To tackle the CRM visibility issue, the manufacturer worked with Arke through
an MTS engagement (Marketing Technology Strategy). This exercise begins with a discussion including the organization’s major stakeholders and ends with a strategic roadmap.
This allowed the manufacturer to work through their sales funnel challenges. This discussion included people involved in the success of the project, the implementation processes, technology to support efforts, and the statistical analysis affecting the organization.
In order to modify Salesforce to be consumer demand based, by the end of the session, a year long roadmap was created to give them the exact steps to take over time. This roadmap included strategy, a continued technology implementation process, and a customer journey map.