The use of a Customer Relationship Management (CRM) system needs to be woven into the fabric of daily activities for brand marketers and sales teams. Digital marketing success does not end once the lead is generated. For many companies, the nurturing of leads is just as important, if not more so, as is the creation of one.
All too often, companies migrate to the industry leader in CRM and SFA (salesforce automation) but there are lots of inexpensive, cloud based option in the marketplace today. At Drive Action Digital, we help our clients select the platform that best meets their needs. Once a platform is selected, we take on the daunting task of migrating all past data into the new system. This includes a well thought out plan for team member usage and management reporting. We follow all this up with developing the necessary customization and ongoing management of the system. And in many cases, regular training sessions with team members helps keep everything running smoothly.
Tasks for this service include:
- Platform selection
- Exporting of data from legacy system
- Importing and mapping of data into the new system
- Customization of fields, layouts and data selection options
- Building of custom reports for individual team members and management
- Technology integration where applicable
- Development of best practices
- Ongoing reporting and analysis