Drive sales and marketing effectiveness with optimised CRM and marketing automation

Photo by Austin Distel on Unsplash

Marketing and Sales Technology Optimisation

Many companies invest heavily in customer relationship management (CRM), supporting sales enablement and marketing automation applications but have never optimised their use of them. 

A well implemented CRM and sales and marketing technology stack increases marketing and sales efficiency, improves communications between departments, encourages desirable sales behaviours and allows for easy reporting on many marketing and sales metrics. 

However, many businesses don’t optimise their investment in their technology because they don’t know what it is capable of doing for them. Working together with your teams and your application providers we can help you optimise your CRM so that it:

  • Supports your marketing and sales processes
  • Reflects your sales funnels
  • Provides easy access to the reports and data you need to grow your business

Marketing and sales technology optimisation methodology

The process typically includes:

  • Workshops and interviews with selected members of your marketing, sales and sales operations team to understand their use of and needs from your technology
  • Development of an optimisation plan to summarise the recommended changes and a review of the proposed changes
  • Briefing meetings with your application suppliers and a review of their proposed work, timelines and fees
  • Review with you at each stage of the implementation process
  • A final review after implementation with selected members of your team with a written summary of any remaining gaps and additional suggested changes
photo of a computer screen showing marketing and sales technology in use
Photo by Sarah Pflug from Burst

Marketing and sales technology optimisation

  • Working with your technology provider we will ensure that they configure and modify your CRM, sales support and marketing automation systems to fully support your sales and marketing strategy
  • You will have a comprehensive plan of recommendations for changes to ensure that your technology is better placed to drive your business growth
  • Oversight of the implementation of the proposed changes

My 5-point Client Satisfaction Promise

  1. Your sales and marketing technology stack optimisation plan will be customised to your business and its unique challenges.
  2. Your investment and your payment schedule will be clear. If I can save you money by using what you already have, I won’t reinvent the wheel.
  3. We’ll discuss, agree on and document each step in the process. If I need you to pull together data or documents I’ll ask you before the relevant step begins.
  4. The work plan will comprise a number of milestones that will be clearly identified. We’ll review the project at the end of each milestone so that you can regularly evaluate the progress of the project.
  5. Sometimes the unexpected happens. If something extra is requested or required I’ll ensure you’re fully informed about the implications before you commit.

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