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

Tablet & Coffee

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