US college admissions advising service lands FreshSales CRM pro for systems optimization & relaunch project, by using MeasureMatch

This US education advisory service needed to set up a variety of workflows and processes within Freshsales CRM tool, to see journeys on a granular level and roll-up actions to report on a macro level.

USD $2,400
1 month

About the Client

The client is a US college admissions advising service. Whether customers are reaching for one of today’s most competitive schools or considering their options for the first time, they guide the entire admissions process with minimal stress – maximizing admissions chances.

The Challenges

The client was looking to launch a new version of their FreshSales CRM (they are a new business that had been operating with one CRM implementation and wanted to make some changes for 2020). They were using FreshSales integrated with MailChimp and some other 3rd party platforms to capture actions that occur within the sales process and were looking to set up a variety of workflows and processes within the CRM to make sure they could see journeys on a granular level and roll-up actions to report on a macro level.

The Solution

The client's SVP Sales & Marketing connected with MeasureMatch, posted a project brief and quickly received a number of expressions of interest from CRM tool experts within the MeasureMatch network of 3,000+ marketing technologists across 60+ countries. Choosing to work with David N lead for a CRM solutions consultancy based in London, UK the client used the MeasureMatch platform to agree a scope of work, cost and subsequent contract for the project.

The Result

David N and his team worked with the client for a month period to audit the existing CRM system / tools and integrations, recommend optimizations and implement an evolved Freshsales approach. Rating the engagement at 5*; the client said of David’s work “David is an absolute pro. I'd hire him again in a second”. Another great piece of work made possible by MeasureMatch!

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Why book consultants or consultancies via MeasureMatch?

It's easy and incredibly fast to find and book a pro via the MeasureMatch marketplace platform. And, because we interview all service providers, or they are invited by particpating technology vendors, we're seeing greater than 95% of contracts rated 5 full starts by clients (as of 1 August 2021).

Whether it's Salesforce, Microsoft Dynamics, HubSpot, Intercom or Freshsales skills you're after - to name a few in our hottest category of services (CRM and marketing automation) - MeasureMatch has the skills and pros you need.

3,000+ skills across around 5,000 systems & data services professionals are accessible via the MeasureMatch marketplace and partner platform.

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Which services can clients contract via the MeasureMatch marketplace platform?

The consultants, consultancies, agencies & SIs in our global network, approaching 4,000 in 60+ countries (as of early November 2020), execute important systems and data project work including, but not limited to: CRM systems deployments and revamps, CRO, data cleaning, marketing performance reporting, identity resolution setup, machine learning for predicting and optimizing customer behaviors, marketing automation systems implementations, social media analytics, CX analytics, web analytics and much much more.

The MeasureMatch global network of professionals is highly skilled, many are certified service providers with proficiencies across more than 3,000+ tools and products including the Adobe Experience Cloud stack, the Google Marketing Platform and Google Cloud suite of tools, Segment, Mixpanel, Intercom, Hubspot, DOMO, Power BI, Tableau and 1,000s more.

What is the MeasureMatch backstory?

Founded by digital agency and technology veteran James Sandoval in 2016, MeasureMatch was developed to help businesses address growing digital & data skills gaps by providing direct, on-demand access to independent consultants and consultancies armed with the right skills to execute marketing, commerce and customer experience systems & data projects fast.

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Stephanie Bales is the head of e-commerce at Kano and used MeasureMatch to hire a Google Tag Manager Pro