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CRM Optimisation

Unlock the full potential of your customer data with smarter CRM optimisation. Streamline processes, improve visibility, and create meaningful customer journeys – we help you turn your CRM into a powerful growth engine.

CRM Optimisation Specialists

At Verve™, we help brands unlock the true potential of their CRM systems. Whether you’re struggling to translate customer data into meaningful action or finding your workflows slow and fragmented, our team of in-house CRM and marketing specialists can help. From Klaviyo and Salesforce to Shopify, Magento 2, and WooCommerce, we configure, optimise, and connect your systems to deliver measurable commercial results.

 

Our approach is simple: combine technical expertise with commercial insight to strengthen customer relationships, increase retention, and scale revenue. Every decision we make is guided by one goal; ensuring your CRM is not just a system, but a revenue-driving engine.
Graph Showing Email Marketing Customer Value by Segment

Turn fragmented data into actionable insight with a CRM built around your business goals. From automation to performance tracking, we optimise your systems to increase efficiency, improve retention, and drive revenue.

Our CRM Optimisation Expertise

Klaviyo & Salesforce Optimisation

Configuring complex automations, refining segmentation, and enabling personalised journeys that convert.
Shopify, Magento 2 & WooCommerce Integration

Connecting ecommerce platforms seamlessly with your CRM to power smarter marketing and reporting.
Automation & Workflow Optimisation

Eliminating bottlenecks, streamlining processes, and ensuring your team spends less time on repetitive tasks and more time on strategy.
Behavioural Targeting & Predictive Analytics

Turning raw data into actionable insights, so every interaction feels personalised and timely.

Our Approach to CRM Optimisation

Audit & Discovery

We assess your current system, workflows, and data quality, identifying gaps and areas for improvement.
Strategy & Roadmapping

We translate your business objectives into a CRM strategy that prioritises retention, revenue growth, and customer engagement.
Configuration & Optimisation

Automations, customer lifecycle flows, segmentation, and reporting are all tailored to maximise efficiency and commercial value.
Continuous Improvement

Your CRM evolves with your business. Our retainers ensure ongoing optimisation, testing, and growth-focused enhancements.

Testimonials

“Where to start…. Finding a marketing agency is a minefield with in its self!! I feel many just tell you what you want to hear to gain your business, and then massively overcharge and underdeliver. Verve™ were able to taylor a package to suit my needs and expectation levels right from the off. After working closely with them for the last 6 months I can honestly say, I would trust Verve™ with any part of the marketing process within my business. Honest, open and transparent!”
Sam Holliday
Director – Future Riders
“Verve™ have done a superb job of setting up Klaviyo for us. It is delivering excellent results and is far superior to the software we were using previously. A big thanks to Callum for encouraging us to move.”
Kathryn Shepherd
Berwick Care
“We have worked with Verve™ for over 10 years and found their approach to our work to be of an exceptionally high standard. They understood what we needed and delivered it to an incredibly professional finish. Their team has been great, and we highly recommend their work to others. ”
Charlotte Downs
Director – Fastco Fasteners & Fixings
“Working with Verve™ has been an overwhelmingly positive experience. We did a lot of research before choosing them, as it was a big decision for us and represented a significant change in our whole business model. I am profoundly appreciative that we chose Verve™ and am looking forward to a long-term collaboration with the team. Thank you!”
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Kate Redmond
Style Coaching Institute
“The team at Verve™ are brilliant to work with, offering a personal service with great input.”
Becky Hollows
Target Feeds
“We’re delighted to have worked with Verve™ on the latest Tudor Griffiths website, TG Dream Kitchens & Bathrooms. From the outset, we’ve found their approach to our work to be of a particularly high standard. They understood the brief exactly and have delivered it to an incredibly professional finish. Their team has been a joy to work with and we highly recommend their work to others.”
Patrick Dixon
TG Group

Integrations & System Connectivity

A CRM is only as powerful as the data it can access. We specialise in connecting multiple platforms to create a single, unified view of your customers:

 

  • Ecommerce Platforms – Shopify, WooCommerce, Magento 2

  • Email Marketing & Automation – Klaviyo, Salesforce Marketing Cloud

  • Analytics & Reporting Tools – Google Analytics, BI platforms

 

This connectivity allows for automated workflows across systems, enriched customer profiles, and insights that translate into actionable marketing campaigns. No more silos, no more manual data transfers – just smart, connected systems that save time and drive growth.

Reporting & Insights

Good CRM isn’t just about sending emails or running campaigns. It’s about understanding your customers, measuring performance, and using insights to fuel growth.

 

Our team builds:

  • Actionable Dashboards – showing the metrics that matter, from retention rates to revenue per customer.

  • Customer Behaviour Insights – tracking engagement, purchases, and lifecycle journeys to inform smarter marketing.

  • Predictive Analytics – identifying trends and opportunities before they happen, so your campaigns are always one step ahead.

 

With every report, we translate data into decisions, empowering your marketing team to take action and continuously improve customer engagement and commercial performance.

CRM optimisation & Management
fr £800 p/m
Your CRM is the life blood of your business, ensuring data quality and process effectiveness is essential to keep things running smoothly and enabling Sales and Marketing to do the job.
  • Data quality management
  • Data completion
  • Custom field management
  • Automation management
  • Integration management
Optimise My CRM
Our Full Service Package
Fr £6.4K /m
The ultimate growth package with access to all of our services, flexibly adjusting to the needs of your business as things change.
  • Strategy
  • Branding & Design
  • Marketing
  • Web development
  • Data Analysis
Talk to us about the full package
Lead Generation
Fr £3.2K /m
Specifically targeted digital marketing to hand your sales team high quality leads to convert. Reviewing the full customer journey from top of funnel to the bottom and recycling.
  • Lead Gen Strategy
  • SEO
  • PPC
  • Email marketing
  • CRM optimisation
Need Leads?
E-commerce
Fr £3.2K /m
Plug and play, everything an E-commerce company needs to succeed in one tidy package to ensure continuous, sustainable growth.
  • Strategy
  • SEO
  • PPC
  • Web development
  • CRO
Talk to us about eComm

FAQs

We’re a team of in-house developers, marketers, and CRM experts based in Shrewsbury, Shropshire. Every member of our team has hands-on experience configuring, integrating, and optimising CRMs for ecommerce and digital-first brands.
We specialise in Klaviyo, Salesforce, Shopify, Magento 2, and WooCommerce. We also connect these to other systems to create seamless workflows and unified customer profiles.
Our clients typically see measurable improvements in retention, conversion, and revenue. Beyond performance, they gain efficient workflows, better data quality, and insights that drive smarter marketing decisions.
Yes. Our retainers are designed to continually optimise your CRM, test new automations, refine customer journeys, and ensure your system evolves with your business.
Absolutely. Whether it’s ecommerce, email marketing, analytics, or third-party tools, we ensure your systems work together to power smarter marketing and better decision-making.