CRM & Marketing Automation

We invest time to understand how your company acquires new customers by working with your sales and marketing teams and all the tools that they use.  Our process typically begins by establishing KPIs and developing a blueprint of the strategies and tactics central to marketing investment and new revenue.  We analyze funnel dynamics, recommend segmentation approaches, suggest inside sales reach strategies, and deliver best practice data hygiene and nurture guidance to maximize reach.

We are hands on, operational experts in measuring sales and marketing executive performance as our principals are former CMOs with experience in the trenches.  We provide answers and solutions to the ‘how’ questions across the organization and specialize across the technology ecosystem of inside sales, CRM, marketing automation, and digital marketing for new customer acquisition.