The CRM Firm’s creative strategy & design studio helps organizations build a cohesive brand presence across their Salesforce environment, website, and digital touchpoints. Services include Experience Cloud portal branding and custom CSS, Marketing Cloud email design and deliverability setup, website design and Salesforce integration, logo and brand support, copywriting, custom form styling, Canva templates, and PowerPoint design.
Creative Strategy & Design
We Take Branding Seriously
—Just Not Ourselves
Our band of nerds—no, not the candy—is smart, savvy, and powered by Narrative, Engagement, Retention, Design, and Strategy. We’re the kind of nerds who make your brand story epic, turn your clicks into conversations, and your visuals into a complete vibe. From your website and emails to your Salesforce org and socials, we weave your identity across every touchpoint to make your brand unmistakably you.
Because in a world full of noise, you don’t just want to be noticed—you want to be remembered.
Pretty Smart
Where Design Meets Strategy
Before customers experience how your Salesforce solution works, they experience how it feels. From UX and color palettes to logos and layouts, the way your brand shows up visually shapes perception from the very first click. Every touchpoint—websites, portals, emails, and beyond—tells part of your story. Because in the digital world, looking sharp is just as critical as working smart.
Turning Your Salesforce Into Your Experience
Feeling boxed in right out-of-the-box?
Default templates are dull, delivering none of your brand and leaving you feeling things are more “meh” than memorable. Fear not—we’ve got the creative hacks to take your experience from bland to on-brand. From refined visuals to intuitive layouts and pixel-perfect details, we make sure your Salesforce experience doesn’t just look the part—it functions flawlessly and feels effortless at every click.
Pretty much anything you need
Creative Skill Set
- Marketing Cloud & Account Engagement
- Email Deliverability & Custom Domains
- Experience Cloud & Custom Styling
- Website Integrations
- HTML & CSS
- Logo & Brand Support
- Training & Enablement
- Copy Writing & Editing
- Microsoft PowerPoint Presentations
- Custom Form Styling
- Canva Templates
