Customer Relationship Management and marketing support

CRM support and marketing services

In recent years, CRM systems have evolved far beyond mere tools for contact management. Modern CRM software consolidates sales, marketing and customer service information in a single central database, helping manage interactions with both active and potential customers. However, many firms face challenges in using their CRM systems effectively, due to outdated contacts, CRM gaps and inaccuracies. Acuity Knowledge Partners can address these pain points and help optimise the use of CRM platforms.

At Acuity, we provide bespoke solutions to sales and marketing teams, including CRM data management and maintenance, administration, preparation of marketing materials and tracking campaigns. We bring years of experience, along with a variety of systems, including Dealcloud, MS Dynamics, Salesforce and Zoho. Our disciplined approach to CRM set-up and maintenance adopts best practices and processes that help clients optimally leverage their CRM systems.

Who we serve

CRM and marketing support

Contact research and enrichment

- Screening new target accounts or contacts
- Data-set standardisation
- Contact update or enrichment
- Removing duplicates and filling data gaps
- Mapping accounts, contacts and client activity mapping

CRM migration and maintenance

- Data validation and de-duplication
- Regular administration and maintenance of CRM
- Liaison with CRM vendors for troubleshooting
- Overall responsibility for clean and streamlined CRM data
- Central point of contact for account/contact creation on CRM platform

Marketing support

- Creation of marketing brochures and
- Maintenance and update of whitepapers and market updates
- Formatting marketing materials
- Planning and execution of marketing campaigns
- Integration of CRM with marketing automation tool

How we are different

Bespoke CRM and contact management support

Leveraging our extensive experience in a wide range of platforms, we provide end-to-end support for streamlining CRM.

Disciplined approach to CRM maintenance

Our team of CRM specialists follow a professional approach to update and enrich outdated contacts.

Optimising and streamlining CRM Systems

Our integrated solution combines CRM with technology expertise to expedite data streamlining through the use of technology.

Marketing Activity support

We can assist in preparing, formatting and updating marketing brochures (such as newsletters, market updates and whitepapers) and plan and execute marketing campaigns.