What we can offer you
With an experienced team, we can offer you a range of services to suit your CRM needs and complete your project
Using our experience of over 40 projects to help you and your business get the most out of your CRM System. This can include:
Reviewing your data
Reviewing your configuration setup for efficiency
Strategic and archiving advice
Training a super-user
We can offer a package of tailored training solutions to best meet the requirements of your business, from training your new Data Stewards, to upskilling your existing staff.
Interim CRM Staffing
Supporting your team in-between hires to keep your CRM System functioning at its best until your new team member joins.
"Data Steward Plus"
Advanced Best Practice Advice relating to Data Quality, including:
Answering superuser questions
Setting up recommended searches
Hands-on work in the system
Implementing archiving processes
Expert-level ticket, cleansing, Data Change Management support to establish data integrity, properly format and bring your database up to date.
Boutique cleansing for your project: updating lists of contacts for a mailing, event or just to keep your most important contacts current and relevant.