Client acquisition and retention project in FS sector

Project status
Project start date
Not specified
Project posted
16 Jul 2014 10:04
Project duration (approx.)
91.0 Days
Budget (approx.)
£54.17 / day
Financial Services
Area of expertise
Marketing & PR
Consultant location

Objectives and Key Deliverables

We are a fast growing SME in the b2b space with a multi-million pound turnover that we are looking to double.  We have a significant amount of data on our clients and would like to have a consultant work with us on the development of a CRM and cross selling strategy.We are looking for a marketer with experience in the professional services space who can work with our existing marketing team on initially reviewing the data and then developing the framework which the internal team could implement.The project can be completed remotely although an initial period would be needed to spend with the client onsite in Norwich.We will be looking for assistance from the consultant to help scope the project and define the deliverables.

Requirement: Do you have experience in creating CRM strategies?
Desired response: No

Requirement: Do you have experience in professional services marketing?
Desired response: No

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