Liquid Team Members Working on a Customer Strategy

Customer Relationship Management (CRM) Services

Build long-lasting customer relationships through up-front strategy and in-depth data analysis

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Turn Your Customer Data into Dependable Profit

You want deeper and more profitable customer relationships, but finding success in the traditional sales cycle requires endless time and legwork. When used effectively, CRM is a consistent and dependable tool for building cross-channel, personalized, game-changing customer experiences.

Our CRM services provide value in an easy to understand, dependable package. Our team’s data gathering and analysis expertise optimizes customer retention and sales growth factors in a meaningful way for your business. You can use this to a distinct advantage for enhancing sales, improving pricing, and customizing your products and services.


  • Marketing Automation
  • Sales Enablement
  • Marketing Technology Road Mapping
  • Platform Agnostic Expertise
  • Audience Profile and Personalization

Setting the Foundation

Having your teams aligned toward impacting your business’s revenue is vital. We can help break down silos between departments, technology, and processes that can hijack your collective sales efforts. This type of alignment often requires a fundamental shift in how teams work together and the workflows they follow.

We’ll refocus your efforts toward setting shared goals and KPIs, determining opportunities or use cases for automation, ensuring data quality, and other needle-moving activities.

It’s our goal to ensure that you're fully leveraging all aspects of your marketing technology platform, from your actual CRM system, to your marketing automation platform, and to your personalization tools.

Leverage Your Customers’ Actual Online Preferences

CRM helps you focus on the increasingly customer-centric nature of your digital business environment.

Our data analysis process examines all of a customer’s interactions with your brand so that you can improve and customize your ability to meet their needs. It integrates all of a customer’s digital touchpoints, including websites (mobile and desktop), mobile apps, social media platforms, email, chat, and most other channels into one accessible platform.

Whether it’s delivering sales teams insights in an easy to understand manner or identifying improvements for customer service operations, we give teams the specific data necessary for making incremental improvements. That’s true sales enablement. When your sales team receives insightful metrics, and in an easy to understand manner, it’s more equipped to make necessary adjustments and improvements internally.

Our Team, Your Advantage

You face many challenges while trying to implement and optimize a CRM system. With the many crucial facets of integrating and analyzing your customer data, there are a lot of considerations. Improper management may lead to unfortunate results, and miscommunication or misidentification of data could lead to customer alienation.

This is especially true when you consider how the ways in which you handle sensitive data, including personally identifiable information (PII), must adhere to customer privacy laws.

Our multi-disciplinary team includes Strategy, Technology, Analytics, and Digital Marketing experts who collaborate on your account to protect your interests and derive the best solution for your specific needs. We’re equipped to collaborate with you beginning with up-front strategy, during execution, and post-implementation for reporting and insights.