CRM & LOYALTY IMPLEMENTATION

From Tech Stack to Go-Live - Handled by Experts

We solve common pitfalls in CRM and loyalty implementations: poor data quality, siloed systems, and unclear business logic. From structured data models to integrations with ERPs, eShops, and custom tools, we deliver a reliable, scalable, and compliant setup—on Mercury Cloud or the technology stack of your choice.

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crm loyalty impementation

CRM & Loyalty Implementation Processes

IDENTIFY

Technology Stack Design

We propose the ideal technology stack based on your needs. Whether using Mercury Cloud or another platform, we ensure the selected tools fit your operations.

SPECIFY

Technical Specifications

We create detailed technical specifications, including business logic rules, data structures, and integration requirements, ensuring clarity and precision in every aspect of the implementation. 

DEVELOP

Custom Features and Tools

We build the custom features your program needs—such as referral logic, tier upgrade rules, reward eligibility engines, or admin dashboards for managing promotions and members.

INTEGRATE

System Integrations

We connect ERPs, eShops, legacy systems, and custom tools.
Using APIs, we unify customer, transactional, and behavioral data for accurate, real-time sync across platforms.

DESIGN

Creative Assets Preparation

We prepare creative assets for landing pages, automations, newsletters, and promos—keeping your campaigns polished and on-brand.

ENGAGE

Loyalty Members Dashboard

We develop user-friendly loyalty web apps that enhance customer engagement and provide intuitive access to loyalty program features. 

REPORT

KPIs Definition and Reporting

We define key performance indicators and set up comprehensive reports and dashboards to help you monitor the success of your CRM and loyalty programs. 

AUTOMATE

Marketing Automations Setup

Our experts set up marketing automations that drive engagement and conversions, creating a cohesive and effective customer journey. 

TEST

Quality Assurance

We test for data accuracy, performance, security, and responsive design to ensure quality at every level.

BENEFITS
Key Outcomes of Our Technical Implementations
tailored turn key solutions

Tailored Turn-Key Solutions

Get a fully customized tech stack built around your specific business needs.

Get a fully customized tech stack built around your specific business needs. 
We handle everything — from technical specs and development to QA and deployment — so your team can stay focused on growth.

seamless integration

Seamless Integration

Connect all your systems — even the custom and legacy ones.

Connect all your systems — even the custom and legacy ones. 
We specialize in data unification, ensuring smooth operations across ERPs, eShops, CRMs, and internal tools.

enhanced security and compliance

Enhanced Security and Compliance

Protect customer data and meet all regulatory requirements from day one.

Protect customer data and meet all regulatory requirements from day one. 
Our implementations follow GDPR best practices and ensure consent-based data collection at every touchpoint.

improved operational efficiency

Improved Operational Efficiency

Streamline your workflows and free up team bandwidth.

Streamline your workflows and free up team bandwidth. 
From automation to custom dashboards, we optimize your operations — without forcing you into rigid platform constraints.

Need Guidance? Talk to an Expert!

Ready to take your customer engagement to the next level? Connect with one of our experts today.

Let's Talk
Need Guidance? Talk to an Expert!