Mobile optimization so your contacts on smartphones enjoy a user-friendly experience.
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