MA/SFA implementation and operational support
Optimal implementation of marketing tools related to marketing, inside sales, field sales, and digital content.
Marketing automation and sales support tools involve many internal and external users, resulting in a wide range of impacts for each item. We will visualize the business flow for stakeholders to operate smoothly and carry out system redesign and implementation. (We are promoting the implementation of Marketing Automation (MA) with Salesforce Marketing Cloud Account Engagement (Pardot), ActiveCampaign, and SFA with Salesforce.) Support for the implementation and operation of the Columbus Project's MA and SFA: - We provide support tailored to objectives and scale with a variety of operational support menus. - The goal of operations is to efficiently produce high results. We provide operational support that enhances overall outcomes, including customer journey design, content development, and sales business design. - We propose improvement plans based on issues with various settings. We also periodically redesign scenarios and review definitions. - We offer various support for achieving KPIs, including content production and operation, and report creation.
basic information
■Scenario Design We determine when, who, what, and for what purpose to provide which content/information in relation to the customer's situation. ■Customer Definition (Item Design) We define the customer and inventory the necessary items for lead/client/client representative data. ■Engagement Program Setup (Scenario Setup) Based on lead scoring, attribute information, and profiling information, we primarily conduct email distribution. ■Customer Stage and Lifecycle Definition We define the stages of the marketing funnel and also define the roles of marketing, IS, FS, etc. ■Automation Setup We set up Salesforce Process Builder and Pardot automation rules to configure automated processes. ■Grade Definition and Scoring Definition We define grades based on company information. ■Tag and Category Setup We establish naming rules for tags and content categories used for customer segmentation and content classification. We review and organize past initiatives and those needed in the future. ○Output (Deliverables) - Various design documents - Reporting materials - Operational manuals - Reports
Price information
500,000 yen or more
Price range
P4
Delivery Time
OTHER
Applications/Examples of results
(Online shop) Email marketing campaign management, operation design and implementation (Logistics company) BtoB marketing + integrated inside sales MA/SFA implementation (System company) SFA implementation for inside sales etc.
