Our Proactivity is Your Success
When it comes to proactive sales and marketing, staying ahead of potential issues is crucial. With CRM Knowledge, you have a partner committed to continuously optimising your strategies and ensuring sustained success.
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Contact usProactive Sales and Marketing Services
Stay ahead with proactive services, preventing issues before they arise.
Our proactive sales and marketing services include tailored health checks, strategic planning sessions, content advice, email optimisation, and lead generation strategies designed to enhance your D365 marketing and sales performance
MARKETING MOMENTUM
With 'Marketing Momentum,' we deliver tailored solutions that anticipate your marketing needs. Our expertise ensures effective campaigns, optimised content, and strategic insights for success.
Health Check
Ensure your marketing system is efficient and up-to-date with regular app updates and mini audits.
Strategy Sessions
Collaborative sessions to define a clear roadmap for your success, aligning your efforts with your business goals.
Content Advice
Guidance for crafting compelling content across various channels, including emails, social media, and web forms.
Email Optimisation
Support in reducing unsubscribes, minimising bounces, and improving engagement with A/B testing and optimisation.
Monthly Tutorials and Training
Modular sessions, available live or as recorded, empowering your team with the latest techniques and best practices.
Lead Generation and Nurturing
Comprehensive strategies and programs designed to convert prospects into loyal customers.
Campaign Review
Collaborative review of marketing campaigns, ensuring you reach your target audience and achieve your goals.
Segmentations, Subscriptions and Marketing Lists
Master data management with precision, including segmentation for campaigns, GDPR compliance, and subscription lists.
Event Marketing
We offer technical expertise to ensure the seamless execution of events, webinars, and workshops within the system, enhancing engagement and user experience.
Yearly Recap
An annual review summarising your performance, achievements, and setting goals for the upcoming year.
SALES SUCCESS
We specialise in equipping businesses with proactive CRM strategies, optimising sales processes, and enhancing customer relationships to achieve unparalleled sales success. Our tailored solutions drive revenue growth and elevate your competitive edge in the market.
Strategy Sessions
Collaborative sessions to define a customised strategy integrated with your CRM for optimised processes.
Lead and Enquiry Capture
Implement efficient methods for capturing leads and enquiries ensuring no opportunity is missed.
Managing Product and Service Model
Support on reducing unsubscribes, minimising bounces, and improving engagement with A/B testing and optimisation.
Pipeline and Forecasting Processes
Enhance your sales pipeline and forecasting processes to improve accuracy and decision-making.
Quotation Process Enhancement
Streamline quotation generation processes, making it easier to respond to customer enquiries.
Order Management Enhancement
Optimise order management processes for seamless fulfillment and customer satisfaction.
Data Management and Automation
Implement best practices to maintain accurate customer and prospect data while reducing manual tasks.
Custom Dashboard Creation
Design customised dashboards to provide real-time insights into sales performance and key metrics.
Monthly Tutorials and Training
Modular sessions, available live or as recorded, empowering your team with the latest techniques.
Yearly Recap
An annual review summarising your performance, achievements, and setting goals for the upcoming year.