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CRM Implementation Services & Consulting | Union

CRM Implementation Services

Your relationship with your customers is your company’s greatest asset. Strong customer relationships are the driving force behind high net promoter scores, favorable conversion rates and even your customer’s lifetime value. 
Customer relationship management (CRM) software provides your team with a scalable solution for managing customer communications. More than just a customer database storehouse, the right CRM system can support your sales, marketing and automation efforts - saving your team time while improving your investment returns.

ROI-first custom 
CRM integrations.

Service Overview

Our team of CRM professionals works with our partners to provide custom CRM implementation solutions designed to meet their specific business needs. Together, we’ll help you select and implement a CRM platform that arms your team with the tools they need to attract, retain and grow your customer base across your suite of digital touchpoints. 
<h1>Our CRM strategies are built with ease of use as a top goal.</h1>
A CRM system is only worth what your team gets out of it. That’s why all of our CRM strategies are built with ease of use as a top goal. We design and develop intuitive CRM systems that leverage all of the strengths of your CRM platform of choice while maximizing adoption.

Our Expertise

Customer value management.

Through a series of intake exercises, interviews and audits, we’ll conduct a deep discovery initiative that will form the foundation of our CRM implementation efforts.

Discovery & Strategy

Number 1

We’ll work with you to organize your existing customer data records and ensure that your data is clean and ready for your CRM system.

Data Cleanse & Organization

Number 2

Together, we’ll set up and activate your CRM system to align with your brand’s specific business needs, messaging and KPIs.

Implementation & Activation

Number 3

We’ll provide ongoing CRM consulting, optimization support and management to improve your CRM’s return on investment.

Optimization & Ongoing Management

Number 4

We’ll set up custom dashboards and reports to provide your team with the data and insights they need to track your preferred KPIs.

Custom Reporting

Number 5

Our Approach

Our team of seasoned CRM strategists and developers will work with you to integrate your CRM throughout your entire digital ecosystem.

CRM Integration

Empower your sales team with a CRM system that supports pipeline management and outreach needs.

Sales Enablement

Let us handle the day-to-day maintenance, management and optimization of your CRM platform so that you can focus on your business.

CRM Management

Together, we’ll craft an inbound marketing strategy that leverages your CRM platform’s core strengths to support your lead generation efforts.

Inbound Marketing & Lead Generation

Prefer to manage your CRM system in-house? We can develop a custom training regime to train your team members on how best to utilize your CRM system. We’ll also conduct regular check-ins to ensure your team gets the most out of your CRM.

CRM Consulting & Training

Whatever your platform of choice, we'll complete your custom CRM implementation on time and under budget.

Proven experience with enterprise systems.

Hubspot

Microsoft Dynamics 365

Pipedrive

Salesforce

Key Partnerships

We create and manage multi-channel marketing campaigns for travel &amp; tourism, health &amp; wellness, food &amp; beverage, utilities, mobility, financial services, retail, luxury and B2B brands.

Checkout our outcomes across different projects.

Let's Live

Diversey

A Strategy That Shines

Autobell

Case Studies

Ready to discuss your CRM integration?

Integrate For Revenue Growth

Apply for the 2023 Kelly Somey Digital Marketing Scholarship

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Union Named One of the Best Places to Work in Charlotte for the Third Time

News & Insights

Focused on continuous 
performance.

<ul><li><a href="https://union.co/services/data-brand-strategy/research-insights">Research &amp; Insights</a></li><li><a href="https://union.co/services/data-brand-strategy/customer-experience">Customer Experience (CX)</a></li><li><a href="https://union.co/services/data-brand-strategy/brand-strategy">Brand Strategy</a></li><li><a href="https://union.co/services/data-brand-strategy/brand-identity-messaging">Brand Identity &amp; Messaging</a></li><li><a href="https://union.co/services/data-brand-strategy/data-science-analytics">Data Science &amp; Analytics</a></li><li><a href="https://union.co/services/data-brand-strategy/crm-implementation">CRM Implementation</a></li><li><a href="https://union.co/services/data-brand-strategy/advanced-attribution">Advanced Attribution</a></li><li><a href="https://union.co/services/data-brand-strategy/predictive-data-modeling">Predictive Customer Modeling</a></li><li><a href="https://union.co/services/data-brand-strategy/conversion-rate-optimization">Conversion Rate Optimization </a></li><li><a href="https://union.co/services/data-brand-strategy/reporting-data-visualization">Reporting &amp; Data Visualization</a></li></ul>

Data & Brand Strategy

/services/data-brand-strategy

<ul><li><a href="https://union.co/services/performance-media/multi-channel-planning-buying">Multi-Channel Buying</a></li><li><a href="https://union.co/services/performance-media/campaign-creative-concepting">Campaign Creative</a></li><li><a href="https://union.co/services/performance-media/paid-search-marketing">Paid Search</a></li><li><a href="https://union.co/services/performance-media/paid-social-media">Paid Social</a></li><li><a href="https://union.co/services/performance-media/programmatic">Programmatic</a></li><li><a href="https://union.co/services/performance-media/influencer-marketing">Influencer Marketing</a></li><li><a href="https://union.co/services/performance-media/amazon-advertising">Amazon Advertising</a></li><li><a href="https://union.co/services/performance-media/addressable-tv">Addressable TV</a></li><li><a href="https://union.co/services/performance-media/shopping-ads">Shopping Ads</a></li><li><a href="https://union.co/services/performance-media/digital-out-of-home">Digital Out of Home</a></li><li><a href="https://union.co/services/performance-media/geofencing-hyper-local">Geo-Fencing / Hyper-Local</a></li><li><a href="https://union.co/services/performance-media/search-engine-optimization">SEO</a></li><li><a href="https://union.co/services/performance-media/social-media">Social Media</a></li><li><a href="https://union.co/services/performance-media/content-marketing">Content Marketing</a></li><li><a href="https://union.co/services/performance-media/marketing-automation">Email &amp; Marketing Automation</a></li></ul>

Performance Media

/services/performance-media

<ul><li><a href="https://union.co/services/branded-content/ui-ux-design">UI/UX Design</a></li><li><a href="https://union.co/services/branded-content/web-mobile-app-development">Web &amp; Mobile Development</a></li><li><a href="https://union.co/services/branded-content/ecommerce">Ecommerce</a></li><li><a href="https://union.co/services/branded-content/video">Video</a></li><li><a href="https://union.co/services/branded-content/animated-content">Animated Content</a></li><li><a href="https://union.co/services/branded-content/photography">Photography</a></li><li><a href="https://union.co/services/branded-content/3d">3D Modeling</a></li><li><a href="https://union.co/services/branded-content/motion-toolkits">Motion Toolkits</a></li></ul>