As part of our participation in the Technology for Marketing & eCommerce Expo 2024, we’re excited to offer one lucky organisation a free CRM or marketing platform review by our very own Head of Projects Matt “the system whisperer”, worth over £2,500. Whether your CRM system is big or small, our accredited team will provide expert advice to help you save costs, boost efficiency, and enhance your operations.
What Can Be Won…
As part of your review, we’ll focus on 3 key areas and deliver our findings and recommendations within a high-level report.
- Review of your system set-up and configuration
- Audit of existing data records
- Optimisation tips for automation workflows
*This competition is free to enter. Please refer to the full T&Cs on our lead page under Option 2: Enter Online for a list of systems included, as well as competition specifics.
Is your CRM System Working at its Best?
Your CRM system is the backbone of customer interaction and processes, so optimising it is crucial for success. Ask yourself these questions to see if it’s performing at its best.
Is your CRM setup optimised? Review your system’s configuration and see if it aligns with your current business needs. An optimised setup will minimise complexities and improve user experience.
Do you have accurate and clean data? To maintain accuracy, relevancy and compliance with GDPR, it is important to make sure your data is well-organised and clean. A regular audit of your system can help maximise your business.
Are your automations streamlined? Automations make things easier, smoother, quicker, and un-complicated. Take a look at your workflows to ensure they are effective and error-free.
Are permissions properly managed? Proper permissions ensure that team members have access to the information they need while protecting sensitive data. Regularly review and adjust permissions to match team roles and responsibilities.
If you want to receive expert advice from accredited professionals, improve your business efficiency, and achieve more with less – enter our competition below.
How to Enter the Competition
Option 1: Visit Our Stand
📅 18-19 September 2024
📍 ExCeL London | Booth C56
Join us at the Technology for Marketing & eCommerce Expo 2024! Stop by our stand C56 to enter the competition in person. You’ll have the opportunity to speak directly with our team, who can provide insights and answer any questions you might have about your CRM or marketing platform needs.
Option 2: Enter Online
Can’t make it to the event? No worries! You can still enter the competition digitally. Please visit our lead page through the provided link to submit your entry online. The page contains detailed instructions, entry requirements, and our terms and conditions. This way, you won’t miss out on the chance to win, even if you can’t attend in person.
Book a Call or Meeting with Us
Whether you’re seeking advice, need support, or simply want to chat, we’d love to connect with you! During the expo, feel free to stop by our booth for a friendly conversation with our team.
To ensure you get dedicated time with us, you can schedule a meeting slot by booking in advance through our website. We’re here to help and look forward to meeting you!
