7 Ways to Create a Successful CRM Strategy
Posted: Tue Jan 21, 2025 5:27 am
Building a CRM strategy takes planning and careful consideration. After reviewing several business models, here are the winning strategies that have worked with examples of how you can implement them in your own business.
Like every other project, you need to map out goals and north star metrics you hope to achieve. These will guide you while implementing and optimizing the current workflows. With clear goals, you'll know what to work towards and how to get there.
For example, if you set a goal to increase the ceo email list sales conversion rate by 15% within the next quarter, you can build up steps to get there. Some could be revisiting the sales funnel, optimizing for higher quality leads to increase the potential to convert and so on. The most important thing with setting CRM goals is that you should always ensure they are SMART – specific, measurable, achievable, relevant and time-bound.
2. Revisit and Rebuild Your Ideal Customer
Once you have a goal in mind, it's time to evaluate whether you've been targeting the right people all along. Remember, converting leads is easier for your sales team when you get high-quality leads from the start. So finding these people and having a good understanding of who they are can help you craft a winning CRM strategy.
Here's an example – if you're an e-learning platform professional offering courses with certifications, your target audience might be professionals seeking a promotion or self-development within a large firm.
It's not enough to have an idea of who they are, you need the details to make a good sale. To understand the demographics, their needs, current challenges, and even preferred communication channels so you know where exactly to meet them. We recommend using a customer profile or a buyer persona similar to the one below.
Like every other project, you need to map out goals and north star metrics you hope to achieve. These will guide you while implementing and optimizing the current workflows. With clear goals, you'll know what to work towards and how to get there.
For example, if you set a goal to increase the ceo email list sales conversion rate by 15% within the next quarter, you can build up steps to get there. Some could be revisiting the sales funnel, optimizing for higher quality leads to increase the potential to convert and so on. The most important thing with setting CRM goals is that you should always ensure they are SMART – specific, measurable, achievable, relevant and time-bound.
2. Revisit and Rebuild Your Ideal Customer
Once you have a goal in mind, it's time to evaluate whether you've been targeting the right people all along. Remember, converting leads is easier for your sales team when you get high-quality leads from the start. So finding these people and having a good understanding of who they are can help you craft a winning CRM strategy.
Here's an example – if you're an e-learning platform professional offering courses with certifications, your target audience might be professionals seeking a promotion or self-development within a large firm.
It's not enough to have an idea of who they are, you need the details to make a good sale. To understand the demographics, their needs, current challenges, and even preferred communication channels so you know where exactly to meet them. We recommend using a customer profile or a buyer persona similar to the one below.