CRM Strategy

So you’ve got a CRM? Cool! Now…is your team using it correctly and to its full potential? Your CRM can be a powerful tool when managed and optimized. And when it’s not, you risk everything from customer data corruption to email blacklisting — UH OH.

We’re going to make sure that doesn’t happen though! It starts with data hygiene and standard use practices. Then fold in the necessary platform integrations, like your website and social channels. Finally, we’ll devise thoughtful audience segments and a communications plan.

Technical Management

  • System setup evaluation and recommendations
  • Contact data evaluation and recommendations
  • API and integrations review and troubleshooting (as needed)
  • Digital document library on standard operating procedures (SOPs) and best practices, including GDPR and CAN-SPAM compliance
  • Team training on SOPs and best practices for daily use

Automations & Communications

  • Audience analysis and segmentation strategy
  • Behavior metrics analysis and reporting (as available)
  • Branded communications strategy and templating
  • Automated email campaign strategies and setup