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Salesforce email heatmaps, VIB and customer journey intelligence

Understand every customer interaction from email to website.

CRMx connects email heatmaps, personalised-content performance, View in Browser behaviour, website activity and session recordings into one clear customer-experience intelligence platform.

  • Separate reporting for dynamic and personalised email versions
  • Compare email performance from A/B through to A–J
  • Capture clicks, movement, scrolling and VIB sessions
  • Continue the customer journey into website behaviour

Client-specific implementation, onboarding and platform compatibility are confirmed during discovery.

CRMx email heatmap and customer journey intelligence platform
Dynamic versions Analysed separately, not aggregated
End-to-end visibility Email → VIB → Website → Recording
Designed for controlled enterprise implementation Configured around your platform, domains and customer journey.
Role-based client access
Client-specific configuration
Privacy-conscious implementation
UK-based onboarding and support

Built for teams responsible for complex customer journeys

CRMx supports CRM, campaign, marketing automation, optimisation and technology teams that need clearer evidence of customer behaviour.

What CRM leaders need to know

CRMx turns fragmented engagement data into decisions.

Standard reports show what happened. CRMx helps your teams understand why it happened, where customers engaged and how the experience can improve.

Optimise campaigns faster

Replace manual interpretation and assumptions with clear visual evidence of subscriber behaviour.

Improve content and CTA decisions

Understand which placement, message, creative and personalised variation produces stronger engagement.

Recover lost journey visibility

Continue understanding customer behaviour after the View in Browser link or landing-page click.

Communicate results clearly

Give CRM teams, designers, stakeholders and leadership visual reports they can understand quickly.

Core CRMx capabilities

One connected platform for email, VIB and post-click intelligence

Give campaign teams, designers and decision-makers one clear view of engagement across the complete customer experience.

CRMx capability What it does Business benefit
Email Heatmaps
Visualise subscriber clicks directly over the email design, including CTAs, images and content blocks.
See which content attracts attention and which sections are being ignored.
Dynamic & Personalised Versions
Capture personalised versions of the same email separately by language, city, country, audience or content variation.
Identify which personalised creative, message, image and CTA performs best.
A/B to A–J Comparison
Compare two to ten email versions with separate heatmaps, CTA results and click-performance reporting.
Make complex dynamic-content and multivariate decisions easier and faster.
Email Click Intelligence
Analyse link engagement, click ranking, engagement strength, click order and time-to-click.
Turn raw click data into clear campaign optimisation decisions.
CRMx VIB Suite
Capture reports, clicks, mouse movements and scroll behaviour on compatible View in Browser email pages.
Close the analytics gap after recipients leave the original email.
Session Recordings
Replay visitor journeys across VIB pages, CloudPages, landing pages and websites.
Identify hesitation, confusion, usability problems and conversion barriers.
Website & CloudPage Heatmaps
Capture page clicks, mouse movement and scroll depth across supported pages and domains.
Understand engagement hotspots, ignored content and post-click friction.
End-to-End Journey Intelligence
Connect email engagement, VIB activity, website visits, heatmaps and session behaviour.
Understand the customer experience beyond the initial campaign click.

Email Heatmaps

Visualise subscriber clicks directly over the email design, including CTAs, images and content blocks.

Business benefit: See which content attracts attention and which sections are being ignored.

Dynamic & Personalised Versions

Capture personalised versions of the same email separately by language, city, country, audience or content variation.

Business benefit: Identify which personalised creative, message, image and CTA performs best.

A/B to A–J Comparison

Compare two to ten email versions with separate heatmaps, CTA results and click-performance reporting.

Business benefit: Make complex dynamic-content and multivariate decisions easier and faster.

Email Click Intelligence

Analyse link engagement, click ranking, engagement strength, click order and time-to-click.

Business benefit: Turn raw click data into clear campaign optimisation decisions.

CRMx VIB Suite

Capture reports, clicks, mouse movements and scroll behaviour on compatible View in Browser email pages.

Business benefit: Close the analytics gap after recipients leave the original email.

Session Recordings

Replay visitor journeys across VIB pages, CloudPages, landing pages and websites.

Business benefit: Identify hesitation, confusion, usability problems and conversion barriers.

Website & CloudPage Heatmaps

Capture page clicks, mouse movement and scroll depth across supported pages and domains.

Business benefit: Understand engagement hotspots, ignored content and post-click friction.

End-to-End Journey Intelligence

Connect email engagement, VIB activity, website visits, heatmaps and session behaviour.

Business benefit: Understand the customer experience beyond the initial campaign click.
CRMx View in Browser Suite

Close the tracking gap after the email is opened in a browser.

When recipients select View in Browser, normal email analytics may provide limited visibility into what happens next. CRMx VIB Suite helps connect browser-rendered email engagement with the wider post-click customer journey.

VIB engagement and click reports
Click, movement and scroll heatmaps
VIB A/B heatmap comparison
View in Browser session recordings
Website journey continuation
End-to-end journey reporting

One connected customer-experience journey

1
Email engagement The recipient receives and interacts with the campaign.
2
View in Browser The browser-rendered version is opened through the CRMx VIB journey.
3
VIB behaviour Clicks, mouse movement, scrolling and session activity are captured.
4
Website interaction The visitor continues to supported website pages and customer touchpoints.
5
Journey intelligence Campaign and post-click activity are brought together for analysis.
How CRMx works

Structured implementation from discovery to optimisation

CRMx is configured around your platform, campaign architecture, personalised content, View in Browser experience and website journey.

1

Discovery and solution scoping

We review your platform, campaign types, dynamic-content structure, VIB process, website journey and reporting requirements.

2

Secure connection and setup

CRMx configures the required platform connection, campaign data, approved domains, tracking scripts and access permissions.

3

Capture emails and versions

Standard and personalised email versions are captured using agreed identifiers such as language, city, audience or content variation.

4

Track VIB and post-click behaviour

CRMx captures compatible VIB, CloudPage and website interaction according to the selected implementation scope.

5

Analyse heatmaps and recordings

Teams review click behaviour, movement, scroll depth, CTA performance and session recordings across the journey.

6

Compare, report and optimise

Use A/B or A–J comparisons, visual reports and customer-behaviour evidence to improve future campaigns.

Complete customer-experience visibility
Email engagement View in Browser VIB behaviour Website activity Journey intelligence
Enterprise readiness

Designed for secure, controlled client implementation

CRMx onboarding is scoped around your organisational requirements, marketing platform, approved domains, access model, privacy controls and technical governance.

Security, privacy, consent, data retention and implementation requirements are agreed with the client during onboarding.

Role-based access

Client users can receive access only to the platform areas and reports relevant to their responsibilities.

Approved domain control

Domains, tracking implementation and administrative access can be controlled through the agreed onboarding process.

Sensitive-data exclusions

Sensitive fields, elements and pages can be excluded or masked according to the selected configuration.

Client-specific integration

Connections and data flows are configured around the client’s platform architecture and selected CRMx services.

Testing before launch

Campaign, VIB and website tracking changes are reviewed and tested before production activation.

Ongoing support

CRMx provides agreed onboarding, technical guidance, issue investigation and platform support.

Support for leading marketing automation environments

CRMx capabilities vary by platform and implementation. CRMx VIB Suite can be configured for compatible View in Browser experiences across leading marketing automation platforms.

Salesforce Marketing Cloud Oracle Eloqua Adobe Marketo Engage Braze HubSpot Other compatible platforms
Frequently asked questions

Key answers for marketing, technology and procurement teams

Understand how CRMx integrates, captures customer behaviour, supports personalised campaigns and fits into your existing environment.

What is CRMx?

CRMx is a customer-experience intelligence platform that helps marketing teams understand engagement across emails, personalised versions, View in Browser pages, CloudPages, landing pages and websites. It provides visual heatmaps, click intelligence, comparisons, session recordings and journey reporting.

Which marketing automation platforms does CRMx support?

CRMx email heatmap capabilities are designed around supported campaign integrations such as Salesforce Marketing Cloud. CRMx VIB Suite can also be configured for compatible View in Browser experiences from Salesforce Marketing Cloud, Oracle Eloqua, Adobe Marketo Engage, Braze, HubSpot and other marketing platforms. Exact compatibility is confirmed during discovery.

Can CRMx separate dynamic and personalised versions of the same email?

Yes. When the required identifiers and content information are available, CRMx can capture personalised versions separately. Variations may be distinguished by language, city, country, audience, image, CTA, content alias or another agreed identifier.

Can we compare more than two email versions?

Yes. CRMx supports a standard A/B comparison and can extend to as many as ten versions, A–J. Each version can retain its own heatmap, click-performance report and CTA engagement results.

What is the CRMx VIB Suite?

CRMx VIB Suite is designed for compatible View in Browser email experiences. It can provide VIB reports, click heatmaps, mouse-movement heatmaps, scroll analysis, A/B heatmap comparison and session recordings.

Can CRMx track the journey from email to website?

CRMx can connect email engagement, View in Browser activity and subsequent website behaviour when the required links, identifiers, approved domains and tracking implementation are configured.

Will CRMx affect our campaign sending or email delivery?

CRMx operates as an analytics and customer-experience intelligence layer rather than an email-delivery platform. Any campaign, link or template changes required for the selected capability are reviewed and tested before production implementation.

Does CRMx capture sensitive information?

CRMx implementations should be configured to avoid capturing passwords, payment-card information and unnecessary sensitive data. Sensitive fields, pages and elements can be excluded or masked according to the agreed implementation and client privacy requirements.

How long does CRMx implementation take?

Implementation time depends on the selected services, platform access, Business Unit or domain structure, dynamic-content complexity, VIB setup, website deployment, security review and testing requirements. A scoped onboarding plan and timeline are agreed before implementation.

Does CRMx offer a free trial?

CRMx does not normally provide a self-service free trial because the services require secure client-specific configuration, implementation and testing. Prospective clients can request a personalised demonstration and receive a scoped solution proposal.

See how CRMx can solve your campaign and customer-journey visibility gaps

Request a personalised demonstration covering your marketing platform, dynamic-content use cases, View in Browser journey, website tracking and reporting requirements.

Request a Personalised Demo

Client-specific scope, technical requirements and implementation timelines are confirmed following discovery.