Digital business and CRM

CRM • MARKETING AUTOMATION • LIFECYCLE

CRM Strategy
for Digital
Businesses

Helping digital businesses improve retention, engagement and customer lifecycle performance through data-driven CRM strategies and automation.

Get In Touch→View Experience↓

WHAT I DO

CRM & Automation Solutions

End-to-end CRM and lifecycle marketing strategies.

CRM Strategy

Customer lifecycle design, segmentation, onboarding, retention and reactivation strategies.

Marketing Automation

Automated email, push and onsite campaigns focused on improving engagement and conversion.

Analytics & Reporting

KPI monitoring, campaign analysis and performance reporting for data-driven decisions.

Retention & Engagement

Optimization of user journeys and communication strategies to maximize customer value.

CRM MATURITY CHECK

How mature is your CRM?

Answer 6 quick questions to understand where your CRM stands and where the biggest growth opportunities may be.

THE CRM GROWTH FRAMEWORK

From customer data to sustainable growth.

A structured five-phase approach to understand your customers, build meaningful customer journeys and create scalable CRM strategies that drive measurable results.

01

DISCOVER

Understand the business, customers, goals, KPIs, tools, data and existing processes before defining any solutions.

Deliverable

CRM Discovery Report

What happens here?

We map the business, customers and data foundations before defining the CRM strategy.

CRM Discovery Report
02

DIAGNOSE

Identify gaps, bottlenecks, opportunities and quick wins across the existing CRM setup.

Deliverable

CRM Audit

What happens here?

We assess the current CRM setup, identify gaps and bottlenecks, and prioritise the opportunities that can make the biggest impact.

CRM Audit
03

DESIGN

Build the CRM strategy around lifecycle, customer journeys, segmentation, automation, communication and measurement.

Deliverable

CRM Strategy Roadmap

What happens here?

We turn the insights into a CRM strategy covering lifecycle, journeys, segmentation, automation and measurement.

CRM Strategy Roadmap
04

ACTIVATE

Turn strategy into execution through campaigns, journeys, automation and communication across relevant channels.

Deliverable

CRM Live

What happens here?

We turn the strategy into execution through campaigns, journeys, automation and relevant customer communication across channels.

CRM Live
05

OPTIMIZE

Measure performance, test new ideas and continuously improve the customer lifecycle and CRM results.

Deliverable

Monthly Growth Report

What happens here?

We measure performance, test new ideas and continuously improve the customer lifecycle and CRM results.

Monthly Growth Report

CRM is never finished.

The data tells us what to do next.

EXPERIENCE

CRM experience across multiple international markets

20+

Websites managed

100k+

Subscribers

15

International countries

Silvana Bernal - CRM and Lifecycle Marketing Consultant

About me

Hi, I'm Silvana Bernal.

CRM & Lifecycle Marketing Consultant

I’m a CRM and lifecycle marketing professional with experience building CRM strategies, processes and teams from the ground up across different markets and business environments.

I combine strategic thinking with hands-on execution to help digital businesses improve customer engagement, retention and long-term growth.

For me, effective CRM goes beyond automation. It’s about understanding customers and creating relevant experiences by connecting the right message, channel and moment.

CRM Convert brings this experience together with a practical, data-driven approach to make CRM more effective, scalable and commercially valuable.

CONTACT

Let’s work together

Let’s discuss how CRM can improve your customer lifecycle, engagement and retention.

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