06 / 08 · CRM first, with MarTech around it
CRM MarTech
A CRM at the centre, with MarTech joined to it: one connected view of the customer across marketing, sales and service.
CRM implementation, configuration, integration and improvement, with MarTech support and engagement platforms connected around it: Emarsys, HubSpot, Salesforce and Zoho, depending on your licensing and integration options.
Try it
Pick a trigger, see the journey.
The same customer, one journey across email, WhatsApp and your CRM.
Customer journey builder
Illustrative · built on your platform: Emarsys, HubSpot, Salesforce or Zoho
Trigger
- NowEmailWelcome message with the next step
- Day 2WhatsAppReminder to opted-in customers only
- Day 5EmailProduct tips, if the welcome was opened
- Day 7CRMTask for sales when the lead is engaged
Problems we solve
Customer data lives in disconnected tools.
Integrations between CRM, marketing, sales, support and your own applications.
Duplicates and messy records block campaigns.
Cleansing, de-duplication, standardisation and validation, with a review path for exceptions.
Journeys are inconsistent from team to team.
Lifecycle journeys and triggered communications on Emarsys, HubSpot, Salesforce or Zoho.
What we build
Open any service for the full brief: what we provide, where it fits and where AI can help.
Customer Engagement Platform Implementation
Journeys, segments and automation, configured properly.
- Requirements mapping and platform configuration
- Customer data and event integration
CRM & Third-Party Platform Integration
Emarsys, HubSpot, Zoho and your other tools, in sync.
- API and webhook integrations
- Data mapping and transformation
High-Volume Data Processing & Cleansing
De-duplicated, validated, campaign-ready data.
- Duplicate detection and consolidation rules
- Format and value standardisation
Stronger with the rest
CRM MarTech rarely works alone. This is how it joins the other capabilities.
- CRM MarTech + AI AgentsAgents that read CRM and campaign data, answer questions about it, and keep records up to date.
- CRM MarTech + AI Integrations & WorkflowsAI that drafts content variations, flags unusual records and summarises customer interactions.
- CRM MarTech + WhatsAppWhatsApp campaigns and conversations coordinated with CRM segments.
- CRM MarTech + Digital MarketingCampaigns, audiences and conversion work measured against the same CRM records.
Tools and technology
- Platforms
- EmarsysHubSpotSalesforceZoho
- Integration
- APIs and webhooksMicroservicesPOS and payment gatewaysSupported connectors
Configuration, migration, campaign setup, integration, automation, reporting and support can be delivered as separate or combined workstreams.