You might discover a chasm between the major organs known as sales and marketing. Surprising, right?

The truth is, sales and marketing departments aren’t always in sync. CRM and other marketing automation systems are intended to align those areas and unite customer data with customer engagement. But, if you were to poll a group of executives they’d probably tell you they’re not sure if their current systems are really bridging the gap. Given the amount of time and money involved in selecting, purchasing and implementing a CRM or marketing automation system, it’s crucial to have a plan – and a partner.

We work in various capacities supporting CRM strategy and marketing automation. If you’re looking to purchase a CRM system, we can help you wade through the various options and provide a non-biased opinion that aligns with your goals. Once you’ve selected a system, we can help with implementation, integration and even tweak and augment capabilities. If you’ve already got a system and are just looking to enhance your efforts or increase adoption, we’ve got you covered there too. We’ll prepare a roadmap to help you organize data, nurture leads and ultimately drive sales. We can also help you evaluate plug-ins or custom programming which may propel the success of your existing platform.

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, that’s ok too. We can help evaluate ways to streamline and integrate those processes. Regardless of your level of automation, 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 existing CRM and/or marketing automation platforms 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

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