CRMT Digital

BACKGROUND

Please describe your company and position.

I am the Marketing Manager of an it services company 

Describe what your company does in a single sentence.

Our company provides comprehensive automated lifecycle management of digital certificates to protect online transactions and secure human and machine identities.

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire CRMT Digital to accomplish?

• Create a Double opt-in process
• Track consent timelines, opt in/out, resubscription, consent source
• Enable GDPR fields across the platforms so GDPR can be managed more easily

SOLUTION

How did you find CRMT Digital?

• Referral
• Other

Why did you select CRMT Digital over others?

Referred to me

How many teammates from CRMT Digital were assigned to this project?

2-5 Employees

Describe the scope of work in detail. Please include a summary of key deliverables.

• Review Legal Guidance 
  • Review Privacy Policy & any other Legal Marketing Compliance guidance to inform compliance framework design 
• Systems, Forms & Data Gap Analysis 
  • High level review of HubSpot & SFDC compliance architecture
  • Document current data flows in flow diagram
  • Review HubSpot forms, integrations, data upload & entry points into HubSpot Design Opt In/DOI Process 
  • Develop & refine user requirements 
  • Process design (HubSpot & Salesforce) 
• Process Build & Testing 
  • Create double opt in emails 
    • Build HubSpot workflows & fields 
    • Provide Salesforce change requirements for internal implementation 
    • Develop and run testing scenarios & go live 
  • Preference Centre Updates 
    • Review existing preference centre & agree updates to be made in line with compliance framework 
    • Update & test preference centre amends

RESULTS & FEEDBACK

What were the measurable outcomes from the project that demonstrate progress or success?

• Volume of records opted in and opted out by month 
• Consent source over time

Describe their project management. Did they deliver items on time? How did they respond to your needs?

The CRMT team was very responsive and stuck to agreed timelines. Whether during virtual meetings, via email or on chat, the CRMT team was always available and helped us wherever we needed support. We appreciated that everything was documented in detail, from the initial requirements to the final handover document.

What was your primary form of communication with CRMT Digital?

Virtual Meeting

What did you find most impressive or unique about this company?

The CRMT team is great at explaining scope, project steps and requirements without resorting to technical terms or unnecessarily overcomplicating things. Their attention to detail and genuine interest in the project helped us consider options that we hadn't thought of, and their project management skills were second to none. An experienced and lovely-to-work-with team all around.

Are there any areas for improvement or something CRMT Digital could have done differently?

None.

BACKGROUND

Please describe your company and position.

I am the CMO of Magnolia International

Describe what your company does in a single sentence.

By unifying your unique tech stack – from legacy systems to the latest martech – Magnolia helps you create fully integrated customer experiences and speeds up your digital delivery.

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire CRMT Digital to accomplish?

• Create a data model for ICP/TAM
• Create regional target account lists
• Assess marketing operations infrastructure and propose improvements

SOLUTION

How did you find CRMT Digital?

Referral

Why did you select CRMT Digital over others?

• Pricing fit our budget
• Great culture fit
• Good value for cost
• Referred to me

How many teammates from CRMT Digital were assigned to this project?

2-5 Employees

Describe the scope of work in detail. Please include a summary of key deliverables.

Magnolia worked with CRMT Digital to support with building the foundations required for an ABM approach to marketing. These foundations fell into the following workstreams:

• Data Analysis 
• ABM Readiness
• Activation 
• Reporting

RESULTS & FEEDBACK

What were the measurable outcomes from the project that demonstrate progress or success?

• Successful ICP data model 
• Actionable TAM list by region covering 3000 accounts 
• Operational improvements to ops infrastructure, including incorporation of ZoomInfo for data enrichment

Describe their project management. Did they deliver items on time? How did they respond to your needs?

CRMT Digital is terrific at managing the project lifecycle and deliverables. Fast response, easy adjustment as the project evolves and always on top of delivering updates and outcomes.

What was your primary form of communication with CRMT Digital?

• In-Person Meeting
• Virtual Meeting
• Email or Messaging App

What did you find most impressive or unique about this company?

CRMT Digital has a broad array of skills and domain expertise that helped to fill all gaps in our own team. They're a terrific partner to build out a functional, successful GTM program across all parts of the company.

Are there any areas for improvement or something CRMT Digital could have done differently?

Nothing to mention here, stellar experience to date!

BACKGROUND

Please describe your company and position.

I am the CRM Marketing Manager of a manufacturing company

Describe what your company does in a single sentence.

PC Manufacturing

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire CRMT Digital to accomplish?

• Increase Marketing Operations efficiency and maturity
• Refined Targeting of prospects
• Increase Lead volume and quality and resulting sales
• Improve the Customer experience
• MarTech platform migration to Marketo

SOLUTION

How did you find CRMT Digital?

Referral

Why did you select CRMT Digital over others?

• High ratings
• Close to my geographic location
• Pricing fit our budget
• Great culture fit
• Good value for cost
• Referred to me
• Company values aligned

Describe the scope of work in detail. Please include a summary of key deliverables.

I won't know where to start: 

• Integration support 
• Owning the entire Marketo support for EMEA 
• Lead management process 
• Marketo scoring implementation 
• Best practice for other Geos 
• GDPR consultation and implementation 
• our day to day partner on everything CRM, Marketing automation, process enhancement and many many more

RESULTS & FEEDBACK

What were the measurable outcomes from the project that demonstrate progress or success?

Thanks to all their work and support, EMEA as a GEO is always considered the best example when it comes to process implementation, marketing automation support and overall CRM support. They also were key to GDPR in 2018 roll out.

Describe their project management. Did they deliver items on time? How did they respond to your needs?

Nothing really to say here! They are super gooooooooood

What was your primary form of communication with CRMT Digital?

• In-Person Meeting
• Virtual Meeting
• Email or Messaging App

What did you find most impressive or unique about this company?

New ideas to handle stuff, best practice and also responsiveness! They understand our company very well, and make sure to share what's best against industry standards!

Are there any areas for improvement or something CRMT Digital could have done differently?

Maybe we have to meet more in person? The team we work with is super good, so they shouldn't change a thing.