Couch & Associates Reviews & Product Details

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.

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.

Couch & Associates performed a custom deployment of Salesforce.com. They configured the platform specifically to our needs based on initial discovery and included custom email tracking and sales attribution solutions. Review collected by and hosted on G2.com.

They were very efficient and organized. Our entire deployment took one month and it has has a significant positive impact on our operational efficiency. The team is very knowledgeable, both technically and strategically, and we look forward to working with them again in the future. Review collected by and hosted on G2.com.

Setting up a new instance, MAP migration, Custom cloud Apps, Eloqua-SFDC integration, Data Washing machine, Custom lead routing and scoring Review collected by and hosted on G2.com.

Smart and intelligent team players. Technical team comes up with innovative solutions on multiple occasions. In my observation this was because of their solid technical background and rich experience working with different clients.I am impressed by their project management skills too. Review collected by and hosted on G2.com.

I have worked with Couch & Associates for many years, at my previous and current jobs. They have delivered marketing automation solutions as well as lead reporting and insight solutions. They have also stepped in when I suddenly lost my resources and helped me manage my marketing automation team and execute on projects - build strategy that aligned with organizational goals, roadmap and reporting KPIs against benchmarks. They were also instrumental in optimizing the investment in my automation platform. Review collected by and hosted on G2.com.

Really understood our business and became a part of our team. Made it easy for us to separate strategy from tactics. Helped us to become more data driven, which allowed us to make the best of the resources that we had. Review collected by and hosted on G2.com.

We have hired Couch & Associates for several Eloqua related projects. Since we do not have an Eloqua expert in house, Couch &Associates has taken on that role. They really have become an extension of our marketing operations team. Review collected by and hosted on G2.com.

Couch & Associates have been great at constant touch bases through out each project. They come to the meetings very well prepared so that each meeting is very productive. We typically can make decisions based on the data presented. Review collected by and hosted on G2.com.

They have helped with so many projects. From customer onboarding to acquisition and win back. Most currently we're working on a customer referral program that isn't performing well. We hope to turn it around. Review collected by and hosted on G2.com.

We use Eloqua for email, almost no other non-profits use this software so we're on an island. They completely understand how to use the tool and its functionality. Without that knowledge, we could not be successful. Additionally, they understand digital marketing which is also helpful. They are all very professional and knowledgable. They are an essential part of our marketing process. Review collected by and hosted on G2.com.

Couch & Associates team were hired to provide Salesforce consulting for my company Review collected by and hosted on G2.com.

The team is an expert on all things Salesforce. They took the time to gather and understand the project requirements and were keen on providing excellent communication and updates throughout our engagement. Review collected by and hosted on G2.com.

Couch & Associates helped to optimize Eloqua integration and implementation with Salesforce such as designing and implementing lead scoring, contact washing machine, improve lead management, etc. Review collected by and hosted on G2.com.

The team we worked with are very knowledgeable and technical. They understood our business needs and provided strategic advice that helped us improve our processes. They are also organized and flexible when things needed to be changed. Review collected by and hosted on G2.com.

We have worked with C&A on strategic email marketing planning and execution including member journey, member engagement, acquisition, retention and advocacy, as well as email governance. They have helped us set, achieve and exceed marketing goals and communicate our team's achievement and value to our organization while showing us how to operationalize iterative campaign management strategies. C&A helps us determine and implement optimized process infrastructure and technology architecture to enable CX strategy. Review collected by and hosted on G2.com.

Strategic

Process oriented

Innovative

Creative

Project management Review collected by and hosted on G2.com.

We worked with Couch & Associates to build a data visualization product for law firms. Review collected by and hosted on G2.com.

Exceptional tech iCal skills,superb project management, great attention to detail, friendly and caring attitude. Review collected by and hosted on G2.com.

I worked closely with Couch & Associates at my last employer where they provided strategy and implementation for our marketing automation program. Review collected by and hosted on G2.com.

They were extremely knowledgeable, agile, supportive, trusthworthy and collaborative. They truly cared for our business and always provided ideas and solutions that were best for the company, not just for them. You can't go wrong with C&A. Review collected by and hosted on G2.com.

C&A is our trusted partner for strategic Marketing Planning and execution including member journey, member engagement, acquisition, and retention. They have helped us set, achieve and exceed marketing goals through complex and simple digital marketing campaigns. C&A has helped us become more strategic with our marketing. Review collected by and hosted on G2.com.

C&A is very easy to work with and clearly has a desire to see us succeed. They have innovative staff and a great deal of experience and expertise with Eloqua. Review collected by and hosted on G2.com.

Eloqua and Salesforce process consulting, lead and account scoring, marketing strategy. Review collected by and hosted on G2.com.

They are incredibly professional in their approach to every challenge and amazingly thorough in the solutions that they provide Review collected by and hosted on G2.com.

Built out a custom mobile application with an integration with our marketing automation platform. Review collected by and hosted on G2.com.

The level of expertise you receive in all areas having to do with marketing is absolutely phenomenal. Review collected by and hosted on G2.com.

Quick and successful implementation of a process for deployment of email campaigns. Review collected by and hosted on G2.com.

Speed of responsiveness, support, very knowledgeable and helpful. Review collected by and hosted on G2.com.

Scale marketing automation efforts to large national salesforce and customerbase. Review collected by and hosted on G2.com.

When working with Couch & Associates you have the smartest people who are not just an extension of your team, they are your team. I highly recommend them, especially James to be your partner for marketing strategy planning as well as being the martech expert for your team. Couch and Associates collaborated with our team to understand our business nuances, brainstorm strategies, helped us get cross-functional buy-in and executed technically complicated plans. It terms of operational time savings, one of their strategies saved our company over $1 million per year. Talk about ROI. Review collected by and hosted on G2.com.

Pardot SME to help run the II campaign Review collected by and hosted on G2.com.

Dan was always available for calls and questions and very clear with all his deliverables Review collected by and hosted on G2.com.

Worked with Couch & Associates at my last employer where they pulled our bacon out of the fire, then helped us learn to think and execute strategically with marketing automation. Hired them again in my current role to help us ship a time-sensitive campaign and do some custom configuration in our Pardot instance, and they once again came through. Mike runs a polished shop, Carey cares deeply for his accounts, and the whole team gets it done. Review collected by and hosted on G2.com.

Couch has a reflexive problem solving mentality. They are truly solution driven in a world where everyone claims to be and few are. They find a way. Review collected by and hosted on G2.com.