This medical device company had lots of different CRM systems and tech platforms including Hubspot, Active campaign and Go High Level. (37 in total to be exact).
They also understood that there were many marketing automations that were being sent to the wrong individuals or were just not functioning at all.
However because they had so many systems overlapping and interfacing with one another, it was getting difficult to understand where the issues in the marketing automations lay.
One of the main objectives was to move the CRM to the CRM called Go High Level, but this company lacked the technical knowledge and detailed understanding of the tech stack to know how to do this.
In addition, the company wanted to reduce redundant software but was unaware of which softwares were relevant.
A framework was implemented that has worked well across multiple companies to tackle each problem step by step