MarTech

CRM and marketing automation audit

We assess the CRM and marketing automation against the business goals, from consent to the customer journey, and prioritise the campaigns and integrations with the most impact.

A CRM with lots of features and little use doesn’t serve the business. We assess the platform, the data and the campaigns and show what to switch on first.

Goal

Get more out of the CRM and marketing automation, with a plan of campaigns and integrations ordered by impact and effort.

Challenges

Badly configured consent, incomplete product data, manual campaigns and numbers that don’t match sales.

• Platform: Scope implemented, consent management and business unit configuration.
• Journey: Discovery, consideration, conversion and retention campaigns.
• Priorities: Effort and impact matrix, from quick wins to API integrations.

Data and tools

The CRM and automation platform, customer and product data, and campaign history.

What you get

An audit report, a priority matrix and a roadmap of campaigns and integrations.

Example

At an energy distributor with more than 60 million customers, we validated the SAP Marketing Cloud plan and prioritised six quick-win campaigns, from welcome to birthday.

Marketing starts working with the same numbers as the rest of the company.