CRM & Customer Journey

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overview

The first conversion is the easy part. What comes next is the hard part.

We design programs that keep going past acquisition. Onboarding. Engagement. Retention. Win-back. The full arc of the relationship, mapped and measured.

We work across the major CRM and marketing automation platforms and integrate them with everything else we run. Campaign, site, data warehouse, reporting. One connected system, not five disconnected tools.

what we do
  • Audience segmentation and targeting
  • Email and SMS programs
  • Loyalty and retention strategy
  • Multi-channel engagement design
  • Platform integration and architecture
why it works

Acquisition is expensive. Retention is margin. The math has always been this simple. Organizations still get it wrong because their tools don't talk to each other and their teams aren't structured to think about the whole journey.

We are and we do.

Karma
Driving luxury into the web experience
Lazy Dog Restaurants
How Lazy Dog Filled Its Dining Rooms on Valentine's Day
Fortrea
Designing authority for a newly independent global contract research organization
What does a typical engagement look like?
keyboard_double_arrow_down
Send us the last 90 days of your email or campaign data. We'll show you where the journey breaks.
Start a conversation

CRM is the database and the strategy whille automation is the engine that runs the program against it. You need both and they need to be set up to work together. Most of what we fix is the gap between the two.

Both. A lot of clients have a platform in place and aren't getting much out of it so we'll start there. If a migration is the right call, we'll say so, and we can run it. We can also help narrow pare down the wild world of feature requirements and support CRM evaluation and selection.

Re-engagement programs and abandoned-cart flows tend to move numbers in the first 60 days. Lifecycle strategy work compounds over quarters. We set expectations against both timelines at the start.

Full documentation in Finsweet's Attributes docs.
We are proud to be part of the Code and Theory family of agencies and the larger Stagwell Global Network.
1 World Trade Center
69th Floor

New York, NY 10007
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