Immersion
We begin by working with you to fully understand your business goals and challenges, as well as your strategies for growth. We then examine your existing marketing technology stack, associated workflows, integrations, and usability for each type of user.
Current State Process Design
We’ll map this preliminary assessment against current and planned sales and marketing efforts and revenue targets to reveal key functionality and scalability concerns, and to determine new workflows that may need to be considered.
We will then broker drive consensus around a shared set of business requirements across sales, marketing, IT and your executive team.