CRM/ SFA Selection, Implementation and Integration

Empower sales people so they only spend time with qualified accounts.

At the heart of any marketing activity is customer data. In the absence of a customer relationship management (CRM) / Sales Force Automation (SFA), your marketing team is up with a herculean task of collecting data from all over; from all your employees who network with your customers across all possible channels and data quality is bound to be a concern area. Unless the customer data is organized and made available in a systematic manner, it is challenging to utilize it effectively. You will find it difficult to track tasks, record activities, maintain customer history, route leads or draw up reports and forecast revenues to chart your organization’s growth.

We can help you get there faster by helping you selecting the right CRM/ SFA and helping you implement the same. Once the right system is in place, we can help import leads, map data for accurate workflows, and integrate CRM/SFA with marketing automation, messaging, and collaboration platforms for effective execution of your marketing campaigns.

The Marketers Touchpoint team will make sure your system is optimized and configured to produce the reports, populate the dashboards to help you keep track of progress and support your KPIs. We can also help you align sales and marketing teams to amplify the impact of both.

Customer Data Quality Review Services

If you have a marketing strategy in place, but you’re not sure of the quality of the data in your CRM system, it’s time for a review. Whether you’re starting from old records that have been untouched for years, incomplete current data, or you’re working from scratch with a new target list; our data team can help fill the gaps and ensure you have what’s needed to deliver on your strategy and obtain results.

Our services include:

  • Data review
  • Data cleanse
  • Target list build
    • Identify relevant decision makers to fit your target profile
  • Existing list validation
    • Refresh and update your existing target data

If you think your data is letting you down, talk to us. We could help kick start a new lease of life for your data quality and help you achieve better results from your campaigns.

To know more, do call us at +91-8080015500 or Contact Us. We are here to help.