Creative Services
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connecting the dots
Bring Your Brand to Life
At The CRM Firm, we know that today’s digital landscape demands more than functional solutions—it calls for an approach that seamlessly merges technology and creativity. Our team goes beyond simply delivering products and services; we help you tell your brand’s story with impact and authenticity and bring it to life within the digital landscape. Together, we’ll craft a digital experience that not only resonates with your audience, but also drives meaningful engagement and lasting success.
We believe that enhancing the customer experience is about more than just smooth processes—it’s about delivering a unified, impactful brand presence across every interaction. Our team can seamlessly weave consistent branding throughout your Salesforce ecosystem and connected solutions, creating a cohesive and memorable experience across every customer touchpoint.
Whether you have an established design team looking for additional support or are building your brand from the ground up, our creative and marketing experts are here to support you with everything you need to make your company and its brand memorable.
Go beyond out-of-box
Develop Compelling, Cohesive, and Connected Branding
A powerful Salesforce solution often extends beyond internal systems, incorporating customer-facing elements like Experience Cloud portals, customer support interfaces, Marketing Cloud or Account Engagement emails, custom lead forms, landing pages, and more.
By integrating polished branding elements throughout these touchpoints, you ensure that your brand’s presence is clear and consistent. As customers engage with these platforms, they experience your logo, colors, and visual identity at every turn—strengthening brand recognition and fostering a lasting connection.
More than a Pretty Face
Where Strategy Meets Success
Whatever your brand identity, strategy is the backbone that ensures both aesthetic appeal and functional excellence. It involves a thorough understanding of user needs, market trends, and business goals to create products that are not only visually engaging but also intuitive and effective.
A well-crafted strategy guides the design process, ensuring that every element serves a purpose and contributes to a cohesive, seamless experience. By prioritizing both form and function, strategic design enhances user satisfaction, drives engagement, and ultimately supports the success of the product or service.
Featured expertise
Salesforce Experience
Designing within Salesforce Experience Builder’s framework can feel limiting, with only basic options for colors, text, and page elements. This often leaves users with a standard, unremarkable look that doesn’t capture the essence of their brand. Our creative team can help you go beyond these constraints, unlocking customizations that bring your unique vision to life. By pushing past the standard editing tools, we create a Salesforce experience that reflects your brand’s true identity and delivers a polished, engaging user experience.
Strategic Email Design
Our creative team crafts and automates email communications that make an impact, right from within your Salesforce environment. Whether it’s auto-responses, sales quotes, event reminders, or alerts, we design every email with your brand at its core. With expertise in Marketing Cloud and Account Engagement, we create targeted drip campaigns and customizable templates that align with your marketing goals—delivering messages that resonate and drive results.
Salesforce UX/UI Design
Your team lives in Salesforce every day—so why not make it a space that feels both on-brand and effortless to navigate? Working in close collaboration with clients, we infuse smart UX/UI principles throughout their Salesforce Org, focusing on intuitive layouts, smooth navigation, and streamlined functionality. Leveraging our expertise, we craft Salesforce workspaces that are not only efficient but enjoyable, making daily tasks easier and more engaging for users.
areas of focus
Marketing Cloud & Account Engagement
HTML & CSS
Templatized Solutions
Email Deliverability & Custom Domains
Experience Cloud & Custom Styling
Website Integrations
Adobe Creative Suite
Doc Gen
Salesforce Email & Signature Design
Logo & Brand Support
Training & Enablement
Copy Writing & Editing
Microsoft PowerPoint Presentations
Custom Form Styling
Canva Templates
Need help telling your story?
Your company’s brand is unique, and we believe the way you convey its story should be, too. The CRM Firm creative team will work with you to uncover what makes your brand stand out, identifying key messages and values that resonate with your target audience.
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