What are you up against?
Ownership and governance: who’s in charge?
Do you know who’s going to own the platform? Do you know who is going to manage and use it, and with what privileges? We help our clients to set and enforce standards and policies, creating a platform that is both highly effective and responsibly controlled.
Working with IT and web teams
The relationship with IT can be testy. We help clarify requirements and soothe IT anxieties, because we understand the thorny problem of working with sensitive data and are ISO-certified to deal with it. We also work alongside IT Integrating tracking scripts and existing forms, and building new forms when required.
Are you starting with dirty data?
The biggest barrier to the success of your platform is the data that drives it. We help you understand what you have and how it can be augmented, enriched and normalized, in order to drive more effective segmentation and targeting.
Thinking through CRM integration
Whether you have a single CRM or multiple systems, you need a standardized data model to enable effective integration. Do you need one-way or two-way sync? How do you define the gold standard of data? Is there a risk of marketing data polluting CRM? We answer the questions, ensuring CRM and marketing automation complement instead of confusing each other.
What about the pilot?
Where do you start? You want quick wins, but you know it’s a long-term investment. We help you decide how to get the project moving, leveraging existing work where appropriate, and deploying new features and functionality at the first suitable opportunity – as opposed to the first week.
Solving the training problem
Most clients start with the ambition of being taught how to fish. We think it also makes sense to stay on the riverbank for a while with you to land the big ones. We combine hands-on training and remote training to bring your people up to speed, but we’re also there to provide ‘burst’ capacity when you need it.