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Products and Services

NEW! Auditorium

As more and more firms consider their options when it comes to CRM technology there is an increasing need to be able to measure how the firm is performing and if it is achieving its objectives. This is particularly true when firms are having to decide to stay with their existing CRM provider or to move to a new platform and invest in new technology.

For a number of years Stanton Allen have provided tools for a range of CRM platforms to “score” the quality of our clients’ data. This has looked at the importance of companies and contacts, the level of engagement of clients and targets and the overall data quality.  SA Auditorium—a new product—will allow firms who use our suite of existing scoring applications to submit the results of their data scoring for benchmarking.  An automated script will extract the results of the scoring automatically which is then submitted securely each month to be consolidated with the firm’s own data from previous months

KPI Analysis

Ongoing progress comparison against previous results across KPIs, including System Usage, Data Completeness, Marketing & Segmentation and Data Quality. Tailor these KPIs to request specific data point analysis and measure their CRM programmes.

Peer Analysis

To enable the firm to determine if the initiatives that they are undertaking are achieving the desired results, a comparison with other Auditorium clients across a range of industry standard data points.

Subscription

Auditorium will be charged on an annual subscription basis: Level 1 for high level comparison data points; Level 2 for more narrative around trends and best practice.

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Manage "Who Knows Who?" Relationships within your data.
Enables firms to be able to automatically create activities and reminders for contacts.
Enables an administrator to archive contacts into a secure hidden folder.
Automatic ranking of contacts and companies based on a range of criteria.
Detailed reporting for activities of selected types within predetermined groups.
Generate actionable and meaningful business development reports.
Identify and implement the most effective CRM system and strategy.
Avoid bad data by auditing and scoring existing data.
Integrate data from other company systems into your CRM.
Gain insight on how best to migrate your company data to your CRM.
Classify contacts based on their role, specialism and seniority.
Use our toolkit to audit your current data and report on progress as you implement...
Clean and Standardise your data effectively with our help.
Measure the quality of data, user behaviour and contact engagement.