CRM
DATA
ANALYTICS
MARKETING
Boost revenue and simplify operations with strategic solutions designed for sales and marketing teams.
Get to Know Us
At Crinkle Cut Digital, we're dedicated to enhancing the effectiveness of Financial Services sales and marketing teams. Our approach is rooted in deep industry knowledge, innovative strategies, and unwavering support. We help our clients navigate complex challenges, optimise their operations, and achieve sustainable growth.
For Sales Teams
Tools to Elevate Your Team
01
CRM Implementation
Configure your CRM to streamline sales and marketing activities, ensuring optimal data management, communication tracking, and compliance with industry regulations. Develop custom workflows and integrations tailored to your unique needs, enhancing team efficiency and boosting overall business performance.
03
Advanced Analytics
Gain actionable insights with custom fund flow analytics, monitoring FUM and inflows, and identifying trends and risks. Use data to drive decisions and optimise your strategies with real-time visibility into financial movements, enhancing your investment management capabilities.
02
CRM Support
Maintain and optimise your Salesforce environment with unlimited support for user management, customisation, automation, and data integrity. Troubleshoot issues, conduct system audits, and implement routine checks to ensure smooth operations and maximise your CRM's value.
04
Data Management
Consolidate and integrate diverse data sources into your CRM for accurate, up-to-date records. Automate data processing, mapping, and validation to maintain data integrity. Utilise custom dashboards and reporting to provide comprehensive insights into platform data and financial trends.
For Marketing Teams
Solutions That Drive Results
01
Email Platform Implemenation
Set up and optimise your email marketing platform to drive engagement and conversions. Ensure seamless integration with your CRM for targeted communication and personalised outreach.
03
Event Management
Plan and execute impactful events that resonate with your audience. Manage end-to-end logistics, from invitations and registrations to follow-up communications.
02
Email Design
Create compelling and responsive email designs that align with your brand. Develop templates and content strategies that increase open rates and engagement.
04
Data and Segmentation
Utilise precise audience segmentation to deliver targeted marketing campaigns. Leverage data to refine messaging, improve targeting, and maximise campaign ROI.
For All Teams
01.
No hidden or additional fees
02.
Expert Industry Knowledge
03.
Access to Continuous Innovation
04.
Personalised Support for Every Client
05.
Flexible Service Agreements