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We'll guide you to the right solution for your business.




Need help knowing where to start with marketing automation or CRM?

Choosing the right platform


Where, when and how will prospects and customers interact with your business? This is the your go-to-market blueprint.


Where could technology support your business right now, and what benefits will it bring? What are your expectations?


Do you need all features or just some? We'll help you select the right configuration to power your buyer journey and business requirements.

1. Define Your Buyer Journey

We believe a well crafted buyer journey is the cornerstone of successful marketing automation and CRM implementation. From generating leads and nurturing prospects, managing pipeline and winning business, through to onboarding new customers and upselling, your CRM should manage the whole customer lifecycle.

Truly understanding the journeys your present and future buyers take is essential.

As a Marketing Ops and CRM consultancy, we take our buyer journeys to a whole new level - our maps define target engagement and conversion KPIs at every phase, core activities that your team will undertake at each point and of course, how your chosen technology platform will support and automate the process.



2. Identify Your Requirements

Armed with your buyer journey, you'll have a clear picture of how your business interacts with both prospects and customers. We'll help you bring clarity to how prospects initially find you, how you engage with them at each and every touch point along their journey, what happens when they become a customer and how you develop them into an advocate of your business.

With this knowledge, we can extract what you need from a technology platform, including the data you want to capture and store at each stage, which processes you want to automate and what KPIs you should measure and report on.



3. Choose Your Platform

Having defined your buyer journey and identified your requirements, the final step of our Disover phase is to help you decide which if the right platform for your business.

We do this through:

  • Feature checklists matched to your requirements
  • Product demo sessions
  • Proof-of-Concept 'show and tell' sessions so you can see exactly how the product will work for you
  • Product trials
  • Cost/Value analysis

At the end of this phase, we'll create a RevOps roadmap and playbook, unique to your business, that covers:

  • Your buyer journey
  • KPIs your business needs to track and measure
  • Tangible benefits and outcomes for you marketing, sales and customer success teams
  • Roadmap for implementation (project plan, timescales)
  • Transparent pricing to suite your budget



Ready to get started?

If you'd like to have a free, no obligation chat to discuss how we could help transform your marketing operations, please use the calendar to book a call at a time that works for you. Alternatively please visit our contact page for other ways to get in touch with us.

Download: The Ultimate Buyer's Guide to Choosing the Right CRM?

A Customer Relationship Management (CRM) platform is a hugely important tool for go-to-market teams. It is so much more than simply a collection of data points about your customers; used correctly it becomes the driving force behind the customer brand experience.

It provides actionable insight and intelligence about your market, it helps seamless handoff from marketing into sales and onto customer success, and it powers long-term growth and profitability.

Many organisations continue to struggle with multiple sources of truth and are hindered by teams needing to extract their customer intelligence from many unconnected systems. CRM platforms eliminate these challenges and connect data so that it becomes the single source of customer insight, promoting slick decision-making and growth opportunities.

Selecting and implementing a CRM tool takes time and careful consideration, and whether it be for the first time or as a replacement to your legacy platform, you need to be confident you are selecting the right solution for your business and customer demands.

The Ultimate Buyer's Guide to Choosing the Right CRM is the perfect tool to help you on that journey. It is crammed with useful advice and tips on how to define your ideal CRM, navigate the software market and prepare your organisation for a new generation of operations.



Download our guide and learn how to:

  • Identify your goals
  • Assess your tech stack
  • Compare critical features and capabilities
  • Consider costs and ROI
  • Outline your implementation plan
Choosing a CRM is a critical milestone in the development of any organisation. It must satisfy current business needs but it must also be flexible enough to grow and adapt along with your business, requiring a system that not only delights today’s customers but has the capability to meet the needs of tomorrow’s market.

Want to discuss things further?
We're here to help make choosing the right CRM simpler and easier for you. If you'd like to discuss things further, please feel free to book a no-obligation discovery call with one of our experts. We look forward to talking with you!

How we helped

The Social Change Agency

choose HubSpot


The Social Change Agency help groups and organisations build the structures, knowledge and networks they need to make change happen.

Their requirements for a platform included:

  • A way to manage grant applications and the distribution of funds
  • A central, single source of truth for all contacts and comms
  • Tools to manage marketing all in one place
  • Ticketing system to triage and resolve day-to-day enquiries




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