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CRM Optimisation

With more intelligent CRM optimisation, your customer data can achieve more than ever before. We assist you in transforming your CRM into a remarkable growth engine by streamlining workflows, enhancing visibility, and fostering impactful customer journeys.

CRM Optimisation Specialists

Here at Verve™, we assist businesses in realizing the potential of their CRM systems. Our CRM and marketing specialists will assist you if you’re having trouble turning customer data into actionable insights, or if your workflows are slow and disjointed. We make adjustments and improvements in systems integration for quantifiable commercial outcomes from Klaviyo and Salesforce to Shopify, Magento 2, and WooCommerce.

 

We take a practical approach by merging technical know-how with commercial knowledge to enhance customer engagement, boost customer loyalty, and expand revenue. All of the choices we make are aimed at one purpose: transforming your CRM from a basic system into a revenue-generating machine.
Graph Showing Email Marketing Customer Value by Segment

Use fragmented data to gain actionable insight with a CRM designed specifically for your business goals. We use automation and performance tracking to refine your processes so that you can enhance customer retention and increase revenue.

Our CRM Optimisation Expertise

Klaviyo & Salesforce Optimisation

Setting up intricate automations, enhancing segmentation, and facilitating personalized journeys that lead to conversions.
Shopify, Magento 2 & WooCommerce Integration

Integrating your CRM with ecommerce platforms to enable intelligent marketing and reporting.
Automation & Workflow Optimisation

Removing impediments, optimizing operations, and allowing your team to reduce time spent on repetitive work and increase time spent on strategic work.
Behavioural Targeting & Predictive Analytics

Transforming raw data into actionable insights makes every interaction feel personalized and timely.

Our Approach to CRM Optimisation

Audit & Discovery

We evaluate your system, workflows, and data quality so we can determine ways to improve and fill any existing gaps.
Strategy & Roadmapping

We translate your business objectives into a CRM strategy focused on retention, revenue, and customer engagement.
Configuration & Optimisation

All automations, customer lifecycle flows, segmentation, and reporting are designed to optimize efficiency and commercial value.
Continuous Improvement

Your CRM grows alongside your business. Our retainers provide continuous optimization, testing, and improvement focused on growth.

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!”
Style Coaching Institute logo
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’s power depends on the quality of data it uses. We focus on integrating various systems, providing a comprehensive and unified perspective of your customers.

 

  • Ecommerce Platforms – Shopify, WooCommerce, Magento 2
  • Email marketing and automation tools – Klaviyo, Salesforce Marketing Cloud
  • Analytics and reporting tools – Google Analytics, BI tools

 

These integrations enable automated cross-platform workflows, customer profile enrichment, and improved marketing based on data insights. No more data silos or manual transfers, just intelligent systems that save time and optimize growth.

Reporting & Insights

Effective CRM entails much more than simply dispatching emails or executing campaigns. It involves grasping the intricacies of the customers, analyzing the performance, and leveraging the insights to drive growth.

 

Our team builds:

  • Actionable Dashboards – provide visibility into critical metrics, such as retention rates and revenue-per-customer.
  • Customer Behaviour Insights – offers smart marketing guidance based on the tracking of engagement, purchases, and lifecycle journey.
  • Predictive Analytics – automatically keeps your campaigns one step ahead by identifying trends and opportunities before they occur.

 

We put actionable insights into the hands of your marketing team to drive improved customer engagement and enhanced commercial results, with every report.

👤 Only 1 Space Left!

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
CRM Icon

👤 Only 1 Client Space Left

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

Based in Shrewsbury, Shropshire, we have a team of in-house developers, marketers, and CRM specialists. Each team member has practical knowledge of CRM configuration, integration, and optimization for ecommerce and digital-first brands.
Our areas of expertise include Klaviyo, Salesforce, Shopify, Magento 2, and WooCommerce. We also integrate these with other systems for seamless workflows and unified customer profiles.
Clients usually experience tangible growth in retention, conversion, and revenue. In addition to performance, they achieve improved workflows, higher quality data, and insights that enhance marketing intelligence.
Yes. Our retainers are intended to continuously optimise your CRM, experiment with new automations and refine customer journeys to make sure your system evolves along with your business.
Sure. Regardless of whether you use ecommerce, email marketing, analytics, or third-party tools, we make sure that your systems integrate to enhance marketing intelligence and improve decision-making.