Klaviyo is now more than just a robust email and SMS marketing tool. The launch of Klaviyo Service, a CRM integration that allows businesses to create a unified hub to drive conversions and improve retention, changes its very definition.
If you run a business, you must fully utilize Klaviyo’s B2C CRM system and marketing tools to stay ahead in a fiercely competitive ecommerce landscape. Hiring the right Klaviyo agency is the first step. With this quick guide, discover why Klavio CRM implementation and hiring a Klaviyo agency is worthwhile.
Table of Contents
The Rundown
This Coalition Technologies guide covers the biggest reasons for hiring a Klaviyo agency. Learn more about:
- An intro to Klaviyo Partner agencies and how they can help you grow
- Why you should work with a certified Klaviyo Partner agency, including:
- What is Klaviyo CRM, and how can Klaviyo CRM implementation through an agency make a difference
- How an expert agency can help you leverage powerful features like Klaviyo’s Customer Hub.
- How to choose the right Klaviyo agency for your business
What Is a Klaviyo Agency?
In the simplest terms, Klaviyo agencies specialize in using the platform’s marketing tools to help businesses achieve their goals, including:
Increasing traffic
Generating more qualified leads
Boosting conversions and growing revenue
Improving customer engagement through Klaviyo CRM integration
A certified partner knows Klaviyo’s features inside and out, and they can fully utilize its marketing, analytics, and CRM tools. An agency will work closely with businesses to determine their goals and then plan, launch, and manage a marketing strategy to achieve those goals.

What Does a Klaviyo Agency Do, Exactly?
‘Growing conversions’ is incredible to hear, but how exactly do these agencies make that happen? From Klaviyo CRM implementation to email marketing and basic account setup, let’s look at how a Klaviyo agency can help you grow.
- Basic Set Up: A running start can make all the difference in digital marketing, and that’s what you get with an expert agency. A Klaviyo agency like Coalition Technologies can handle the technical complexities of setting up a Klaviyo account and integrating it with your ecommerce platform, whether it’s Shopify, BigCommerce, or another central platform.
- Email Marketing Campaigns: A Klaviyo agency is responsible for planning and executing email marketing campaigns to grow your leads and revenue. These campaigns are tailored specifically to your business and its objectives, and they’re built on a thorough understanding of your market and top competitors. Klaviyo CRM implementation also helps here by giving you access to unified, high-quality first-party data.
A typical email marketing campaign on Klaviyo might involve setting up automated workflows, such as a welcome series or abandoned cart emails. Campaigns also involve constant monitoring and optimization to ensure consistent results. - Klaviyo CRM Integration: Klaviyo’s B2C CRM system is a powerful growth agent if you know how to use it. This system covers three suites:
- Marketing: This includes the Klaviyo services you might already be familiar with, such as email and SMS campaigns, product reviews, and ad orchestration.
- Service: This covers Klaviyo’s unified Knowledge Base, ticketing, and omnichannel conversations. Implementing Klaviyo CRM will allow you to use powerful features like the Klaviyo Customer Hub and AI agents that vastly improve customer service.
- Analytics: The analytics suite includes Klaviyo’s extensive performance reporting tools, marketing analytics dashboards, and the new addition of service analytics. An expert Klaviyo agency will constantly monitor your business’s ongoing analytics and use them to guide your growth.
- Marketing: This includes the Klaviyo services you might already be familiar with, such as email and SMS campaigns, product reviews, and ad orchestration.
Klaviyo CRM in Action
There’s no better way to understand the impact of a Klaviyo agency than with some real-world examples. Let’s work through a few scenarios where implementing Klaviyo’s new CRM features can make a difference.Loyalty PointsKlaviyo is a CRM that can completely streamline one of the most challenging parts of the customer journey: retention. An expert Klaviyo agency like Coalition Technologies can seamlessly integrate customer data for a loyalty program, rewarding frequent buyers and encouraging them to return.

Customer Hub
The Customer Hub is one of Klaviyo Service’s most exciting recent additions. This hub delivers a personalized experience for every user signed into your store. Once your agency has integrated your first-party data with Klaviyo’s CRM, you can use the Customer Hub to drive more revenue.
Once signed in, buyers can track and manage their coupons, track orders, review loyalty points, contact customer support, and much more, all in one place, thanks to Klaviyo’s CRM integration. A Klaviyo agency can also help you set up dynamic offers based on individual customer data to drive more revenue.
How To Choose a Klaviyo Agency
Industry Experience
To fully benefit from Klaviyo CRM implementation, your agency should ideally be familiar with your industry or niche. Industry experience is critical for experts working with large volumes of consumer data, and an experienced agency will already be familiar with your business objectives.
The best way to validate industry experience is to choose an agency with an established track record and verifiable case studies. Coalition Technologies, for example, has over 800 verified case studies covering our work in digital marketing, web design, and more.
Partner Certification
As a Klaviyo Platinum Master agency, we know the difference a certification makes. If you’re comparing options, you should always prioritize agencies certified by Klaviyo. This stamp of confidence validates the agency’s experience working with Klaviyo’s B2C CRM system. Whether looking for Klaviyo CRM implementation or email marketing strategies, you know you’re in good hands with a Klaviyo partner.
Technical Capabilities
Proper Klaviyo CRM integration requires a high level of technical expertise. The right Klaviyo agency for your business will have an extensive in-house developer team that can maximize the platform’s true potential. The team should be able to handle complex third-party integrations, optimize data flows, and troubleshoot issues quickly to avoid costly mishaps.
The other side of the coin is content creation. Executing a successful marketing campaign with Klaviyo requires experienced SEO copywriters who can create compelling content that suits your brand. A full-service agency like Coalition Technologies will meet both of those standards.
Budget and Transparency
The perfect Klaviyo CRM implementation won’t be helpful if it’s out of your budget. Take the time to carefully evaluate quotes from various Klaviyo agencies. Some agencies might charge a flat fee with a one-size-fits-all package, while others use hourly rates or performance-based models.
You’ve Already Found The Right Klaviyo Agency
Coalition Technologies has been using platforms like Klaviyo to drive millions in client revenue for over fifteen years. As a certified Klaviyo Platinum Master agency, our data-driven Klaviyo strategies are the go-to choice for some of the world’s largest brands. Ready to find out why? Contact us for a free consultation today.
Frequently Asked Questions
Why should I hire a Klaviyo agency instead of handling Klaviyo CRM implementation myself?
A Klaviyo agency like Coalition Technologies gives you the advantage of scale. Agency experts can maximize the platform’s more advanced features, such as segmentation and automation flow, to help your business grow faster. These skills, along with Klaviyo CRM integration, would otherwise take months to learn independently.
How does a Klaviyo agency make my email campaigns more effective than a general marketing team?
Email marketing agencies like Coalition Technologies live and breathe Klaviyo, crafting hyper-targeted emails with personalized flows and A/B-tested strategies that a general team might overlook. Their deep platform knowledge turns generic emails into conversion machines tailored to your audience.
Can hiring a Klaviyo agency save me money?
Yes. Despite the upfront costs, hiring an agency for Klaviyo CRM implementation will save you money in the long run. A professional Klaviyo agency can use the B2C CRM system’s features like the Customer Hub to generate consistently higher sales for your business, and that’s just one of the many possibilities.