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Technology assessment and implementation

Cut through the noise and get clear guidance from operations experts

  • 1 min
  • Online Session

Service Description

Companies that are not leveraging the latest technology in their marketing efforts and sales outreach are at a disadvantage in today's climate. But there are over 7,000 MarTech vendors out there and the Sales Automation tools are catching up! How do you know where to invest and which you need to buy immediately to have the greatest impact? More importantly, implementing the tools and propertly intergrating them with your CRM platform is neither quick or easy and the consequences of doing it incorrectly can often be worse than having no tool at all. Get it right the first time with Optimax. Our proprietary assessment will tell you exactly where to invest to achieve your objectives and gain a competitive advantage and we'll also do the hard work of properly implementing anything we recommend. Systems include Marketing Automation, CRM, Sales Automation, Sales Intelligence tools, ABM platforms, lead routing, Data Providers, and more. Deliverables: • Complete assessment and recommended short, medium, long-term investment strategy • Negotiate contracts with Vendors and complete procurement • Plan system implementation and integration phases • Roll-out plan, training, and documentation

Contact Details


1250 Bethlehem Pike Suite S #381

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