Services

CRM & Marketing Automation Consultancy and Onboarding.

CRM & Marketing Automation Strategy and Planning

Support can be varied by your needs and includes:

CRM Strategy and Planning
Audit, review and deliver customer or buyer’s journey, customer communication plan and segmented customer communications
Automating your marketing
Support for Higher Education Universities, Further Education Colleges or Schools to choose a new CRM or Marketing Automation platform. For more information see Discovery Survey for Education

CRM Programme Direction

Oversee and manage your new CRM Programme to deliver your business objectives whether it’s optimising an existing system or implementing a new one.

Consultancy and support services can include:

Managing Stakeholders and internal teams
Managing Suppliers
Ensuring the system supports the business objectives

HubSpot Implementation and Onboarding Services

Strategic advice and onboarding services to get your marketing, sales and servicing teams up and running in HubSpot:

Forms and Landing Pages
Custom Properties and Values
HubSpot CRM
Communication Workflows
Segmentation
Integrations with tools such as GoToWebinar
Email and SMS campaigns
Dashboards and Reporting
List creation and management
Migrating and Importing data
Supporting documentation
Deals and pipelines
Lead Scores
Templates and snippets
Data structure
Training and Support via online or classroom sessions

If you are a University, School or College and would like support with CRM or Marketing Automation system, please see Student Recruitment CRM

Training & Support

Training and Support designed around your needs and delivered online or in the classroom (location depending) and can include strategic and technical ‘how to guides’. Examples of previous training sessions include:

What is CRM and how can it support your business
What is Marketing Automation and how can it support your business
‘How to’ step-by-step technical training for HubSpot marketing

Get in touch for further information