Investing in marketing automation tools is the first step to streamlining your marketing efforts and making them more successful.
Our certified consultants use their years of experience to assess your needs and actualize results. With any product implementation, our goal is to put all the essential pieces in place so you can move forward with powerful, customized solutions.
The discovery process is similar for all the automation tools we assist with. When you fill out our contact form, we schedule a meeting with you to determine the scope of the project. We’ll take time learning the current challenges and specific pain points you’d like addressed through our services. We’ll also collect basic information, including:
Once we’ve assessed your needs, we’ll provide you with a detailed Statement of Work. Upon your review and completing contracts, we can set up a kickoff call to collect login information and any other existing collateral or information needed. Your security is a priority, so we gladly comply with any protocols necessary. Then, we get to work!
What We Do
Every client has different needs, so we customize each project to maximize impact on their results. The lists below include common requests but are not limited to just these items. During our discovery call, we’ll work with you to meet each of your specific needs.
Our implementations provide you with the tools you need to quickly ramp up sophisticated email marketing campaigns, manage lists, and drive more qualified leads into your funnel. We can help with:
- Email templates
- Email preference pages
- Email distribution lists
- List cleansing rules
- Drip programs
- Web forms
- Email and web tracking
- CRM integration (including Salesforce)
- Data migration
Create powerful relationships with clients and increase meaningful engagement by customizing how stakeholders access information enforcing workflows to streamline communication processes. We can assist with:
- Custom fields
- Custom objects
- User permissions
- Sharing rules
- Workflow rules
- Data migration
Set your goals, and then, achieve them! With easy access to insightful data visualizations, you can make better strategic decisions and align key stakeholders based on compelling, actionable information. We’ll help with:
- Identifying Key Business Requirements (KBRs)
- Identifying key metrics
- Developing a data connection strategy
- Setting up data connections
- Data transformation
- Setting up initial dashboards
Other Things We Can Help With
We don’t just give you the hammer and nails and leave you to build a house on your own. Our consultants are skilled trainers that can show your team the ropes. We provide:
No matter what level of experience with marketing automation tools, we can get you up to speed and executing successful campaigns in no time.
Just because you can do something doesn’t mean you should. We’ll provide you with tips of the trade to ensure each of your actions is positively impacting your ultimate goals.
Whether you don’t have the time or comfort-level, our consultants can handle ongoing management of your campaigns and/or tools to take the responsibility off your plate.