CRM Analysis & Optimization

The foundation of every great advertising piece comes down to the data, and this is where your CRM can show its true value.

Optimizing your CRM is the best way to make sure you're appropriately allocating your ad budget and targeting the customers most likely to convert.

We've worked across almost every type of list, system, and management platform. From associations with distinct, highly targeted memberships to global campaigns targeted at millions, we've handled CRM tools at both extremes in a way that improves performance.

• List optimization: Categories indexed correctly
• Conversion tracking: Gtags, pixel setup, attribution models, all can be built from the ground up, mapped to your CRM, and tested for validity
• List management: Qualifying contacts in/out of campaigns
• Automation: Triggers for enrollment, de-enrollment, goal completion, UTMs, and site links
• Lead scoring and attribution: Prioritizing and nurturing the right leads

HubSpot, Salesforce, Marketo, Brevo, Pardot, and more. From custom-built archaic systems prioritizing data privacy to API-integrated AI-enhanced systems that surface analytics automatically.

We'll show you not just what the optimizations are, but how to fully integrate them into your existing system. When your CRM acts according to plan, you're spending less time sorting through erroneous data and more time focusing on converting those that matter.