CRM Strategy

Edit’s data-focused, privacy-first CRM strategy offering puts the customer front-and-centre.

Our approach to CRM strategy

Edit delivers seamless customer journeys, interactions, and personalisation thanks to our excellent planning function.

Using real data, we use sophisticated decision-making and analytics to ensure we lay out how to reach customers on the right channel, at the right time. It’s all to deliver what clients like you want: better sales, award-winning campaigns, and dream customer experiences.

We’ve risen to every new challenge that has come with the evolution of customer relationship management (CRM) services, all the while staying true to the original promise of CRM: to keep the customer truly at the centre.

Our CRM services

Our data-led approach is designed to help you increase the value of your customer connections, improve customer experience, and deliver clear, measurable results. Here’s how we do it:

CRM campaign planning

We combine the maths and the magic of data science and creative to make highly personalised customer relationship strategies.

Insight and analytics

We analyse customer behaviours, previous campaigns, and the market to uncover rounded, actionable insight.


We combine creative design with compelling copy to inspire your customers.

CRM technology

We integrate with your systems or provide new solutions to meet your objectives.

CRM delivery and execution

Our agile teams work within Edit or alongside your teams to deliver excellent and efficient campaign management.

Why use Edit for CRM Strategy?

An effective CRM strategy is an essential part of every business today. It’s the art of managing and nurturing relationships with your existing and prospective customers so you can empower your teams and increase revenue.

A CRM strategy enables you to keep track of your data, overcome disconnected data silos, increase sales and marketing effectiveness and deliver an unbeatable customer experience – which is why here at Edit customer satisfaction is at the heart of our CRM strategy.


How we work with you

Using a data-driven, consultative approach, we create powerful and bespoke CRM strategies that work hard for you by unlocking customer loyalty, improving customer experience, and driving new business.

What we can do for you

Intelligent Data

Data is at the heart of everything we do, bringing together data science and analytics to turn your data into powerful insights that deliver real, measurable business value.

Read more

Transformational CRM

Your needs are our needs - which is why we take an audience-first approach, getting to know your customers and what makes them tick so we can create bespoke CRM strategies.

Read more

Marketing Technology

Our consultants use a measured approach to deliver campaigns that are powered by data, so you can always react rapidly to ever-changing circumstances.

Read more

What we have done for others

Jaguar Land Rover

Jaguar Land Rover

Edit has delivered best-in-class CRM for one of the world’s most loved premium automotive brands Using our bespoke ‘Infinity platform’ we generated hyper-personalised,...

read more


The Client The RAC is a British automotive services company, their principal services are roadside assistance and general insurance. The Challenge RAC fleet management...

read more
Tesco Bank

Tesco Bank

The Client With headquarters in Edinburgh, Tesco bank was initially formed as part of a 50:50 venture between The Royal Bank of Scotland and Tesco but has been wholly...

read more

Want to find out more about CRM strategy with Edit?

Here at Edit, we don’t just push out campaigns that talk the talk; we want our CRM strategies to walk the walk. By stripping everything back and then using data to drive our approach, we can create powerful, bespoke CRM strategies that enable you to build stronger relationships with your customers.

Contact our team of Editors to discover how we can transform your CRM.