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?