8 Steps to Creating a CRM Strategy for Your Business
A CRM strategy sounds intimidating to many small businesses. Is it about technology or about sales? How high-level should it be?
Fear not.
We’ll walk you through the basics to help you start your successful CRM strategy from scratch.
What is a CRM strategy?
A Customer Relationship Management strategy is a plan to grow sales and improve customer service through a combination of processes, actions, and technology. It typically involves the sales, marketing, and customer support functions of a business.
What was once the traditional buyer-seller model has shifted from transactional to customer-centric. Customer relationships today require higher levels of maintenance, which is why businesses now have entire CRM strategies dedicated to managing them.