Transform Customer Experience with Intelligent CRM-Integrated Marketing

Bring together a CRM and marketing environment to create truly hyper-personal, data-driven, and measurable customer experiences.

Drive Intelligent Automation with Agentic AI

Email Conversion

CRM-powered nurture campaigns for a financial services firm

Engagement

Unified customer journeys across mobile and web

Time-to-Campaign

Faster execution via integrated MarTech stack

The AI-driven engagement flow that adapts to your customers

Create, activate and optimise connected journeys across every channel seamlessly powered by Salesforce and enabled by CRMIT.

What We Enable

Unified Customer Profiles

Bring your marketing platforms and CRM data together to create real-time, consented views of your customers for accurate segmentation and targeting algorithms.

Connected Campaign Journeys

Deploy personalized, real-time campaigns using email, mobile, web, and social based on real-time CRM data.

Intelligent Audience Engagement

Deliver dynamic messages based on your individual customers’ behaviors, preferences, and lifecycle stages – increasing conversions and loyalty.

Data-Driven Measurement

Measure marketing effectiveness clearly – linking every campaign to revenue, retention, and customer lifetime value through CRM intelligence.

Decision Pillars

Strategy & Business Alignment

Identifying high-impact use cases, embedding AI into workflows, and defining measurable success metrics

Agent Capabilities & Architecture

Building a knowledge-rich system, enabling AI efficiency, and fostering multi-agent collaboration

Agent Autonomy & Governance

Implementing compliance frameworks, ensuring decision transparency, and balancing human oversight

Monitoring & Continuous Improvement

Enhancing AI performance through analytics, feedback, and real-time optimizations

How CRMIT Delivers

MarTech Strategy & Stack Assessment

Assess your current MarTech and CRM semantics, align with cross-functional team members, and develop a comprehensive roadmap for the future

Platform Integration & Enablement

Integrate your Salesforce Marketing Cloud, CDPs, journey builders, analytics, and assemble the tools to manage orchestration in real-time.

Use Case Design & Implementation

We build solutions for all use cases – lead nurturing to loyalty journeys – based on your business Objectives and Key Results (OKR).

AI-Powered Optimization

Deploy AI agents as a service to help scale segmentation, personalized content, and suggest next-best action for customers.

A Simple, Scalable Approach to Agentforce AI

Identify Use Cases

Start small with a clear, well-defined AI use case.

Set Success Metrics

Establish measurable KPIs to track AI performance.

Implement & Monitor

Deploy AI Agents, analyze real-world impact, and refine continuously.

Scale with Confidence

Expand AI capabilities across departments and workflows.

Decision intelligence matched with customer success

We put people first—our team, our clients, and our community. With the right technology, talent, and strategy, we deliver real results that drive success.

1500

Successful Customers Engagements

4.9

Customer
Satisfaction

350

Decision Science
Consultants

Years Of
Customer Success

We help you connect CRM and marketing to grow faster.

Turn customer data into action. Deliver campaigns that convert. All with one smart, integrated system.

Ready to Redefine Care Delivery?

Let’s build the future of healthcare:-personalised, proactive, and powered by AI.