Our Journey From Ambitious Idea to Trusted CRM Partner
Can you believe it’s been five years already? Back in 2020, when the world turned upside down, Matthew and Emilie were busy turning the CRM agency model right-side up! With Matthew’s expertise in multi-channel marketing, strategy, and automation complementing Emilie’s technical brilliance, WeDoCRM was born with a clear mission: to revolutionise how businesses approach CRM support.
With an average ROI of $8.71 for every $1 invested, CRM has proven to be one of the most powerful tools.
We started as a small SME with big dreams, and today, we’re proud to be the go-to insourced CRM agency that businesses trust to transform their customer relationships. Our journey has been nothing short of incredible, and we want to take a moment to share it with you, because you’ve been an essential part of our story!
Making Waves Across Multiple Industries
One of our proudest achievements has been our impact across a diverse range of sectors. Over the past five years, we’ve had the privilege of partnering with global brands and SMEs across numerous industries, including:
- Education
- Fintech
- SaaS
- Healthcare
- Hospitality
- Non-Profits
- Energy
- Professional Services
- Retail
- Sports/ESports
Each sector presents unique CRM challenges, and we’ve developed specialised expertise that allows us to deliver tailored solutions regardless of industry. Whether it’s helping educational institutions nurture prospective students, enabling fintech companies to create sophisticated onboarding journeys, or supporting retailers with personalised customer engagement strategies, our approach adapts to meet specific industry needs.
A particular highlight was being invited to speak to CRM students at Liverpool John Moores University. Sharing our experiences and insights with the next generation of CRM professionals was truly rewarding – it’s amazing to think that our approach is now part of their curriculum! Read more about our university engagement here.
Client Success: Transformative CRM Implementation
The impact of our work is best reflected in the words of our Fintech client, Tellus, Kyle Joyal:
“WeDoCRM has been absolutely transformative for our lifecycle marketing strategy. Their expertise in designing and implementing our complex onboarding journeys has been invaluable – they didn’t just help, they revolutionised our approach. Despite the enormous challenge of building numerous sophisticated campaigns and flows, their team executed flawlessly, turning what could have been overwhelming into a streamlined success. WeDoCRM’s extra eyes on our campaigns ensure everything we send out is best in class.”
Growing Our WeDoCRM Family
A company is only as good as its people, and we’ve been fortunate to welcome some exceptional talent to our team. This year alone, we’ve added three fantastic new members to the WeDoCRM family!
We’re equally proud of our three internal promotions – watching our team members grow professionally and take on new challenges is one of the most rewarding aspects of building this company. At WeDoCRM, we’re committed to nurturing talent and creating pathways for growth.
Spreading the Word: Our Media Journey
Word about our unique approach to CRM has spread far and wide! In 2024, we were featured in 13 different PR pieces across various platforms – including press releases, news articles, in-depth interviews, and industry publications. Each mention has helped us share our vision and connect with more businesses looking for a fresh approach to CRM.
Expanding Our Service Toolkit
As we’ve grown, so has our understanding of what businesses need. In the past 5 years, we have launched several new services, including comprehensive CRM audits and specialised SME services tailored to the unique needs of small and medium enterprises. Because great CRM shouldn’t be reserved for corporate giants – businesses of all sizes deserve exceptional customer relationship management!
Platform Migration: Our Most Popular Service
As businesses evolve, so do their CRM needs. Platform migration has emerged as our most requested service, and we’ve developed specialised expertise in this complex area.
We’ve handled numerous migration scenarios between different combinations of platforms, including:
- Enterprise-level CRMs (Salesforce, HubSpot)
- Email service providers (Mailchimp, Dotdigital, SendGrid)
- Customer engagement platforms (Braze, Iterable, Customer.io)
- Marketing automation tools (Marketo, Klaviyo, ActiveCampaign)
Our team has successfully managed migrations across a wide spectrum of platforms:
- SendGrid to Customer.io
- HubSpot to Salesforce
- Salesforce to Iterable
- Mailchimp to Dotdigital
- Klaviyo to Braze
- And more!
Each migration presents unique challenges, but our methodology ensures data integrity, minimal disruption, and improved functionality after transition. Our clients consistently report smoother operations and enhanced customer insights following our migration projects.
You can read one of our successful case studies about Sendgrid to Customer.io here: ESP Migration for Saas Provider
Resources That Make a Difference
We’re passionate about sharing knowledge, which is why we developed valuable downloadable resources. These weren’t just any resources – they resonated so well with our audience that they became powerful lead generation tools, bringing many new connections into our growing community:
- Sports & Entertainment CRM Guide: Our football whitepaper has been downloaded by several Premier League football clubs, demonstrating how specialised CRM strategies can enhance fan engagement and drive revenue in sports organisations. (Download Here)
- The Complete Migration Roadmap: This comprehensive guide walks businesses through the entire migration process, helping teams prepare, execute, and optimise their platform transitions. (Download here)
- Expert Guide to CRM and ESP Systems: Our most comprehensive resource explores the entire CRM and ESP landscape, helping businesses select the right platform for their specific needs and growth trajectory. (Download here)
These resources haven’t just positioned us as thought leaders – they’ve connected us with businesses that truly value strategic CRM implementation.
Partnerships That Elevate Our Work
We’re incredibly proud to hold Gold Partner status with Dotdigital alongside Customer.io, Iterable and being a certified HubSpot Solutions Partner. We’ve expanded our partnerships even further by adding Dotdigital, SugarCRM, and Bloomreach to our trusted platform roster. These partnerships enable us to offer you the very best CRM solutions, tailored to your specific needs.
Be Part of Our Story
As we celebrate this milestone, we’re filled with gratitude for everyone who has been part of our journey – our amazing clients, our trusted partners, and our dedicated team members. You’ve all contributed to making WeDoCRM what it is today.
The next five years promise even more innovation, growth, and success stories. We can’t wait to continue this journey with you, finding new ways to make CRM work harder and smarter for your business.
Thank you for being part of our first five years. Here’s to many more years of successful partnerships and CRM excellence!
Want to be part of our story for the next five years? We’d love to chat about how WeDoCRM can transform your customer relationships. Get in touch today!
