CRM Optimization is a multi-step process to improve the usability of your customer file and implement winning marketing and engagement strategies.  Not all of the following steps may be necessary, but all of them impact your ability to use your CRM system to it's fullest capability:

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• Data Hygiene and De-duplication: a CRM can suffer from duplicate entries, incomplete customer profiles, erroneous or outdated information, etc.  We can fix that.  We can provide a consolidated, fully populated, up-to-date profile for each unique customer in your customer relationship management system.

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• Data Appends: append and validate address, email, phone numbers, and demographics to each customer profile to improve targeting and contactability.

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• Modeling and Segmentation: improve conversion rates and optimize messaging using predictive modeling and segmentation to better identify and target customer audiences. 

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• Sales and Marketing Funnel Optimization:  identify and eliminate friction points in your sales and marketing funnels causing lost sales and cart abandonment.

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• Customer Onboarding and Journey Management: successful customer onboarding is often an important component in long-term customer retention.  Likewise, lifecycle and customer journey management is crucial to ongoing customer engagement and growth.

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• A/B Testing and Experimentation Strategy: most companies run experiments but there is always room for improvement.  From utilizing effective control group strategies to selecting appropriate experimental KPI's, marketing teams often struggle with basic experimental design methodology.