Euphemia Consultants

CRM Measurement Foundation

Connect CRM activity to customer and commercial outcomes.

A measurement framework that shows CRM's real effect on conversion, retention, customer value and pipeline.

Starting investment
£3,500 + VAT

Prefer email? hello@euphemiaconsultants.co.uk

01 · Measure

What's included

Best for

Teams that report opens and clicks but cannot confidently demonstrate CRM's effect on conversion, retention, customer value or pipeline.

  • Measurement maturity review
  • Business and lifecycle KPI tree
  • KPI definitions
  • Campaign and automation naming taxonomy
  • Conversion-event requirements
  • Attribution recommendations
  • Dashboard wireframe or configuration where possible
  • Performance baseline
  • Testing framework
  • Control-group guidance
  • Monthly reporting template
  • Insight and recommendation template

02 · The detail

Deliverables & scope

  • CRM measurement framework
  • KPI dictionary
  • Tracking and taxonomy requirements
  • Dashboard specification
  • Testing framework
  • Reporting template

Ready to talk about the CRM Measurement Foundation?

Prefer email? hello@euphemiaconsultants.co.uk