Sales & Marketing

ClientLoyalty provides a framework to manage the performance of expensive sales and marketing relationships (e.g. marketing agencies). As the nature of these relationships is highly fluid, and performance measurement tends to be highly subjective, the installation of a process not only designed to systematically capture and analyze the right metrics, but also, to circulate meaningful, on time feedback, helps ensures desired behaviors.


Below are examples of the many disciplines within Sales and Marketing where ClientLoyalty software can help your team get the most out of your suppliers.

  • Inside Sales
  • Field Sales
  • Agency Management
  • Digital Marketing
  • Client Success
  • Client Support


Not surprisingly, when suppliers understand they are being managed against mutually agreed upon expectations, they perform at a higher level. This is especially true among Sales and Marketing firms. A constructive approach to measuring performance yields:

  • Increased accountability
  • Focused continuous improvement discipline

ClientLoyalty’s data model is exhaustive yet flexible. It is based on four data types:

  • Performance – operational data (KPIs) (e.g. Increase in leads from new marketing campaign)
  • Experience – 360 feedback data
  • Reputation – social and news sentiment
  • Risk – supplier risk and control environment


ClientLoyalty centralizes and standardizes the engagement management process. As a result, the following benefits are more fully realized:

  • Increased compliance and governance
  • Improved productivity and collaboration
  • Reduced cycle-time and duplication of tasks

By centralizing documentation/control and standardizing/automating KPI monitoring processes, assigned resources are made more productive:

  • Document management – tag and store critical documents (NDA, COI, notes, etc)
  • Contact management – identify and tag critical internal and partner contacts
  • Contract details – create standardized tags to identify contracts in and out of compliance
  • Spend management – upload actual to budget spend and identify areas of over/under

ClientLoyalty transforms SPM. The spreadsheets, ad hoc survey tools and shared drives that we replace are no match for the disciplined, continuous improvement process we deliver. Contact us so we can talk further about your needs.

« Check out all of the Supply Markets that ClientLoyalty specializes in.

Download our Latest Business Case

View our Latest Infographic

Find out Your Annual Benefits with our Benefits Estimator