No technologies have become more synonymous with the ability to scale a business than CRM and Marketing Automation.
As operations moved online, managing the customer experience well, with customer intelligence at the center, stopped being optional. We help you evaluate and attain the right tools to generate sales, manage marketing operations, and serve your customers directly.
Customer Intelligence, as your advantage.
Over the last fifteen years, CRM and Marketing Automation have made possible what was once impossible, letting businesses manage relationships, retention, and growth at a scale that manual effort never could.
The advantage no longer comes from simply owning the tools. It comes from choosing the right ones for how your business actually works, and connecting them so every customer interaction feeds a clearer, shared picture of the people you serve.
How we help you get customer intelligence right.
With decades of first-hand experience implementing, advising on best practices, and working directly with and for CRM and Marketing Automation vendors, your business could not ask for more experienced advisors. Here is where our advisory focuses, and if you’re weighing a CRM decision right now, see how we approach CRM selection →
The Right CRM Platform
We help you find the CRM that delivers the capabilities your strategic goals require, improving customer relationships, focusing on retention, and driving sales growth, chosen with your whole IT ecosystem in mind.
The Right Marketing Automation
Marketing Automation complements CRM, and the best strategies integrate the two so marketing efforts tie back to the customer. We help you find and align the technologies that make your marketing more effective and automate the repetitive work.
Integration That Connects the Picture
The value is in the connection. We advise on integrating CRM and MarTech with the rest of your stack so data flows cleanly and every team works from the same view of the customer, not their own island.
A Plan For Where You’re Going
Not sure where to start? We review your business from vision to frontline and deliver a plan and roadmap that prepares you for sustainable growth, so the technology serves the strategy, not the other way around.
Technologies we know first-hand.
We remain fiercely independent, we don’t resell or implement, so our guidance is grounded in experience across the platforms, not a vendor quota. We commonly evaluate and advise on:
Salesforce
Microsoft Dynamics 365
HubSpot
Zoho CRM
Oracle & Siebel
SugarCRM
Sage CRM
Pegasystems
Adobe / Marketo
and more
Making it work, end to end.
Choosing the platform is the start. Getting lasting value depends on the disciplines around it, the ones that decide whether customer intelligence actually reaches your customers.
Alongside platform selection, we advise on the areas most often tied to CRM and Marketing Automation success:
- Email deliverability best practices
- Messaging and collaboration technologies
- Content management systems (CMS)
Two practical places to start.
Wherever you are in the journey, there’s a useful, no-cost next step, and each one puts our method in your hands before we ever talk.
Score Your CRM Readiness
Before you commit to a platform, find out whether your team is set up to succeed with it. Our free assessment scores you on the factors that decide the outcome and sends a tailored report. Take the assessment →
Compare Vendors Objectively
Already evaluating? Use the same scoring template we use in engagements to rank vendors against what your business actually needs, before a demo sways the decision. Get the free matrix →
Ready to scale on customer intelligence?
Let’s talk about the right CRM and Marketing Automation strategy for your business, no cost, no obligation, and no software to sell you.
StrataNorth LLC
15 Main Street, Suite 139
Watertown, MA 02472
Email: LearnMore@StrataNorth.co
Phone: +1 (617) 612-5231