Capability 06

CRM & Customer Service

We align CRM workflows, customer context, engagement, servicing and analytics so front-line teams can act with continuity and relevance.

Engagement pathwayCapability to impact
01Mandate
02Use cases
03Design
04Implement
05Activate
06Improve

What good looks like

Design the capability around the decisions it must enable.

01

Relationship continuity

Give teams context to progress the next interaction.

02

Connected servicing

Link actions, cases, communications and behaviour.

03

Adoption by design

Shape workflows around daily decisions.

Critical questions

Resolve the operating and architecture questions together.

01

Role

Which task should CRM make easier?

02

Context

What information must be visible or actionable?

03

Workflow

How should CRM connect to engagement systems?

Platform context

Capability first. Platform depth where it matters.

We translate requirements into platform-specific solutioning across Adobe Experience Cloud, Salesforce and SAS Customer Intelligence 360 while accounting for the wider data, integration and channel estate.

Next decision

Strengthen your CRM & Customer Service capability.

Discuss the mandate, current estate and decision that needs to be made.

Start a capability discussion ↗