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Salesforce CRM Refinement

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We conduct platform reviews to identify areas in internal/external compliance breaches, outdated assets, overcomplicated, or infancy level processes. This will help estimate costs, timelines and you’ll also get a feel for the scale of optimisation required.

Clear optimisation strategy

Get a clear view on optimisation changes required on a strategic level, supporting you to resource accordingly based on identified quick wins and high-value impact changes. Necessarily going through a refurbishment process with a sustainable solution designed.

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Streamlined user experience

Optimisation of current practices that may be in breach of legislative requirements. Safeguarding your marketing operations efforts, including improving operational efficiency through advanced automated best practices bringing alignment between marketing, sales, and end-users touchpoints.

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Programme management consultancy

Complete the Salesforce CRM platform review consultancy project with an incremental roll-out plan for delivery requirements empowering you with the conviction you need to pitch and win over internal sponsors.

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Ultimate guide to CRM

A CRM enables you to achieve your various business goals by making it easier to manage and sustain Read more

Buyer’s guide for CRM expert

This guide provides extremely relevant information about selecting, hiring and working with a CRM Read more

Pardot Engagement Studio

Pardot engagement studio is a lead nurturing tool that uses a personalized approach to email marketing. Read more

Discussing Categories of CRM

The vastly accepted classifications of CRM are Operational, Analytical, and Collaborative. Read more

Feel free to pick our brain and get in touch!

Request a free 30minute consultation