CLEARGOALS
Move Faster. Connect Smarter.
Overview
CLEARGOALS provides traditional enterprise software services including:
Implementations, integrations, training, database architecture, customized solutions, and configuration services, marketing agency programs and managed services for marketing departments.
Headquartered in New York City with offices in the United States, Canada, and France, CLEARGOALS has a bench of knowledgeable experts serving top brands globally with deep product expertise.
Services
Implementations
- Customer Experience Platform setup & launch
- CRM implementation & system upgrades
- Standard email design, deployment & go-live support
- Enablement training & ongoing managed support
- Proven implementation methodology from day one
Process Planning
- End-to-end project management & delivery oversight
- Strategic requirements analysis & stakeholder alignment
- Marketing & sales needs assessment and discovery
- Process design documentation & workflow mapping
- Campaign optimization & performance improvement
- Data mart design & ETL architecture
Training & Development
- Tailored training programs & custom class scheduling
- Post-implementation workshops & knowledge transfer
- Continuous platform optimization
- User & technical support across all skill levels
- Campaign design, build & execution
- Routine & deep-dive technology and process audits
Managed Services
- Custom marketing reporting, dashboards & ongoing maintenance
- Customer analytics & actionable insights delivery
- Detailed project scoping & deliverable management
- Full-service email marketing agency support
- Flexible, custom support arrangements tailored to your team
Data Management
- Custom data feed creation, automation & ongoing management
- Data model design, extension & architecture
- Database mapping, segmentation & audience structuring
- User group configuration & security management
- Scalable data infrastructure built for enterprise growth
Customer Relationship
- Transparent, proactive communication at every stage of engagement
- Relentless focus on client goals, outcomes & measurable results
- Deadline-driven delivery with the flexibility to adapt to evolving needs
- A true extension of your team — responsive, strategic & results-oriented
Media
Testimonials
Your team has been an amazing partner and we would love to keep working together on a monthly basis for Braze support and some hands-on Braze work like refining and creating campaigns etc. You really have an awesome team and have been so helpful.
VP of Marketing
CLEARGOALS has been an invaluable partner in helping us fully leverage and optimize our use of Braze. Their team supports everything from campaign orchestration and performance analysis to engineering collaboration. With their deep platform expertise and proactive approach, they’ve helped us streamline execution, improve targeting, and accelerate key lifecycle initiatives. CLEARGOALS consistently acts as a true extension of our team; responsive, strategic, and results-driven.
Director, CRM
