Understanding what information you currently have

Understanding your starting position is a vital first step in any attempt to achieve the real goal of high quality, accurate data that is relevant for your firm and the sectors in which you operate.

By reviewing what data the firm holds, where it is held and how it is used, it is possible to define a strategy and put in place best practice processes for the management of your client and prospect information.

The Shamrock data audit is conducted by taking data, usually from the different sources in the firm, then carrying out a high level analysis on, content, ownership, likely duplication and key market segments.

In our experience the data held on the marketing database can often differ significantly from the current clients listed on a firm’s practice management system. In addition the information held on spreadsheets and Outlook files can bear little relation to the firm’s current priorities in terms of industry sectors and organisation types. The audit will help to understand the situation so that any necessary plans can be drawn up to build a more appropriate data set.

To find out more
For further information, please contact Michael Warren, Client Services Director, on 0870 351 1846 or michaelw@shamrock-marketing.co.uk