CRM Management
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CRM set up
Whether you need to set up a CRM from scratch, or you're looking to transition away from an outdated solution, or even if you just want to make the most of the system you have - it can be a lot of work. I can take the pain out of the process - whatever your challenge is. With years of experience in database management, I'll make sure you get set up with a long term solution to your data management challenges. Data cleansing It's so easy for a database to become polluted with bad or unreliable data. I'll help you dedupe, delete and consolidate your data from a mess into a finely honed machine to drive your marketing forward. Data gathering Collecting qualified leads and gathering data on your customers is one of the biggest challenges a marketer faces. Working closely with you, I will help you build a multi channel approach to your top of funnel lead development, and help you identify key pieces of information that will enable you to convert leads to customers more effectively. Process automation As we all constantly face pressure to do more with less, automation is a key element of maximising your productivity. I'll help you identify solutions and processes that will help you minimise your time investment while maximising your return on investment. |
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CRM Training
Having a well-configured CRM system is only the first step - ensuring your team can use it effectively is crucial for success. I offer comprehensive training sessions tailored to your team's expertise level, from basic setup to advanced automation workflows. With experience across multiple CRM platforms including Hubspot, ThankQ, Progress, and SAP, I can help your team master the tools they need to manage customer relationships effectively.
Performance Monitoring
Getting the most from your CRM requires ongoing monitoring and optimization. I'll help you set up meaningful reporting systems that track key metrics and provide actionable insights. From customer lifecycle analysis to lead conversion tracking, I'll ensure you have the data you need to make informed decisions about your customer relationships and marketing strategies.
Integration Management
Modern CRM systems need to work seamlessly with your other business tools. I can help you integrate your CRM with your marketing automation platforms, e-commerce systems like Shopify, and other essential business applications. By creating a connected ecosystem, you'll eliminate data silos and create more efficient workflows across your organization.
Compliance and Data Protection
Maintaining GDPR compliance while maximizing the value of your customer data is a delicate balance. With practical experience in solving compliance challenges and protecting vulnerable individuals' data, I can help you implement robust data protection processes that keep you compliant without compromising your marketing effectiveness.
Strategic CRM Development
Your CRM should evolve as your business grows. I'll work with you to develop a roadmap for your CRM's future, identifying opportunities for enhancement and expansion. Whether it's implementing new features, improving user adoption, or scaling your systems to handle growth, I'll help ensure your CRM continues to drive value for your business.
Having a well-configured CRM system is only the first step - ensuring your team can use it effectively is crucial for success. I offer comprehensive training sessions tailored to your team's expertise level, from basic setup to advanced automation workflows. With experience across multiple CRM platforms including Hubspot, ThankQ, Progress, and SAP, I can help your team master the tools they need to manage customer relationships effectively.
Performance Monitoring
Getting the most from your CRM requires ongoing monitoring and optimization. I'll help you set up meaningful reporting systems that track key metrics and provide actionable insights. From customer lifecycle analysis to lead conversion tracking, I'll ensure you have the data you need to make informed decisions about your customer relationships and marketing strategies.
Integration Management
Modern CRM systems need to work seamlessly with your other business tools. I can help you integrate your CRM with your marketing automation platforms, e-commerce systems like Shopify, and other essential business applications. By creating a connected ecosystem, you'll eliminate data silos and create more efficient workflows across your organization.
Compliance and Data Protection
Maintaining GDPR compliance while maximizing the value of your customer data is a delicate balance. With practical experience in solving compliance challenges and protecting vulnerable individuals' data, I can help you implement robust data protection processes that keep you compliant without compromising your marketing effectiveness.
Strategic CRM Development
Your CRM should evolve as your business grows. I'll work with you to develop a roadmap for your CRM's future, identifying opportunities for enhancement and expansion. Whether it's implementing new features, improving user adoption, or scaling your systems to handle growth, I'll help ensure your CRM continues to drive value for your business.