CRM Agency, Marketing Automation & Email Marketing Services
Want to reach your business goals and ready to optimize your marketing strategy? By leveraging the performance of your existing CRM, combined with collecting and analyzing customer data, you can radically transform your results.
Our agency in Montreal supports you in optimizing your CRM and orchestrating email, SMS, and direct mail campaigns. This enables us to address your customer acquisition, loyalty, and retention priorities.
With a data-driven approach, we integrate:
- Your CRM (data management and unification)
- Marketing Automation Platforms (MAP) to orchestrate campaigns
- Email Service Providers (ESP) for high-performance delivery across channels
Our consultants design targeted campaigns that maximize engagement and sustainably improve your marketing performance.
An Integrated Approach to Maximize Engagement and Conversions
Relationship marketing—where email marketing plays a central role—is key to building long-term, profitable customer relationships. When paired with a well-integrated CRM, it unlocks high-impact, results-driven strategies, including:
- Campaign automation to increase efficiency
- Advanced segmentation for precise targeting
- Personalized messaging to boost engagement
- Performance tracking for continuous optimization
- Deliverability management via your ESP
Our CRM consultants don’t handle the technical integration of your platform, but we guide you through strategy, vendor selection, and deployment. Whether adopting Salesforce, optimizing existing tools, or structuring campaigns, our mission is clear: deliver expert guidance to maximize CRM efficiency and ROI.
CRM Implementation Support – Step by Step
Analyze your current situation
Select the right CRM
Support the implementation
Train your users
“Companies integrating a CRM and MAP see a 29% revenue boost in the first year.”
-Forrester, 2024
Our CRM, Marketing Automation & Email Marketing Services
Take control of your data and understand your customers—so you can deliver what they want, exactly when they want it. Automate sales processes, boost retention, and improve ROI with our CRM expertise.
CRM Audit and Consulting
Optimize your CRM or Marketing Automation Platform (MAP)—such as Salesforce—with a strategic audit. Our actions include:
- Mapping your customer journey
- Optimizing workflows and automating email campaigns
- Training your teams
Email Marketing Strategy and Segmentation
Build high-performing campaigns, segment your audience, and boost engagement with lifecycle-based personalization.
Our levers include:
- Designing engaging email sequences
- Advanced segmentation for better targeting
- High-converting email copywriting and design
Marketing Automation and Lead Nurturing
Thanks to automated email journeys, we help you efficiently convert leads into customers.
We help you set up intelligent workflows, automate your follow-ups, and improve your overall conversion rate through targeted, high-performance marketing automation. Our key levers:
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Setting up nurturing sequences
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Smart follow-ups to optimize conversion
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Synchronization with your CRM for precise tracking
Performance Analysis
To ensure maximum ROI, we implement advanced analytics and data visualization tools to monitor performance by campaign, scenario, and channel. Every data point becomes an optimization lever.
Our rigorous, evidence-based methodology includes:
- A/B testing (visuals, frequency, channels) with statistical validation
- Control groups to isolate true impact beyond attribution bias
- Marketing Mix Modeling (MMM) to quantify channel contributions (email, SMS, paid, offline)
- Multi-touch attribution models (time-decay, data-driven) to value each customer interaction and optimize budgets
- Unified real-time dashboards for marketing, sales, and leadership teams with KPIs like open rate, CPA, and incremental revenue
Every campaign follows a test → measure → learn cycle, enabling continuous improvement and strategies that evolve with your customers.
Use case
To boost post-warranty customer loyalty and service sales for dealerships, we built an exclusive loyalty club combining promotional and relationship-driven offers. With advanced personalization, each customer received tailored offers based on their vehicle model—resulting in higher return rates and greater brand value.
Who we work with
Our CRM and email marketing services are designed for businesses ready to harness their data for more sophisticated marketing strategies and higher growth. We adapt to your industry and objectives:
With the combined expertise of Dialekta and Varibase, we deliver a 360° digital and relationship marketing approach. Global brands like Mercedes-Benz, Keurig, Sanofi, and Husqvarna trust us to optimize acquisition, retention, and customer engagement. With 20 years of experience, we combine data, personalization, and automation for measurable performance.
Technology Partners
We’re not tied to any one solution. Our goal: recommend the best CRM and marketing automation stack based on your goals, digital maturity, and technical constraints. Whether you’re already equipped or in the selection phase, we help you build a martech ecosystem that truly creates value.
Our areas of expertise
CRM
The backbone of your data
Centralize, enrich, and activate customer, prospect, and opportunity profiles.
Platforms we specialize in:
- Salesforce CRM
- HubSpot CRM
- Microsoft Dynamics 365
- Zoho CRM
- Pipedrive, SugarCRM
- Other platforms via API integrations
MAP
The orchestrator of omnichannel journeys
Automate your campaigns and measure their performance.
Platforms we specialize in:
- Salesforce Marketing Cloud
- Adobe Campaign
- Journey Optimizer
- Symplify
- Klaviyo
- MAP integrated with your existing CRM
Why Choose Us?
Seamless integration between CRM, MAP, ERP, and e-commerce ecosystems.
Data governance compliance (Law 25, GDPR).
Test-and-learn methodology: scoring, 360 dashboards, continuous optimization.
End-to-end support: audit, tool selection, migration, ongoing support, and training.
What Sets Our CRM & Relationship Marketing Consultants Apart
For over 10 years, Dialekta has delivered exceptional service to its clients. In today’s fast-changing environment—with AI, complex customer journeys, and growing competition—you need a partner who can guide you across all channels.
We are one of the few 360° marketing agencies in Montreal, Toronto and Paris offering complete expertise across the entire customer journey—from discovery to post-purchase. Our skills in SEO, PPC, analytics, and traditional media mean we can seamlessly integrate relationship marketing and email campaigns into a coherent, high-performing strategy.
Contact us today to take your business to the next level and reach your goals.
Let’s find the winning formula to activate your data.
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