CRM Consultation & Data Management Services
Turn Your Marketing Data Into Your Competitive Advantage
At Ten Peaks Digital, we understand that effective marketing isn’t just about running campaigns. It’s about capturing, managing, and leveraging data to make smarter business decisions. Our CRM consultation and data management services ensure that your marketing technology works seamlessly together, providing you with accurate insights and actionable intelligence.
Why CRM and Data Management Matter
- The Foundation of Effective Marketing: Your CRM is the hub of your customer relationships and sales pipeline. Without proper setup and data flow, you’re making marketing decisions blindly.
- Maximize Your Marketing Investment: When data flows correctly between your website, advertising platforms, and CRM, you can accurately measure ROI, optimize campaigns, and focus budget on what actually drives revenue.
- Enable Sales Success: Clean, organized data in your CRM means your sales team can follow up quickly, personalize their approach, and close more deals.
Our CRM & Data Management Process
1.
Discovery & Assessment
We start by understanding your current situation and identifying gaps or opportunities.
Initial Analysis
- Current CRM and tools audit
- Data flow mapping and analysis
- Pain point identification
- Goal setting and requirements gathering
- Technology stack evaluation
2.
Strategy Development
We create a customized plan to address your specific needs and challenges.
Strategic Planning
- Recommended CRM platform or optimization plan
- Integration architecture design
- Data structure and organization strategy
- Implementation timeline and milestones
- Training and adoption planning
3.
Implementation & Integration
We execute the plan, handling all technical setup and configuration.
Implementation Work
- CRM setup or migration
- Integration development and testing
- Data import and validation
- Tracking code implementation
- Quality assurance testing
4.
Ongoing Support & Optimization
Technology and business needs evolve. We’re here to help you adapt.
Continuous Improvement
- Regular data quality reviews
- Integration monitoring and troubleshooting
- CRM optimization recommendations
- New feature implementation
- Strategic consultation as needs change
What Makes Ten Peaks Digital Different
Marketing-First Perspective
Unlike generic CRM consultants, we approach data management from a marketing perspective, ensuring your CRM and data infrastructure support your marketing goals.
Platform Agnostic
We work with many major CRM platforms and recommend the best fit for your business. Whether that’s a large, well-known solution, or an industry-specific platform.
Integration Expertise
With experience connecting marketing tools across the entire digital marketing stack, we ensure seamless data flow between all your systems.
Included with Marketing Services
For our ongoing marketing clients, CRM consultation and data management support is included, ensuring your campaigns and data work together perfectly.
Our CRM & Data Management Services
CRM Selection & Strategy
Not sure which CRM is right for your business? We help you evaluate options and choose the platform that fits your needs and budget.
CRM Implementation & Setup
We handle the technical heavy lifting of getting your CRM up and running correctly from day one.
Data Quality Management
Garbage in, garbage out. We help you maintain clean, accurate data that you can trust.
Conversion Tracking & Attribution
Understanding which marketing efforts drive results requires proper tracking infrastructure.
How We Help Businesses Just Like Yours
1,000% ROI With an Accountability Pipeline
A newly-founded family law firm needed to start bringing in clients quickly. We started by launching ads, and then SEO. Data was at the center of everything we did, and we immediately agreed on how to maintain accountability on both ends. We reviewed every single lead and constantly improved optimization based on the data we saw. We helped the firm improve their sales process as well, giving them the keys they needed to succeed. Now, they regularly see a 600% ROI on their investment. And we’re still improving.
Frequently Asked Questions
Do I need a CRM if I’m a small business?
Even small businesses benefit from CRM systems. They help you stay organized, follow up consistently, and grow without losing track of customer relationships.
Which CRM platform do you recommend?
It depends on your specific needs, budget, and sales process. We evaluate multiple options and recommend the best fit for your business instead of a one-size-fits-all solution.
Can you integrate my CRM with my current marketing tools?
Most likely, yes! We have experience integrating CRMs with virtually all major marketing platforms. We’ll assess your tech stack and develop an integration plan. But bear in mind that all CRMs have limitations. We do our best to work within those limitations, but sometimes the best option is to switch CRMs.
How long does CRM implementation take?
Basic setup can be completed in 1-2 weeks. More complex implementations with extensive integrations and migrations may take 4-8 weeks.
What if I already have a CRM but it’s not working well?
We can audit your current setup, identify issues, and either optimize your existing CRM or help you migrate to a better solution.
Is this service included with your marketing packages?
For ongoing marketing clients, basic CRM consultation and data management support is included. Extensive implementations or migrations are separate projects with custom pricing.
Can you train my team on the CRM?
Absolutely! We provide training for your users, ensuring your team can leverage the CRM effectively.
Ready to Take Control of Your Marketing Data?
Contact Ten Peaks Digital today for your free data assessment and discover how our expert consultation can transform your marketing technology into a competitive advantage.