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This innovative legal marketplace was looking for CRM expertise to segment and adapt their Salesforce implementation to deliver better user experience, increased alignment with sales funnel and advice on API integration with other tools.
The client is a professional services marketplace revolutionising legal relationships through connecting forward-thinking businesses with specialist external counsel, powered by a global network of over lawyers worldwide, across the areas of complex projects, international work, interim cover and flexible ongoing support.
The client was looking for a specialist themselves: an experienced independent able to quickly make changes to their Salesforce set up to enable better visibility of meaningful data, to better acquire, onboard and retain customers during a key scale-up phase.
The client's Head of Business Development connected with MeasureMatch, a fellow professional services marketplace providing access to expertise in marketing technology. Creating a client account, they posted a Project Brief to the MeasureMatch network and quickly received expressions of interest from vetted service providers. Continuing conversations on the platform helped the client and their chosen expert determine the detail of exactly what was required and a contract was quickly agreed.
Martin Z, a MeasureMatch data / BI independent consultant with a wealth of experience across CRM systems multitude of CRM systems including Salesforce, Microsoft Dynamics, Infusionsoft, Hubspot and Zoho was favourably rated by the client after an initial contract and is still being rebooked for further work! Another great example of how MeasureMatch helped this client make sense of their ever-growing sales data to be more effective in their customer acquisition and retention!
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