How Our Ongoing Services Work
We start by regularly assessing the condition of your CRM data and gathering feedback from users. This helps us understand current issues, new data challenges, and any specific needs that arise. By doing this continuously, we ensure that the data stays aligned with your operational goals.
Once we understand the current state of your data, we align the necessary data quality rules and set clear standards for your organization. This includes defining proper data formats, addressing data gaps, and ensuring consistency across all CRM records. Setting these standards upfront is critical to maintaining a high level of data quality.
Based on the data quality standards defined in the previous step, we make necessary adjustments to your CRM configuration. This can include modifying mandatory fields in forms, updating workflows, and ensuring that your CRM structure supports your data quality rules. By aligning your CRM settings with the standards, we help your teams work more efficiently and ensure data consistency across all processes.
Using advanced tools like Insycle and HubSpot’s Operations Hub, we set up data automations to handle routine cleansing tasks such as deduplication, formatting, and data enrichment. These automations run in the background, continuously maintaining data health without manual intervention, ensuring that your CRM data stays accurate and usable.
- D02 (Business): Monthly reports are provided, giving a detailed overview of data condition, actions taken, and recommendations for further improvement.
- D01 (Basic): Reporting occurs on a quarterly basis, providing key insights and data health updates.
- D02 LT (Business Lite): Reporting frequency is customized based on your plan, typically delivered every six months, ensuring regular check-ins without overwhelming your team.
D01
Basic
Ensure your teams have clean data to segment customers and inject more personalization into their campaigns.
Starts at
USD 1,246/mo
D02
Business
Provide your teams with accurate context to fuel effective conversations and better respond to customer issues.
Starts at
USD 1,985/mo
D02 LT NEW!
Business Lite
A tailored data management solution ideal for SMEs or larger organizations with low rates of data generation.
Starts at
USD 558/mo
Shoshana Glickman
Marketing Manager
We were very happy with the service!
King White
CEO
They did a great job. Very professional.
Kylee Rocher
Marketing Automation
Carlos was incredible to work with! Before working with Binomial, we really struggled with duplicate contacts and accounts with our two CRMs. Carlos helped us create a tailored plan to address our data issues and worked with us in a timely manner to get the job done. Not only did Carlos complete the work efficiently, but he also made sure we understood how he was doing it, so we could maintain processes after the project was over!
Gemma Haggarty
CMO
It was an absolute pleasure to work with Carlos. He was clear about the work that was needed, kept us updated, and was organised and efficient in his delivery. I'd definitely use Binomial again.
- Regular data assessments to identify any emerging issues (e.g., duplicates, inconsistencies).
- Automated data cleaning to remove duplicates, fix formatting issues, and standardize data.
- Continuous monitoring of data health.
- Custom automations designed to address your specific data needs.
- Detailed reports showing the actions taken and the status of your data.
We offer different levels of ongoing services to fit your business needs:
- D01 Basic: Includes regular data assessments, basic data cleansing, and standardization. Best suited for businesses with smaller data needs.
- D02 Business: Our most comprehensive service includes everything from D01, plus more complex data operations like deduplication, data association, and custom workflows for businesses with larger data volumes.
- D02 LT Business Lite: Tailored for small to medium-sized businesses, providing essential data management services with a lower and limited monthly workload.
Our ongoing services follow a proactive approach, find more info here.
Yes. We operate with full transparency. While many of the day-to-day automations will run based on the templates and workflows we’ve established, you will be notified for any significant changes or adjustments. This allows you to approve major updates before they are implemented.
Data security is central to our services. We ensure your data is protected through the following measures:
- Client-Owned Tools: We work on your CRM systems, ensuring that you retain full control and access to your data.
- Secure Access: We use secure, encrypted connections to access your systems, and only authorized personnel have access to your data.
- No Unapproved Changes: We do not make changes without your knowledge. Every critical change is approved by you.
- Data Breach Response: We have a clear Data Breach Response plan in place to address any potential security incidents swiftly and effectively.
No, as the data controller, it is the responsibility of our clients to ensure compliance with regulations such as GDPR and CCPA. However, we do everything we can to support your compliance by following data security best practices and using industry-standard tools that comply with these regulations. Additionally, we offer a Data Breach Response Plan as part of our Data Security Plan, ensuring quick action in case of security incidents.
Our pricing for ongoing services varies depending on the level of service. Final pricing will depend on the complexity of your data and the scope of services required.
Yes, our services are designed to be flexible. If your data management needs grow or change, we can adjust your service plan accordingly. Whether you need more automation, additional workflows, or more in-depth reporting, we will tailor the service to fit your business.
If you require additional support beyond your regular service plan (e.g., special projects, urgent data cleanups), we can provide additional services on demand. Just reach out to our team, and we’ll be happy to assist with any extra requirements.
Getting started is easy. Simply contact us to schedule an initial consultation. We’ll assess your data, discuss your goals, and help you choose the best service plan for your needs.