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Multi-Platform CRM & Automation Specialists

CRM & Marketing
Automation That Drives Revenue.

We design, implement, and optimise CRM systems and marketing automation programmes that build qualified pipeline, improve customer retention, and deliver measurable revenue — across Salesforce, HubSpot, Braze, SFMC, Klaviyo, Marketo, and every platform in between. Our teams have delivered 200+ campaigns and automation programmes across 20+ industries.

Multi-Platform Certified Lifecycle Experts Revenue Attribution Focus 15+ Years Experience
CRM & Marketing Automation Specialist — Rackwave Technologies
100+
Brands Served
9+
CRM Platforms
3.5×
Avg Pipeline Growth
200+
Campaigns Delivered
30–60d
Days to First Results
4.9★
Client Rating
What We Deliver

CRM & Marketing Automation Services

From CRM strategy and platform selection through implementation, lifecycle design, deliverability optimisation, and ongoing managed services — every dimension of modern customer engagement, done right.

01

CRM Strategy & Selection

We define your CRM strategy — requirements analysis, platform evaluation, vendor selection, and business case — giving you an evidence-based recommendation that fits your business model, data architecture, and team capability rather than the platform a consultant prefers.

Requirements & use-case mappingMulti-platform evaluationBusiness case & ROI modelSelection recommendation document
02

CRM Implementation

We implement CRM platforms end-to-end — data model design, workflow configuration, integration architecture, user adoption planning, and go-live support. We have delivered 100+ CRM implementations across 9 platforms and every major industry vertical.

Data model & object designWorkflow & automation buildSystem integrationUAT & go-live support
03

Email Marketing & Automation

We design and deploy email marketing programmes — campaign strategy, template design, lifecycle automation, A/B testing frameworks, and performance analytics — optimised for deliverability, engagement, and conversion at every stage of the customer journey.

Campaign strategy & calendarTemplate design & buildLifecycle automation flowsDeliverability optimisation
04

SMS & Push Notification

We build SMS and push notification programmes — message strategy, segmentation, personalisation, timing optimisation, and compliance frameworks — as part of an integrated multi-channel customer communications programme.

SMS programme strategyPush notification designChannel personalisationCompliance & opt-out management
05

Lead Generation & Nurturing

We design lead generation and nurturing programmes — from top-of-funnel content strategy through scoring models, nurture sequences, and sales-ready handoff — aligned to your sales process and designed to improve pipeline quality, not just volume.

Lead scoring model designNurture sequence buildContent strategy alignmentSales handoff & SLA design
06

Customer Segmentation & CDP

We build customer segmentation capabilities — data unification, segment design, real-time audience management, and Customer Data Platform implementation — enabling precision targeting across every channel and every lifecycle stage.

Data unification strategySegment design & taxonomyCDP evaluation & implementationReal-time audience management
07

Analytics & Attribution

We build marketing analytics and attribution capabilities — campaign performance dashboards, multi-touch attribution models, revenue influence reporting, and customer lifetime value analysis — giving you the evidence to invest in what works and stop what does not.

Campaign performance analyticsMulti-touch attributionRevenue influence reportingCLV & cohort analysis
08

CRM Managed Services

We provide ongoing CRM and marketing automation managed services — platform administration, campaign operations, data hygiene, deliverability monitoring, and continuous optimisation — for organisations that want expert management without the headcount.

Platform administrationCampaign operationsData quality managementContinuous performance optimisation
Platform Expertise

9 Platforms. One Team.

We hold active certifications across 9 major CRM and marketing automation platforms. Hover any platform to see what we deliver on it.

Salesforce CRM
CRM Platform
  • Sales & Service Cloud implementation
  • CPQ & Revenue Cloud
  • Customer 360 data model
  • Einstein AI & analytics
  • AppExchange customisation
HubSpot
CRM & Marketing
  • Marketing Hub automation
  • Sales Hub pipeline setup
  • CMS & website integration
  • Contact lifecycle design
  • Revenue attribution
Braze
Customer Engagement
  • Canvas journey design
  • Push, email & SMS
  • Liquid personalisation
  • In-app messaging
  • Braze Data Platform
Salesforce Marketing Cloud
Email & Journey
  • Journey Builder design
  • Email Studio campaigns
  • Data extensions & SQL
  • Advertising Studio
  • Datorama reporting
Klaviyo
Ecommerce Marketing
  • Ecommerce flow automation
  • Abandoned cart & browse
  • Revenue-attributed reporting
  • Predictive analytics
  • SMS & email integration
Marketo
B2B Marketing Automation
  • Lead scoring & nurturing
  • Revenue cycle modelling
  • ABM programme design
  • Engagement programmes
  • Salesforce CRM sync
CleverTap
Mobile Engagement
  • Mobile lifecycle automation
  • Cohort & retention analysis
  • In-app & push campaigns
  • User journey mapping
  • Real-time segmentation
Brevo
Email & CRM
  • Email campaign management
  • Transactional email setup
  • CRM contact management
  • Marketing automation flows
  • SMS programme design
Microsoft Dynamics 365
Enterprise CRM
  • Dynamics 365 Sales setup
  • Customer Service module
  • Power Platform integration
  • Marketing & Customer Insights
  • Azure data connector

Hover any platform to see our expertise. Need a platform not listed? Ask us.

Customer Lifecycle

We Work Across Every Lifecycle Stage

Most CRM programmes focus on a single stage — usually acquisition. We design programmes that work across the full customer lifecycle, because retention and expansion deliver more revenue at lower cost than new acquisition.

Acquire
Attract and convert new customers through targeted campaigns, lead generation, and optimised digital channels.
Lead gen campaignsPaid acquisitionLanding page optimisationLead scoring
Engage
Build relationship and educate through onboarding journeys, content programmes, and personalised communications.
Onboarding journeysWelcome sequencesContent automationPreference centre
Convert
Drive purchase intent and transaction through personalised triggers, cart recovery, and offer personalisation.
Trigger campaignsAbandoned cartOffer personalisationPurchase journeys
Retain
Reduce churn through loyalty programmes, re-engagement campaigns, and proactive customer success outreach.
Churn predictionWin-back campaignsLoyalty programmesNPS follow-up
Grow
Increase customer value through upsell, cross-sell, referral, and advocacy programmes linked to customer health signals.
Upsell automationCross-sell triggersReferral programmesAdvocacy journeys
How We Work

Our Engagement Process

A structured 5-step approach from discovery through to measurable outcomes — no hand-offs, no assumptions, no generic templates applied to your business.

01
Discovery & Audit
Audit your current CRM, automation, data quality, and team capability. Map the gaps between current performance and the business outcomes you need.
02
Strategy & Blueprint
Design the programme — platform decisions, lifecycle architecture, data model, integration map, and 90-day quick-win roadmap.
03
Build & Configure
Implement the platform, build the automations, integrate the data sources, and design the content frameworks. UAT and stakeholder review at each phase.
04
Launch & Optimise
Go live with a monitored launch. Rapid iteration in the first 30 days based on performance data — open rates, conversion, pipeline impact.
05
Measure & Scale
Report on business outcomes against the agreed KPIs. Identify next lifecycle stages, new segments, and platform capabilities to activate.
Why Rackwave

What Makes Our CRM Delivery Different

Most CRM implementations deliver a configured platform. We deliver changed business outcomes. Here is the difference.

01
"We are accountable for pipeline, not just platform."

Most CRM consultants measure success at go-live. We measure success at 90 days — in qualified pipeline, campaign conversion, and customer retention metrics agreed before the engagement starts.

  • Business-case KPIs agreed upfront
  • 90-day outcomes review included
  • Pipeline and revenue attribution tracked
  • Managed services available post-delivery
02
"Nine platforms. One consistent delivery standard."

We do not optimise for one platform and compromise on the others. We have active delivery experience and current certifications across 9 CRM and marketing automation platforms — so our recommendation is based on fit, not on where we have the deepest margin.

  • Salesforce, HubSpot, Braze, SFMC
  • Klaviyo, Marketo, CleverTap, Brevo
  • Microsoft Dynamics 365
  • No referral fees or reseller margin
03
"Data quality first — or the automation fails."

Most CRM programmes underperform because they automate on top of bad data. We start every engagement with a data audit — contact hygiene, field completeness, source reliability — and fix the foundation before building the programmes on top of it.

  • Contact & data quality audit
  • Deduplication & cleansing
  • Data governance framework
  • Ongoing data hygiene monitoring
100+
Brands Served
200+
Campaigns Delivered
3.5×
Avg Pipeline Growth
4.9★
Average Client Rating

Industries

At Rackwave Technologies, we deliver tailored IT Consulting Services across a wide range of industries. Our industry-focused approach ensures that every solution aligns with specific operational challenges, compliance requirements, and growth objectives—rather than generic technology implementations.

Automotive & EV

Smart IT solutions for connected and electric mobility.

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Banking & Finance

Secure, scalable IT systems for modern banking.

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Healthcare

Secure IT solutions for better patient care and data management.

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Education

Digital platforms for modern learning experiences.

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Insurance

Digital platforms for faster, smarter insurance operations.

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Retail & Ecommerce

Technology that powers seamless online and offline selling.

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Travel, Transport and Hospitality

IT systems for real-time tracking and efficient operations.

Explore More

Manufacturing

IT solutions enabling smart and automated manufacturing.

Explore More

Ready to Build a Revenue-Generating CRM Programme?

Book a free consultation. We will audit your current CRM and automation setup, identify the highest-impact improvements, and tell you what a realistic 90-day outcome looks like — before any commercial commitment.

Client Testimonials

What CRM Clients Say

Feedback from marketing leaders, CMOs, and CRM managers who have transformed their customer engagement with Rackwave Technologies.

★★★★★

Within 90 days of Rackwave completing our Klaviyo implementation, email-attributed revenue was up 3.8× on the prior period. They did not just configure the platform — they rebuilt our entire contact strategy, segmentation model, and automated flow architecture. The difference was night and day.

Helena Marsh
Helena Marsh
Head of Digital, Fashion Retail Group
★★★★★

The Salesforce implementation Rackwave delivered was the third attempt at this project. The first two failed because the data model was wrong and the integrations were too fragile. Rackwave spent two weeks on architecture before writing a single line of configuration — and delivered a system that has been running in production for 18 months without a major issue.

Sunita Kapoor
Sunita Kapoor
VP Operations, Financial Services
star-1
star-2
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“Rackwave Technologies has significantly improved our marketing performance while providing reliable cloud services. We’ve been using their solutions for a while now, and the experience has been seamless, scalable, and results-driven.”

David Larry

Founder & CEO

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FAQ

Frequently Asked Questions

Common questions about CRM and marketing automation services with Rackwave Technologies.

  • Which CRM platforms do you work with?

    We have active delivery experience across 9 platforms: Salesforce (Sales Cloud, Service Cloud, Marketing Cloud), HubSpot, Braze, Klaviyo, Marketo, CleverTap, Brevo, Microsoft Dynamics 365, and Oracle Responsys. Our team holds current certifications across all major platforms. If you are working with a platform not on this list, contact us — we evaluate new platforms regularly and may have relevant experience.

  • How long does a CRM implementation take?

    Timeline depends on scope and platform. A focused single-module CRM implementation — sales pipeline, basic marketing automation, or email programme — typically runs 6 to 12 weeks. A full CRM implementation including data migration, integrations, and custom automation can run 3 to 6 months. We always provide a fixed scope and timeline before work begins, and we structure delivery in phases so you see working software throughout.

  • Do you help with CRM migrations between platforms?

    Yes. CRM migrations are one of our most common engagements — moving from HubSpot to Salesforce, Pardot to Marketo, Mailchimp to Braze, or legacy ESPs to modern platforms. We handle data mapping and transformation, campaign and journey recreation, integration rearchitecture, and parallel testing to ensure the new platform performs better than the one being replaced before the migration goes live.

  • What does marketing automation actually improve?

    In our experience, well-implemented marketing automation improves four things: lead-to-opportunity conversion (through better nurturing and scoring), pipeline volume (through more consistent top-of-funnel activation), customer retention (through lifecycle programmes that identify and address churn signals early), and marketing ROI measurement (through attribution that connects campaign activity to actual revenue). The specific metrics depend on your business model — we agree them with you before the engagement starts.

  • Our CRM was implemented 2 years ago and is not performing. Can you fix it?

    Yes. CRM rescue and optimisation is a significant part of what we do. We start with a diagnostic — data quality audit, workflow review, integration health check, adoption analysis — to identify the root causes of poor performance before making any changes. Most underperforming CRMs have the same problems: poor data quality, workflows built around the platform rather than the business process, and no adoption programme. We fix the foundation before optimising the programmes on top of it.

  • Do you manage campaigns on an ongoing basis or just implement?

    Both. We offer one-time implementation and one-time campaign delivery, as well as ongoing managed services where we act as your external CRM and marketing automation team — managing campaigns, maintaining the platform, monitoring deliverability, optimising performance, and reporting on outcomes. Managed services clients typically see better long-term performance because optimisation is continuous rather than one-off.

  • What is your approach to email deliverability?

    Deliverability is a first-class concern on every email programme we deliver. We conduct deliverability audits at the start of every engagement — domain authentication (SPF, DKIM, DMARC), IP reputation check, engagement rate analysis, list hygiene assessment, and suppression list audit. We warm new sending domains and IPs properly, monitor reputation metrics continuously, and have a remediation playbook for deliverability issues when they arise.

  • How do you measure the success of a CRM or marketing automation programme?

    We measure against the business KPIs agreed at the start of the engagement — typically pipeline influenced, leads converted, email-attributed revenue, customer retention rate improvement, or campaign ROI. We build reporting into the platform so you can see these metrics continuously, and we produce a 90-day performance review that compares actual results to the baseline and the targets in the original business case.