Marketing Firm works with small to mid-sized businesses to optimize target marketing through digital solutions.

The Opportunity

Problem 1: Nexus discovered discrepancies between their client's perception of the business versus what the CRM data was indicating. The firm needed a better understanding of the data in different CRMs to see how the clients customers truly engaged.
 

The Solution + Results

Solution 1: Nexus EZ Analytics Software has plug & play connectors for multiple CRM systems to meet the diversified client base that the marketing company serves. Once access is given, EZ Analytics extracted and normalized the data from different CRMs. Nexus created a set of standardized dashboards that provided consistency across multiple platforms and a complete picture of their Client's sales process.
These reports gave a deeper understanding of the marketing firm's customer sales activity. The Client could temper what they were being told about sales performance and see where improvements should be made. i.e. Is it a problem with CRM usage or data entry? Or is it a coaching/training issue with the team? What part of the process needs the most help?
  

Submit a comment

You may also like

The Right Inventory at the Right Time
The Right Inventory at the Right Time
9 May, 2023

An e-commerce business was growing fast, they specialized in speedy delivery of made-to-order gift boxes that were custo...

Disparate Data Dilemma Leveraging Data Systems
Disparate Data Dilemma Leveraging Data Systems
24 April, 2023

A lead generation company leverages many data systems in its day-to-day processes. They used software that helped track ...

Organizational Efficiency: Wireless Retail Company
Organizational Efficiency: Wireless Retail Company
24 April, 2023

The Company's strategy of combining rock-solid traditional retail disciplines with cutting-edge use of video, social med...