CRM + Customer Growth

You don't need a massive CRM platform to make better use of your customer data.

You need to know what you're collecting, why you're collecting it and what you're going to do with it.

This package looks at your existing customer data, CRM and communication activity and identifies how you can turn the information you already have into better relationships, more relevant communications and more opportunities.

What's included

  • CRM and database review

  • Data collection assessment

  • Database structure and cleanliness

  • Segmentation opportunities

  • Customer journey review

  • Email and communication opportunities

  • Content and messaging recommendations

  • Automation opportunities

  • Re-engagement opportunities

  • Recommended CRM processes

  • Practical implementation plan

You'll leave with

A CRM that has a purpose.

You'll have a clearer understanding of your customer data, who you're talking to, what you could be saying to them and how to make your CRM a useful marketing tool rather than a database you occasionally remember exists.

Great for

Businesses sitting on years of customer data, businesses using a CRM but not getting much from it, or businesses still managing customer relationships through spreadsheets, inboxes and crossed fingers.

Add-ons

  • CRM setup or rebuild

  • Database clean-up

  • Segmentation

  • Email campaign setup

  • Automated customer journeys

  • Email templates

  • Ongoing CRM management