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Selecting & Implementing an eMarketing System

Whether you are ready to select an eMarketing system for the first time or ready to change to a system that integrates with your CRM, CLIENTSFirst can help you navigate the challenges and achieve eMarketing success.

Selecting and implementing eMarketing systems or services involves several steps: choosing the right system for your firm, creating an implementation plan that involves training and setting goals for your eMarketing program. Our consultants work together with you to find and implement the system that fits your culture and needs.

eMarketing Selection Process


Step One – Assessment

We work with you to determine your firm’s needs and goals for eMarketing and marketing automation.

Step Two – Selection

Our experts provide you with in-depth information on eMarketing products that will assist you in your decision making.

Step Three – Implementation and Integration

We work with you to implement your new eMarketing system and integrate it with your CRM (if desired). Our consultants provide a variety of services from full or partial project management to configuration to template creation assistance.

Step Four – Training and Documentation

Our consultants offer in-depth customized training and documentation for regular and administrative users. Our training always incorporates your firm’s procedures and workflows.

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.

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