UNIQUE & BOUTIQUE

Customer Relationship Management Specialist

Keyboard and Mouse
 

EXPERIENCE

Background & Expertise

 

REAL ESTATE

Both leasing and sales real estate organisations requiring booking systems, billing, reporting, contracts administration, automation of reminders, community portals to external partners, integrations to inventory portals.  General training to sales & marketing teams.

FINANCIAL SERVICES

Credit score integrations, third party iOS application for personal finance organisation, single source of truth with data warehouse integrations, marketing solutions, call centre users.

EDUCATION

Applications for scholarships and processing & billing solutions. Integrations to website application forms. Email solution including mail merge. Administration including Outlook to Salesforce integration.

NOT FOR PROFIT

Subscription management, billing solution, web site integration payment gateways to Salesforce.
Setting up new data bases.
Pro-Bono analysis of current technology projects and implementations.  Optimise ways of working.

PUBLIC SECTOR

Learning how to understanding and communicate to your customer better including data collection processes and improved ways of working internally.  User adoption strategy of new cloud based tools.

ADVERTISING & MARKETING AGENCIES

Improvements to your customer management, events management and client opportunities for better CRM solutions.  Pardot training and email campaigning through MailChimp, Campaign Monitor, and other digital lead generation tools.
Data Analytics for insights to marketing efforts and ROI.

DENTAL

Front of house Customer Relationship Management, improving processes and treatment coordination.

CONSTRUCTION

From playgrounds to new homes, capturing stages and project management milestones.

Audience in Lecture

BRIDGING SALES & MARKETING

Strategy, Marketing Funnel Set Up, Accountability, CRM (Customer Relationship Management) best practice and training solutions.

We specialise in Salesforce and Pardot products and are implementation consulting partner.

 

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