CRM & Marketing Automation

If you could take a detailed photo of the very soul – the guts – of your business, you’d likely discover a chasm between the major organs known as sales and marketing. Surprising, right? The truth is that and marketing departments are not in sync. And at the risk of sounding blunt, you cannot get where you’re going unless you know how to get there. (Put that iPhone down. You really can’t.) Our agency offers a roadmap in the form of marketing automation and CRM strategy, both of which are elemental to successful digital marketing. Our CRM and marketing automation services help you organize data, nurture leads and ultimately to drive sales.

We work in various capacities in conjunction with CRM strategy and marketing automation. If you’ve already got a CRM system or marketing automation platform in place and are just looking to enhance your efforts or increase adoption, we’ve got you covered. On the other end of the spectrum, if you’re working off Excel sheets and your email marketing campaigns amount to little more than hitting the “send” button now and then, Rebels are here to support you every click of the way.

Our support services include:

  • CRM and Marketing Automation Strategy
  • Helping determine which platform meets your overall business objectives
  • Leveraging the CRM and/or marketing automation platform you currently have in place and identifying ways in which you can enhance performance to drive business objectives.
  • Developing workflows
  • Content strategies
  • Segmentation strategies
  • CRM / Marketing Automation Platform Implementation
  • System set-up
  • Content development
  • Business rules
  • Campaign setup
  • Ongoing Support
  • Ongoing content and campaign creation
  • Reporting/Optimization