Build & set up
Establish CRM and email marketing platforms around the needs defined for your engagement.
CRM & Email Marketing
Keep the relationship moving forward.
Connect your customer information, email strategy, and follow-up. We bring the platforms and the communication together around your relationships.
Your relationshipsYour systemsYour communication
CRM & email / Connected communication
Customer contextRelevant follow-up
Relationship follow-upFollowing up on our conversation
Here is the information we discussed, along with a useful next step for your team.
Explore the next stepRelationshipMessageAction
A platform needs a purpose within your business.
Your CRM should support the way your organization manages its relationships. Your email platform needs to support the communication you want to deliver. Bringing those needs into focus gives the technical work a clear direction.
We can build, set up, and manage your CRM and email marketing platform, with the scope defined around your organization and its priorities.
Strategy and expression
Give every email a reason to be read.
A place in someone’s inbox is an opportunity to say something relevant. The message needs to connect what your business knows with what the reader needs to understand.
We create email marketing strategy, messaging, and execution around that relationship. Your business goals inform the communication, while thoughtful writing and design help make the message clear and the next step easy to recognize.
Every part has a purpose
01 / SubjectA reason to open.
02 / MessageSomething worth reading.
03 / ActionA useful next step.
Audience contextRight message.
Relevant moment.Strategy, writing, and design working together.
Relevant moment.Strategy, writing, and design working together.
Support on both sides of the screen.
The platform and the message are parts of the same experience. Our technical and creative capabilities help bring them together.
Manage
Provide ongoing support for the platforms your organization relies on.
Communicate
Connect email strategy, messaging, and execution with your business priorities.
Begin where support will matter most.
Start with the platform, the communication, or both. We define the scope around your priorities and keep your team involved as the work develops.
Organize
Customer context your team can use.
Connect
Relevant messages at the right moment.
Follow through
Clear responsibilities for the next conversation.
Frequently asked questions
CRM & email marketing FAQs
Do we need a new CRM or better use of the one we have?
Begin with the relationship and follow-up problems you need to solve. An existing CRM may be sufficient if the gaps involve setup, organization, or use; other requirements may call for a different approach. Pierson Media can help with new platform setup or support for an existing platform. The scope starts with how your team works and what needs to improve.
Can Pierson Media help with both the platform and the email content?
Yes. Pierson Media brings CRM and email platform support together with email strategy, messaging, design, and execution. You can engage us for the technical work, the communication, or both. The proposal defines the platforms, responsibilities, and deliverables so your systems and messages support the same business priorities.
How do you make email marketing relevant to our prospects and clients?
We start with who the audience is, their relationship with your business, and what would be useful at that stage. Those details inform the message, subject line, design, and next step. A prospect evaluating your services may need different information from an established client. The communication should give each audience a clear reason to read and respond.
Can email follow-up connect with our sales process?
That is an important consideration when defining the engagement. We examine how your team manages relationships, what information is useful, and where follow-up needs support. Any required workflows or system connections depend on the platforms and agreed scope. The goal is to make the next conversation more relevant and easier for your team to carry forward.
How should we evaluate CRM and email marketing performance?
Start with the outcome you want to improve, such as consistent follow-up, useful customer information, or responses to a campaign. Available clicks, replies, inquiries, and sales-team feedback can provide context. The measures should fit the systems and tracking in place. Platform setup and email activity are only useful when they support the relationships and actions your business needs.
Let’s talk
What needs to happen after the introduction?
Tell us how your organization manages relationships today and where you need support. We’ll help connect the systems and communication around your next step.
Your goals.
Our next conversation.
Our next conversation.