Couch & Associates Reviews & Provider Details

Organized, very thorough and detailed, friendly and responsive. I appreciate the guidance and insight Couch has provided throughout this handoff. All documents and trainings are detailed and easily available to our team to reference after our contract is finished. My favorite document they created is the naming convention calculator. Review collected by and hosted on G2.com.

My preference would have been to have projects to work on earlier in the process. I find being able to do the work and have a contact to ask questions or QA work earlier is helpful when learning a new program. Review collected by and hosted on G2.com.

organized, thorough, and knowledgeable team Review collected by and hosted on G2.com.

Nothing I disliked about Couch & Associates Review collected by and hosted on G2.com.

Couch helped us with custom workflows to close the gap between says and onboarding. Review collected by and hosted on G2.com.

James and the team at Couch are great. They provide Salesforce best practices, detailed UAT to confirm we implemented everything correctly, and are always prompt with feedback and delivery. Review collected by and hosted on G2.com.

We used C&A to help admin our Salesforce instance shortly after a major overhaul was done to it. We had a number of process improvements that needed to be made as well as creating a number of custom objects to bring additional teams onto the platform. Review collected by and hosted on G2.com.

C&A was a true partner with our business throughout our time together. Instead of just simply providing admin help, C&A provided guidance on best practices to improve our marketing and sales automation so we set up well for future projects and improvements. Review collected by and hosted on G2.com.

We used C&A for a few of our projects which included a highly strategic development, integration and deployment of an Oracle tool so that we could maximize our lead generation and, processing efforts. Review collected by and hosted on G2.com.

The entire team was open and willing to share their expertise. We had very specific requirements and tight timelines, which the team had no issue meeting. Review collected by and hosted on G2.com.

C&A came on board during a critical time in our business, when we were lost our core marketing operations team and were making major changes to our marketing and business processes. Since coming on board, C&A has not only helped our team quickly get back on our feet, they've set the foundation for us to onboard new team members and scale. Review collected by and hosted on G2.com.

C&A goes the extra mile to integrate themselves into your team: they're knowledgeable about industry best practices, but make it priority to understand your business and your business needs. C&A provides solutions are tailored to your business and they equip you with training and documentation so you can scale successfully. Review collected by and hosted on G2.com.

Assess and implement Comsights activity tracking tool that integrates with Salesforce. Review collected by and hosted on G2.com.

The team is very knowledgeable and eager to help. I dealt with Abrar, who was not only very friendly, but assisted with the full integration of the the application. I was kept abreast of the installation and implementation process each step of the way. Review collected by and hosted on G2.com.

Analysis of current Salesforce implementation. Recommendations and implementation of industry best practices to enhance our Salesforce use and processes. Tested and scheduled releases over a period of three months. Review collected by and hosted on G2.com.

The team at Couch and Associates were definitely seasoned Salesforce experts. There consultation process was flexible and efficient adapting to our business needs, processes and timelines. The team gave us great advice and updated a dated and basic Salesforce implementation. Review collected by and hosted on G2.com.

C&A has helped with our Marketing & CX strategy related to:

• Member journey mapping & optimizing CX based on data-driven insights

• Setting goals & reporting on results of initiatives

• Identifying in real time what’s working & what isn’t to ensure we get the highest ROI as a not-for-profit

• Automating the customer journey to provide a more personalized customer experience and better operational efficiencies

• GDPR & compliance, opt-in strategy and email deliverability

• Acquisition programs

• Retention programs

• Driving greater customer engagement

• Preference Center strategy & management Review collected by and hosted on G2.com.

• They help with strategic and tactical work

• They teach us processes and best practices to improve our own skills and better reach goals internally

• They help us socialize new ideas and gain buy-in from the organization to ensure adoption

• They know our business and provide valuable recommendations that impact our goals Review collected by and hosted on G2.com.

Couch helps us with email marketing automation strategy and technology. They've been valuable partners in helping us rethink and improve our member renewal, acquisition, retention, and welcome/orientation campaigns.

They've also lent us technical expertise, helping us connect Oracle's Eloqua platform with our association management system (AMS). Upon request they've designed several email templates for our organization. Review collected by and hosted on G2.com.

Couch is always responsive and knowledgeable, and has really helped guide our strategy for member engagement and retention. They're always flexible in travel and meeting times. Review collected by and hosted on G2.com.