What Edit does

Edit (legally Edit Agency Ltd) is a UK-based marketing services and CRM consultancy headquartered in Bath and operating as a brand under privately held Salocin Group Ltd (Company no. 03624881), alongside sister agencies Join the Dots and Wood for Trees. Founded in 2018, the firm employs between 101 and 250 people and is led by CEO Nick Dixon. Edit serves B2B and B2C enterprise brands across verticals such as chemicals and plastics, life insurance, and testing, inspection and certification, delivering connected customer experiences through data strategy, CRM implementation and marketing technology services.

The company's core service lines are organised around three pillars — Transformational CRM (hyper-personalised customer journey design), Intelligent Data (data science, business intelligence, data enhancement and visualisation), and Marketing Technology (technology-enabled customer journey delivery) — supplemented by a Privacy Review practice. Underlying delivery relies on a Modern Data Platform architecture and deep partnerships with Microsoft (Dynamics 365), Salesforce, Creatio and Apteco. Edit holds B Corp certification, ISO 27001 and Cyber Essentials certifications via Salocin Group, and in November 2023 acquired CustomerKIND to integrate customer engagement and data strategy expertise in-house.

Edit operates a sales-led, consultancy-first go-to-market, pricing project-based engagements and ongoing client relationships on a quote-driven basis. Revenue is generated through professional services engagements rather than software licensing. The firm invests in content marketing (blogs, case studies, whitepapers, webinars) and leverages co-sell motion with technology partners for client referrals, targeting enterprise buyers seeking to modernise CRM, unify customer data, and comply with evolving AI and data regulations.

Name

Edit

Legal name

Edit Agency Ltd

Website

https://edit.co.uk

Company type

Private

Founded year

2018

Operating status

Operating

Headcount range

101–250 employees

Short description

Edit is a UK-based CRM, data and marketing technology consultancy serving B2B and B2C enterprise brands across chemicals, insurance and testing/inspection sectors with transformational CRM, intelligent data and marketing technology services, operating as a brand under Salocin Group Ltd.

Ownership category

akta.pro rank

Product category

CRM and Data Consultancy Services

NAICS

Computer Systems Design Services (541512), Management Consulting Services (54161)

SIC

Services-Computer Integrated Systems Design (7373), Services-Computer Programming, Data Processing, Etc. (7370)

akta.pro primary industry

CRM Implementation & Customization Services (BPAEAGAC)

akta.pro secondary industries

Customer Journey Orchestration & Campaign Management (BPAFAFAF), B2B SaaS & Enterprise Personalization (CRM, Sales, Support) (HDAAAGAJ)

Keywords

• CRM consultancy services
• Data strategy consulting
• Marketing technology services
• Customer experience solutions
• AI consulting services

Headquarters

HQ city

Bath

HQ country

United Kingdom

HQ region

Europe

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Technology or R&D, Marketing or Sales, Operations

Revenue model

1. Professional Services / CRM Consultancy: Consultancy-first approach providing CRM implementation, data strategy, and technology services to B2B and B2C brands. Revenue likely generated through project-based consulting engagements and ongoing client relationships.

Go-to-market motion1 record

Distribution channels1 record

Marketing channels5 records

Core offering

Edit is a data-led, consultancy-first firm that helps B2B and B2C brands deliver hyper-personalised customer journeys through four core service lines: Transformational CRM (customer relationship marketing strategy and execution), Intelligent Data (data organisation, cleansing, data-science, business intelligence and visualisation), Marketing Technology (implementation and optimisation of partner platforms such as Microsoft, Salesforce, Creatio and Apteco), and Privacy Review (compliant and trustworthy use of customer data as AI and data regulations evolve).

Product overview

Edit is a consultancy-first firm offering a portfolio of interconnected CRM and data services. The core offerings include Transformational CRM (hyper-personalised customer journey delivery), Intelligent Data (data science, business intelligence, data enhancement and visualisation), and Marketing Technology (technology implementation via trusted partners including Microsoft, Salesforce, Creatio, and Apteco). These services are supported by Privacy Review capabilities. The November 2023 acquisition of CustomerKIND enhanced Edit's customer engagement and data strategy capabilities. Edit operates as part of Salocin Group and provides AI consulting services and Modern Data Platform offerings through the parent group.

Differentiator

Problem solved

Functional benefit

Products and services

• Transformational CRM Data-led, consultancy-first customer relationship marketing service designed to deliver hyper-personalised customer journeys and increase the value of customer connections for B2B and B2C brands.
• Intelligent Data Data expertise covering data-science, business intelligence, data enhancement and visualisation to help clients organise, cleanse and draw growth-driving insights from their data.
• Marketing Technology Technology-enabled delivery of seamless customer journeys, interactions and personalisation, with expert consultants implementing and optimising solutions through trusted technology partners including Microsoft, Salesforce, Creatio and Apteco.
• Privacy Review Advisory service assisting clients in using data in a compliant way and building customer trust as regulations surrounding technology and AI evolve.
• AI Consulting Services and AI Enablement Consultancy service providing AI advisory, strategy and enablement support to help organisations operationalise artificial intelligence within their customer experience and data programmes.
• Cloud Solutions Cloud architecture and implementation services supporting data and customer experience workloads for Edit's enterprise clients.
• Data Science Applied data science services turning client data into predictive and prescriptive models that drive growth and customer experience outcomes.
• Microsoft Dynamics 365 CRM Consultancy Specialist consultancy delivering Microsoft Dynamics 365 CRM implementation, customisation and optimisation for enterprise clients seeking connected customer experiences.
• Modern Data Platform Design and implementation of modern data platform architectures that unify data sources, enable analytics and feed AI-enabled customer experience use cases.
• Privacy and AI Compliance Advisory service helping clients navigate privacy and AI regulatory requirements, ensuring compliant use of customer data and AI systems.

Named customers3 records

Segments3 records

Ideal customer profiles2 records

Technology focussed Yes

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration4 records

Feature3 records

Partnerships

Five partnerships are on record, tiered strategic and core.

• CustomerKINDstrategicStrategic or Co-development Partner · 20 November 2023CustomerKIND was acquired by Edit Agency Ltd in November 2023. CustomerKIND was a customer engagement and data strategy firm. Founder Janet Snedden joined Edit following the acquisition, enhancing Edit's CRM capabilities as part of strategic expansion.
• MicrosoftcoreTechnology or IntegrationEdit works closely with Microsoft as a trusted technology partner, implementing and optimising Microsoft solutions that strategically align with client business needs. Edit is part of the Microsoft partner ecosystem for CRM and technology solutions.
• AptecocoreTechnology or IntegrationApteco is listed as a technology partner on the Salocin Group website. Apteco provides data and marketing analytics solutions that Edit integrates into customer experience offerings.
• CreatiocoreTechnology or IntegrationCreatio is listed as a technology partner. Creatio provides no-code CRM and business process automation platforms that Edit implements for clients.
• SalesforcecoreTechnology or IntegrationSalesforce is listed as a technology partner on the Salocin Group website. Edit implements and optimises Salesforce CRM solutions for clients seeking connected customer experiences.

Scale indicators3 records

Recent moves5 records

Expansion highlights5 records

Direct peers

• Slalom: Slalom is a US-headquartered consultancy with a strong Microsoft and Salesforce CRM implementation practice serving enterprise and mid-market clients — closely comparable to Edit's Microsoft Dynamics 365 and Salesforce CRM consultancy offering.
• Credera: Credera is a consultancy-first firm specialising in CRM, data and martech transformations (now part of Omega Worldwide). Its strategy-led, technology-partnered delivery model mirrors Edit's Transformational CRM and Intelligent Data positioning.
• Horizontal Digital: Horizontal Digital is a digital consultancy focused on CRM, data and personalisation engagements for enterprise brands — directly comparable to Edit's customer-journey and CRM transformation services across B2B and B2C verticals.
• Ansira: Ansira is a marketing services and CRM consultancy with channel, data and customer-experience capabilities — overlapping Edit's CRM, marketing technology and customer engagement service lines.

Broad incumbents

• Accenture: Accenture's Song and Industry X practices operate a global CRM and martech implementation business across Microsoft, Salesforce and Adobe — a broad incumbent whose CRM work directly competes with Edit at enterprise scale.
• Deloitte Digital: Deloitte Digital is a large global consultancy with deep CRM, data and Adobe/Salesforce/Microsoft practices, routinely competing with Edit for enterprise CRM transformation mandates.
• Cognizant: Cognizant's Interactive/Experience practice provides enterprise CRM, data and AI consulting across Microsoft and Salesforce — a broad incumbent competing for the same enterprise CRM-implementation wallet as Edit.
• IBM Consulting: IBM Consulting delivers CRM, data and AI transformation services with strong ties into Microsoft and Salesforce ecosystems, positioning it as a broad incumbent overlap to Edit's CRM consultancy offering.
• Merkle (Dentsu): Merkle is a data-driven customer experience and CRM consultancy inside Dentsu, focused on enterprise martech and CRM — comparable to Edit's customer-journey and data-led CRM services for large brands.
• KPMG Advisory: KPMG's advisory practice includes CRM transformation, data and AI-enabled customer experience work — a Big Four incumbent that competes with Edit for regulated-industry enterprise CRM and data mandates.

Market position

Strengths4 records

Weaknesses5 records

Competitive moat5 records

Key risks6 records

Key highlights6 records

Customer concentration

• Xx.com/edit_agency
• Facebookfacebook.com/Editagencyuk

Compliance3 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles1 record

Subsidiaries1 record

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A1 record

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Edit