CRM Consulting & Management Services
Make your CRM work harder for your business.
Is your customer information spread across multiple platforms? Are leads slipping through the cracks? Do your reports match what your team is actually seeing?
A customer relationship management system, or CRM, gives your team one place to organize customer and prospect information, track conversations and sales activity, and understand how people engage with your business. With the right setup, it can also help you personalize your marketing, automate tasks, and identify opportunities to grow.
DRP provides end-to-end CRM services, helping businesses choose, build, manage, and improve the right system for their needs. Whether you are implementing your first CRM or trying to get more from the one you already use, we can support every stage.
Not every CRM is built for every business. The right platform should support your customer journey, internal processes, technology, reporting needs, and budget without adding unnecessary complexity.
As HubSpot and Klaviyo partners, we help you evaluate your options and choose a platform that fits the way your team works. Your CRM should support your business, not force your business to work around it.
Finding the Right CRM
CRM Services
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We assess your goals, customer journey, internal processes, technology, and budget to recommend a CRM that supports how your business operates today and where it is headed.
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Our CRM implementation services cover the foundational setup of your platform, including account settings, users, permissions, contact properties, pipelines, lists, workflows, and reporting.
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A CRM is only as useful as the information inside it. Our CRM data migration services help clean, validate, deduplicate, and prepare your data before it is uploaded or transferred to a new platform.
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Our CRM integration services connect your website, online store, forms, and other business tools so data flows accurately between systems. We also review data mapping to make sure information is captured in the right place.
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Your website forms should do more than collect names and email addresses. We create and refine forms so that they capture the right information, connect directly to your CRM, and trigger the appropriate follow-up for your team and customers.
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At Digital Retail Partners, we build workflows that help your business stay connected with customers without relying on your team to complete every step manually.
Automations may include:
Lead nurturing
Welcome series
Abandoned-cart reminders
Post-purchase communication
Customer re-engagement
Internal notifications
Sales follow-ups
Customer retention campaigns
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We organize contacts based on behavior, engagement, purchase history, lifecycle stage, preferences, and other relevant information.
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We help plan, create, launch, and optimize email and SMS campaigns that support customer acquisition, conversion, retention, and loyalty.
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Our CRM optimization services help keep your platform organized, accurate, and aligned with your evolving marketing and business goals.
Over time, CRM accounts can become cluttered with outdated data, duplicated workflows, disconnected integrations, and reporting that no longer reflects what your team is seeing. A marketing automation audit helps identify what is working, where problems are creating friction, and how your platform can better support your team and business goals.
When should you get a CRM audit?
It may be time for an audit when reporting no longer matches what your team is seeing, your database is difficult to trust, or workflows and integrations are creating friction. An audit can also be valuable before a platform migration, major strategic shift, or team expansion.
What does a CRM audit include?
We take a holistic look at your account, from the back-end settings to how your team uses the platform.
Data Quality: We identify duplicate, invalid, outdated, incomplete, or inconsistently formatted records.
Automation: We review workflows, triggers, enrollment criteria, and customer journeys for inefficiencies and missed opportunities.
Database Structure: We assess properties, fields, lists, naming conventions, and the overall organization of your data.
Integrations: We confirm that connections and data mapping are working as expected.
Pipeline Health: We review stages, lifecycle statuses, and handoff processes.
Reporting: We assess dashboards, attribution, data sources, and tracking for accuracy.
Team Usage: We review how consistently your team uses the platform and where clearer processes or additional training may be needed.
CRM and Marketing Automation Audits
Frequently Asked Questions
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Retailers should look for a partner that understands how CRM connects to the full customer journey, not just the platform itself. This includes ecommerce, email, SMS, paid media, customer service, reporting, and retention. DRP combines CRM management with omnichannel marketing expertise to help businesses turn customer data into more coordinated and effective marketing.
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Omnichannel CRM management connects customer information and activity across platforms so each channel is not operating in isolation. When data flows accurately between your website, online store, email, SMS, advertising, and customer service tools, your team can create more relevant experiences and better understand how customers engage with the business.
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A marketing automation account audit can uncover issues that are limiting performance, such as inaccurate reporting, missed automation opportunities, weak segmentation, or processes that require too much manual work. Addressing these gaps can help your team use the platform more efficiently and focus resources on the activity most likely to support growth.
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CRM platforms often become difficult to manage when new contacts, properties, workflows, integrations, and reports are added without a clear structure. Usage can also decline when teams do not trust the data, understand the processes, or see how the platform supports their day-to-day work. Clear organization, documentation, and ongoing management help keep the CRM useful as the business evolves.
