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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.
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 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 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.
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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