CRM Strategy & Platform Migration

As the fintech company Plus1 prepared for the next step in its growth journey, it needed a CRM and marketing automation platform capable of delivering scalability, relevance, and personalized customer communication. Beyond Retail helped them build the foundation.

The Challenge

Plus1 had grown quickly and needed a more flexible CRM solution tailored to the fintech industry. The goal was to enable 1:1 communication across multiple channels while ensuring ongoing marketing activities continued without interruption during the migration.

The Solution

Together with Plus1, Beyond Retail developed a clear CRM strategy and a plan for migrating to Bloomreach. The work included:

• Migration to a CRM and marketing automation platform - Bloomreach - optimized for fintech and relevant channels

• Establishment of a flexible data model

• Mapping and optimization of the customer journey with a focus on the critical onboarding process

• Implementation of automated customer communication with multichannel support

The Result

The migration was executed smoothly with minimal impact on ongoing activities. Today, Plus1 has a scalable foundation for future growth and personalization - with clearly increased campaign relevance, stronger engagement, and improved customer loyalty.

“Malin made our move to Bloomreach feel effortless. She didn’t just get us up and running – she set us up for the future with a scalable setup and sharper customer journeys. The impact on our engagement has been clear, and working with her has been a real game-changer.”
— Jonas Bretz Gidlund, CMO, Plus1

Ready to take the next step in your CRM journey? We’d love to discuss how you can build scalable processes, relevant customer experiences, and sustainable growth. Get in touch and let’s explore the possibilities together.