Why You Should Use a CRM Agency as a Technical Resource
CRM has huge operational and strategic capabilities. But in its simplest form, it’s a beast of a piece of technology. And like your brand-new car or custom gaming console, it needs care and expertise to configure and set it up, as well as regular maintenance to keep it ticking along.
That’s why we offer both sides of the CRM service coin here at WeDoCRM; strategy and operations as well as technical expertise. Because you need both aspects to run your CRM successfully.
Whether you’ve just invested in Salesforce, HubSpot, or another platform, or you’re questioning whether your current setup is actually working, the gap between what your CRM can do and what it’s currently doing is often significant. That gap costs you revenue. Working with a specialist CRM agency as an ongoing technical resource is one of the most practical ways to close it – faster and more cost-effectively than hiring in-house.
What Does a CRM agency do?
A CRM agency – or CRM consultancy – provides the expertise, strategy, and technical execution that helps businesses get real value from their customer relationship management platforms. That means platform implementation, data migration, campaign management, automation setup, GDPR compliance, and ongoing CRM technical support.
We don’t just stop at being a source of some pretty solid CRM advice though. Part of what makes us unique as a CRM agency is that we integrate ourselves wholly into your team (we call it insourcing). We get well and truly stuck into the everyday tasks of the job.
And once we’re embedded into your business, we think and act as any regular employee would, which also includes sharing our knowledge and training our teammates. So if you have more inexperienced members of the business who would benefit from some training in aspects of CRM, we’d be happy to host sessions and guide our mentees through hands-on learning.
The truth is, if you’ve identified technical CRM expertise as a knowledge gap in your business, the chances are you’re not making the most of your CRM operations. Our skills and experience as a CRM agency, and our ability to work semi-autonomously, will leave you free to focus on the parts of your business that matter to you, knowing you’re getting the ROI you need on your CRM software.
Benefits of Using a CRM Agency Over Hiring In-House
To be clear: we’re not suggesting in-house CRM teams are unnecessary. For many businesses, a hybrid model – an internal CRM lead supported by an external CRM consultancy – is the most effective setup. But when you’re weighing the options, the benefits of agency support are substantial.
- Speed: We can be operational within days, not months
- Breadth: You get access to specialists across strategy, technical implementation, data, and campaign execution – not just one generalist
- Continuity: If a consultant moves on, our pre-vetted network means we can replace them without disruption to your programme
- Cost control: A retainer is predictable. A full-time hire – plus benefits, recruitment fees, and training – rarely is
- Platform independence: We work across Salesforce, HubSpot, Dotdigital, Customer.io, Iterable, and others, so we can advise on what’s genuinely best for your business
We’ve helped businesses through CRM migrations, digital transformation programmes, periods of rapid growth, and leadership transitions – all situations where having embedded, senior-level CRM expertise made the difference between a project that delivered and one that stalled.
If you’re trying to understand how CRM fits into a broader marketing and sales technology stack, our guide on choosing the right sales and marketing software is worth a read before making any platform decisions.
The Real Cost of Under-Resourced CRM
CRM is consistently one of the most under-resourced functions in marketing – despite being one of the highest-ROI channels available. According to Forrester’s research on CRM success, 68% of organisations struggle to achieve a single view of the customer, and 48% struggle to create customer insight that actually drives decision-making. Those aren’t platform problems. They’re resourcing and expertise problems.
Most small and mid-sized marketing teams are stretched thin. The person responsible for CRM is often also managing email campaigns, reporting, and a dozen other priorities. Deep platform knowledge – the kind needed to build complex automation journeys, clean and structure data properly, or execute a clean CRM migration – rarely exists in-house at the level required.
We are A CRM Agency that Knows Best Data Practice
There’s a lot to talk about with best data practice, which is why we’ve written a separate blog in case you want to dig in further to the subject.
But to keep it brief here, General Data Protection Regulation (GDPR) is the law to protect against unauthorised, careless or ignorant processing of personal data.
There are strict data processes and protocols companies need to abide by, or you risk huge fines and some serious damage to your reputation. This includes how your data is collected, how long it’s stored for, and who has access to it.
It can be a minefield.
And mismanaging data because you don’t realise you’ve misunderstood some of the complexities is one of the most common ways we’ve seen companies fall foul of GDPR. Data being stored in Excel spreadsheets, for example.
Seeking advice from experts is the only way to guarantee you’re following the rules correctly. So if you don’t have one of these experts currently in-house, we strongly strongly recommend getting someone externally to assess your situation. After all, it’s better to be safe than sorry.
A CRM Agency With a Range of CRM Experience
We have over a combined 80 years’ experience as a CRM agency. That’s 80 years of digging around CRM platforms, managing system migrations, and creating user-focused email journeys. In fact, we’re so confident in our combined experience, that we challenge you to find a CRM project we haven’t worked on before.
Or a sales and marketing platform for that matter. We know how to make the most of the software to maximise your potential revenue, whether you’re running Salesforce in all its glory, or you’ve cherry picked your favourite features for a customised MarTech stack. And even if you’ve created a custom-built platform, we’re pretty sure it wouldn’t take long to familiarise ourselves with its features and whip it into shape to best meet your needs.
We’ve also had a peek behind the scenes of a lot of companies across most industries. Retail and e-commerce, travel, SaaS, real estate, technology, financial services… these are just a handful of the sectors we’ve applied our trade to. And that covers the expanse of the B2B and B2C spaces as well. So chances are we’ve experienced the pain points of your sector and know the hurdles you need to jump to be a success.
Basically, between us all, we’ve seen almost any and every CRM scenario you can imagine. Which makes us an invaluable resource to advise you on the ins and outs of CRM systems and strategy, whatever industry you’re in.
Ready to Make Your CRM Work Harder?
If your CRM platform isn’t delivering the results it should – or if you’re carrying the weight of CRM on a team that’s already stretched – we should talk. WeDoCRM provides the senior-level CRM technical support, strategy, and execution that turns CRM from an overlooked cost centre into a genuine revenue driver. And we do it as part of your team, not from the outside looking in.
Explore how WeDoCRM’s insourced CRM agency model works – and find out what genuinely embedded CRM support could do for your business.
Frequently Asked Questions
How quickly can a CRM agency get up to speed with our existing systems and processes?
With WeDoCRM’s insourced model, onboarding is fast by design. We integrate into your existing tools – Slack, project management platforms, your CRM – and adapt to your ways of working from day one. Most clients are seeing active output within the first week, rather than waiting through a lengthy discovery or scoping phase.
What CRM platforms does WeDoCRM support?
We work across a wide range of leading CRM and marketing platforms, including Salesforce, HubSpot, Dotdigital, Customer.io, Iterable, and SugarCRM. Because we’re system-agnostic – not tied to reselling any single platform – our recommendations are always based on what genuinely fits your business, not what benefits us commercially.
Is a CRM agency suitable for smaller businesses, or is it mainly for enterprises?
A CRM consultancy is genuinely valuable at any scale. We offer flexible retainers designed specifically for SMEs, giving smaller teams access to senior CRM expertise without the cost of a full-time hire. As your business grows, the level of support can scale with it – so you’re never paying for more than you need, or less than you require.
