CRM

CRM

Connect enquiries, people and marketing activity in your chosen CRM.

What I can help with

Practical, senior-led delivery.

I can deliver the work directly, work alongside your internal team or coordinate specialist support. Scope, outputs and responsibilities are defined for your business.

01

CRM configuration

Planned against your commercial goals and connected to the rest of your marketing.

02

Segmentation

Planned against your commercial goals and connected to the rest of your marketing.

03

Sales handoff

Planned against your commercial goals and connected to the rest of your marketing.

04

Reporting integration

Planned against your commercial goals and connected to the rest of your marketing.

How it works

Clear steps, agreed outputs.

  1. 01

    Review

    Understand where you are, what is working and what is not.

  2. 02

    Plan

    Agree priorities, scope, owners and measures.

  3. 03

    Deliver

    Do the work, hands on, alongside your team.

  4. 04

    Measure

    Report on results and refine what comes next.

Tools where they help, never as the strategy.

Software subscriptions are agreed separately. Outbound and personal data workflows account for applicable privacy, direct marketing and platform requirements.

Experience

Brands Vicki has worked with.

  • Accenture
  • XTB
  • GenHive
  • Heidelberg Materials
  • Nord
  • BW&P
  • Seer

Ready to make your marketing work harder?

Whether you need fractional CMO leadership, a better connected marketing operation or help attracting the right talent, let’s discuss the right starting point.

Let’s Talk