1. Funnel and process mapping: We map the current customer journey and internal handover moments between marketing, sales, and service through interviews with your team.
Efficient processes for marketing, sales, and service
When processes between marketing, sales, and service do not align, software remains unutilized.
B2B strategy
Many B2B organizations immediately assume that problems with data and systems are due to the software, while the actual cause lies in processes that are not set up correctly or are completely missing.
Leads provided by marketing are left untouched by sales, customer information from service does not reach the account managers, and reports are unreliable. This is rarely due to the software, but rather to the lack of clear process agreements between the teams.
When systems do not align with the daily workflows of teams, manual work and data pollution occur.
Setting up software only makes sense once the operational work agreements between the departments have been established.
Data quality and user adoption as a starting point
Reporting is impossible if users enter data incorrectly or leave fields blank. While we determine the goals in the strategy phase, with processes we focus on the daily practice of the end user. We translate the commercial objectives into strict documentation, clear data agreements, and logical steps in the software.
We tackle operational bottlenecks directly by building workflows, automating data validation, and training teams. This ensures that marketing, sales, and service no longer work past each other, but know exactly what action is expected of them at what time.
Without documented work agreements and data validation, every CRM system remains a messy database. We immediately bring structure to practice. We first map out the current situation together with the key stakeholders to see where daily workflows are getting stuck.
How we structure your commercial processes
2. Data hygiene and setup: We clean up polluted data and set up hard validation rules and workflows within your CRM (such as HubSpot) so that data remains reliable.
3. Adoption and training: We train the end users based on their daily tasks. Processes only yield a return once your team fully uses the software.
Start building your foundation today
Do you want marketing, sales, and service to work with the same data and align effectively? Let’s take a look during a session at where your processes are currently stagnating. We will show you directly where the concrete points for improvement lie. We will show you immediately how we can concretely help your company move forward. Contact us for a no-obligation consultation or schedule an appointment directly. Prefer to call? Call us at +31(0)337370250.
30-minute strategy meeting
Book a free 30-minute strategy meeting with Caroline and discuss one of the topics below:
- Lead generation strategy
- Marketing & Sales strategy
- Data-driven digital marketing strategy
- Marketing & sales automation audit
- Real-time dashboarding
- Digital advertising
Discover how technology can accelerate your growth.
Have questions about marketing automation, CRM, or integrations? Together, we’ll find the best solution for your organization.
