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01 / CRM agencyOwner-managed

CRM agency,CustomerLifecycle

A CRM agency brings structure to customer data. We develop customer relationship management tailored to your sales process, combine segmentation with accurate data analysis, set up automations, and connect your email marketing.

  • WhatCRM concept, data structure, segmentation, automations, and integration with email.
  • For whomCompanies that want to better understand and target existing customers.
  • Why usEmail and customer management for Rauch Juices, FALKE, and Merklinger.
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Problem & goal

Who
Social Media One: owner-managed advertising agency with in-house photo and video production.
For whom
Companies that want to better understand and target existing customers.
What
CRM concept, data structure, segmentation, automations, and integration with email.
Why us
Email and customer management for Rauch Juices, FALKE, and Merklinger.
Next step
Brief initial meeting. Afterwards, you receive an assessment and concept before anything is produced or booked.

What we deliver specifically

Concept, implementation, and analysis from a single source, with dedicated contacts.

  • Segmentation
  • Data model
  • Automation flows
  • Consent
  1. 01

    CRM concept

    Your CRM reflects your sales process.

    Your challenge
    The system was purchased but not adapted to workflows.
    Our approach
    We clarify processes, data requirements, and responsibilities.
    Result
    A CRM that is actually used.
    • Process analysis
    • data model
    • roles
  2. 02

    Data structure & quality

    Customer data is complete and well maintained.

    Your challenge
    Data is duplicated, outdated, or incomplete.
    Our approach
    We clean up, standardize, and define maintenance rules.
    Result
    Reliable data.
    • Cleansing
    • fields
    • maintenance rules
  3. 03

    Segmentation

    People receive what is relevant to them.

    Your challenge
    Everyone receives the same messages.
    Our approach
    We create segments based on behavior, value, and interests.
    Result
    More relevant communication.
    • Segments
    • rules
    • tests
    To marketing automation
  4. 04

    Automations

    Recurring processes run automatically.

    Your challenge
    Follow-ups and greetings are done manually.
    Our approach
    We create workflows with clear triggers.
    Result
    Less manual work, more consistency.
    • Triggers
    • Sequences
    • Tests
  5. 05

    Email integration

    CRM and email communicate with each other.

    Your challenge
    Data is manually transferred between systems.
    Our approach
    We connect systems and reconcile data.
    Result
    A seamless data flow.
    • Interfaces
    • Reconciliation
    • Test
    To email marketing
  6. 06

    Evaluation

    You see the value and development of your customers.

    Your challenge
    Customer numbers are known, but value and development are not.
    Our approach
    We create analyses for repeat purchases, value, and activity.
    Result
    Insights into customer relationships.
    • Reports
    • Metrics
    • Recommendations
    To retention & loyalty

Found the right service?

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How we work

Clear answers to the questions brands ask us most often.

Process before tool

A CRM is only as good as the process behind it. We start with the workflow, not the system.

Data quality

Effective communication requires good data. We ensure structure and maintenance rules.

Data protection

We consider consents and deletion periods during setup. This does not replace legal advice.

Start small

We begin with a few segments and workflows and expand what works.

Approach and decision criteria

  1. 01

    Initial meeting

    We clarify which decisions your data should support and what is missing today.

    Result: Clear measurement framework.

    From you: Goals and existing tools.

  2. 02

    Assessment

    We review accounts, tags, data flows, and data protection for gaps and errors.

    Result: Documented current state.

    From you: Access to Analytics, Tag Manager, and ad accounts.

  3. 03

    Implementation

    We set up measurement, events, and analyses to be transparent and compliant with data protection.

    Result: Working measurement with test.

    From you: Coordination with development and data protection.

  4. 04

    Evaluation

    Reports and dashboards show what matters and derive concrete next steps.

    Result: Clear reporting.

    From you: Feedback on which figures you need.

Project references

Selected projects from our cases. Figures and timeframes can be found in the respective case story.

Featured case / Rauch Juices 5 brands, 13 countries Initial situationManaging social media for 5 different sub-brands in 13 countries — each market with unique taste preferences, cultural nuances, and platform usage patterns. IdeaWe implemented a hub-and-spoke content model: central strategy and asset production, localized execution per market. ImplementationZentrale Strategie und Asset-Produktion, lokalisierte Umsetzung pro Markt — skalierbarer Content für 13 Länder. 5 Sub-brands managed13 Countries View case
FALKE FALKE x Haribo: Iconic collab Two legendary German brands, one impossible brief: make premium socks go viral. 3+ Years of partnershipAusverkauft Product lines Merklinger Merklinger 7x ROAS for wood-fired oven brand Merklinger had a premium product with no digital presence. 800+ Leads in 2 months2,50€ Cost per lead

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More work

tesa tesa 179+ ads, partnership extended 11+ Campaigns44+ Ad sets PURELEI +25% reach via TikTok +25% Reach+10% Engagement Burlington Burlington Gen Z repositioning +35% Younger target group150K+ TikTok views
All cases

Measuring success & limitations

Repeat purchases, activity, and response rates show impact. We define what matters in advance.

Limitations: With CRM, metrics are always an approximation. Data protection, consents, and technology set limits, and we state these openly.

Contact person

Stephan M. Czaja

Owner, Social Media One

From the start, you speak directly with the people implementing your project, not with a sales team. Briefly tell us what it's about, and we’ll get back to you with a concrete proposal.

Stephan on LinkedIn

Questions before commissioning

What does a CRM agency do?

It plans CRM processes, organizes data, creates segments and automations, and connects them with email and channels.

Which CRM systems do you support?

That depends on your current setup. We are not tied to any system and review what fits your needs.

How does the collaboration work?

Consultation, concept, data preparation, setup, and analysis.

How is CRM connected to email marketing?

The CRM provides data and segments, email handles communication. More on our page about email marketing.

Is this compliant with data protection regulations?

We consider consents and deletion periods. This does not replace legal advice.

What affects the effort involved?

Data volume, number of systems, and process complexity. We clarify this in the initial meeting.

Your CRM-Start project.

Briefly tell us what you have in mind. You will receive an honest assessment and a concrete proposal.

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