Aura worked with a major marketing communications agency to implement a simple and integrated process to manage their relationships with past, current, and target clients.

Our client knew they had established good working relationships with their clients. However, they did not have an effective relationships management system in place to maintain and build these valuable relationships.

Aura did the following:

• Redesigned their existing contacts database, turning it into a relationships management tool - categorising and prioritising contacts and supporting all marketing activities
• Centralised all of their important contacts into this database, and introduced regular processes to maintain this information and use it to great effect
• Developed ways to extract this information into useful reports that leverage relationship building and marketing efforts

Our client now has:

• A centralised system indicating who they do and don't know, what they know about them, and how important they are
• Categorised and prioritised contacts lists that support their marketing activities and in turn leverages their time
• Processes that indicate which contacts need to be contacted and when

Back to Relationships Management