The document discusses conducting a SWOT analysis of a company's current marketing processes and outlines objectives to streamline the customer journey through incorporating a CRM software. It analyzes the company's strengths as experience and relationships, opportunities to become thought leaders, and weaknesses as information silos and outdated processes. The document then provides criteria for selecting a CRM system, compares options within budget, and makes recommendations.

1. Marketing
Automation
Strategy

2. ABOUT THE
COMPANY
OUR STORY

3. SWOT ANALYSIS
Strength
• Experience and Knowledge of IT sector
• Strong network and relationship with
potential clientele
• Strategic location (Toronto) to connect
with new prospects
Opportunities
• To become a thought-leader in the
niche by broadcasting value-added
content for superior buyer’s journey
• Strengthen and expand network
• Build partner’s confidence by being
readily available
Weakness
• Information silos in current workflow
• Outdated processes leading to delayed
response to prospects
• Poor visibility of data and status of
actions taken my team members on
leads
Threats
• Less conversion rate of leads as a hot
lead remain exposed in market for
longer
• Lack of clear feedback may lead to
stunted growth and loss of
opportunities

4. OBJECTIVE
Streamline customer digital journey and data workflow by
incorporating a CRM software
M Study the current
work
Optimize the
meth

5. WORKFLOW
OPTIMIZATION
*https://www.capgemini.com/2015/01/tempted-to-rewrite-bill-gates-rules-on-automation/
CURRENT PROPOSED

6. SELECTION CRITERIA- “NICE TO HAVE FEATURES”
SHORTLISTING CRITERIA- “MUST HAVE FEATURES”

7. COMPARATIVE ANALYSIS
More than 90% of the CRMs in the market costs beyond the scope of the budgetary
requirements, however, we found a few:

8. •
•
•
•
•
RECOMMENDATIONS

9. References
https://zapier.com/learn/crm/best-crm-app/
https://www.pcmag.com/picks/the-best-crm-software
https://crm.org/crmland/sales-crm
https://comparisons.financesonline.com/apptivo-vs-agile-crm
https://www.apptivo.com/zoho-alternatives/
https://www.agilecrm.com/