What's included
- ✓Integration requirements
- ✓Build and field mapping
- ✓Testing and monitoring
- ✓Documentation
What we measure
- Sync error rate
- Data completeness
- Manual entry removed
Targets are agreed before work starts and reported against a documented baseline.
Where it fits in the system
CRM integration is part of Martech, within Technology & AI. It works best connected to the rest of your growth system.
How we work
01
Conversation
We learn about the business and what you want to change.
02
Discovery
We look at the data, the stack and the journey to find where growth leaks.
03
Proposal
A scope with objectives, measures and a clear first phase.
04
Build and improve
We deliver, measure against the baseline and refine.
Related Martech services
Insights
Go deeper
Your martech stack is probably too bigTool sprawl costs money and splinters data. How to audit, simplify and redesign your marketing technology stack.Read article →ChecklistThe Growth System Audit
40 checks across journey, acquisition, retention and technologyGet it free →GuideMartech Stack Rationalization Guide
Audit, simplify and redesign your marketing technology stackGet it free →
40 checks across journey, acquisition, retention and technologyGet it free →GuideMartech Stack Rationalization GuideAudit, simplify and redesign your marketing technology stackGet it free →