eMarketing Selection Solutions
eMarketing System Evaluation and Success Assessment
Useful for these eMarketing Stages: Any Stage
Our experts can work with you to review your firm’s culture and goals and provide recommendations to help you determine the best strategies for integrating your new eMarketing initiative into your firm.
Our assessment can include the following:
- Interviews with key Marketing stakeholders and staff to determine and evaluate:
- Aspirational definition of eMarketing success
- Firm eMarketing Needs Assessment
- CRM integration with eMarketing plannin
- How eMarketing technology can be used to support marketing processes
- Creation of Strategic eMarketing Process and Resource Analysis Report and Recommendations
- Best practices for effective eMarketing utilization
- Assessment of current challenges and opportunities
- Recommendations for eMarketing success
- Recommendations for any needed staffing modifications or improvements
- Recommendations for any needed process modifications or improvements
- Training and resource recommendations
eMarketing Statistics Assessment
Useful for these eMarketing Stages: Review and Improving
Selecting the right eMarketing system can be a daunting task. Our consultants make the process easier by evaluating your firm’s goals and working with you to select a system that fits your needs. If you’re an existing eMarketing system user looking for a change, we can assist you with making the right decisions for a replacement.
Services can include:
- Assistance with information, ideas and best practices for success
- Assistance with decisions and configuration to enable positive user experience
- Review of current CRM and eMarketing system configuration
- Strategic success recommendations
eMarketing Software Comparison Report
Useful for these eMarketing Stages: Selecting and Implementing; Improving
An in-depth comparison of current eMarketing products used by professional services firms, our report compares software and services on several factors including ease of use, template creation and flexibility, integration with CRM, etc.
eMarketing System Implementation Assistance
Useful for these eMarketing Stages: Selecting and Implementing; Improving
Implementation assistance can include:
- Full or partial project management
- Success recommendations
- Project planning
- Coordination of resources and staff
- Liaison with software vendors
- Execution of setup tasks
- Configuration and Testing
- User and system administration
- User rollout
- Template Creation Assistance
eMarketing Training
Useful for these eMarketing Stages: Any Stage
Appropriate for either a new system rollout or as a refresher, our tailored eMarketing training ensures your staff is equipped for eMarketing success.
Training services include:
- In-depth customized training for regular users and administrative users
- Creation of Firm-Specific Training Documentation
- Customized using screenshots and processes particular to your firm
- Mailing list and event management processes and procedures
Make It Work for You
CLIENTSFirst’s consultants are ready to work with you to make eMarketing success a reality at your firm. Contact us for an evaluation.