This organization uses separate CRM and accounting systems that operated in silos, making it difficult to fully understand their marketing effectiveness. Without inter-system communication, the client lacked clarity on the direction and impact of their marketing endeavors.
We crafted a comprehensive dashboard that bridges data from their CRM and accounting system, providing a seamless view of the sales journey from initial prospect engagement to client acquisition and subsequent performance.
Empowered with these new insights, the organization can now refine their marketing strategies by pinpointing the most impactful marketing methods, identifying bottlenecks in the conversion process, and specifying top referral sources. By integrating marketing and financial data, this organization can establish marketing KPIs directly tied to tangible financial results.
Office:
1 Mars Ct
Boonton, NJ 07005
Contact:
Phone: (973) 335-1112
Email: intake@fourzeronine.com
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