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CRM & Email Marketing

Used properly, a customer relationship management system, or CRM, makes your customer data work for you. CRM can grow your business in the background, by keeping in touch with customers and nurturing them down the funnel.

Reach Your Customers & Harness Your Data

Whether you need to replace an existing CRM or you’re a first-timer, navigating the options and best practices can seem overwhelming. Our marketing automation team works to understand your needs and create an actionable implementation plan that will fully integrate your CRM with the auxiliary efforts of your sales team.

Our Process

What’s the process? We’re glad you asked.

  • Establish: Evaluate, down-select, and implement appropriately sized & capable platforms
  • Collect: Gather and build a warehouse of first-party customer data
  • Segment: Sort customers based on their value and relevance of associated data points
  • Analyze: Analyze the journeys that customers take to purchase/engage
  • Create: Tailor messaging, creativity, tactics, and workflows
  • Trigger: Deliver messages to the right people at the right time and place
  • Scale: Combine customer and web data to inform future recommendations

Following this path, your sales process, customer service, and retention efforts are streamlined, saving you time and resources.