Set a clear destination for your reporting
With a clear goal in sight, we’ll offer our sure hands navigating you towards it. First, we’ll help you put the basics in place. To determine whether they are, we’ll ask you questions like:
What is the fidelity, and integrity, of your CRM data?
What are the data flows between your MA (marketing automation) and CRM?
How are deals recorded in your CRM? For example, if you’re using Salesforce, is the use of Contact Roles standardized?
Then, with the visibility switch on your data and system infrastructure turned full on, it will be time to devise some strategies for measuring your marketing efforts.
We’ll suggest - and help you implement, be it on the marketing system or on Salesforce - the automation rules, the data enrichment tactics, and the principles governing data integrity, to ensure you achieve your reporting goals.