What is a CRM strategy?
How long have you got?
In short, a CRM strategy is a tailored plan that guides how your organisation manages and optimises its interactions with customers, clients, donors, or members.
But CRM strategy can mean different things to different organisations. For some, it can be about streamlining sales processes, managing deal pipelines, and tracking leads; for others, it's about enhancing customer experiences or leveraging data for targeted marketing; for others still, it's about managing donor relationships or maximising fundraising efforts.
Whatever your industry or discipline, CRM strategy is about using tools and processes to understand your audience, build relationships, and increase your impact
We're Jake & Doug
With backgrounds in marketing, growth and, above all, CRM, we've helped organisations ranging from start-ups to global enterprises, non-profits to investment management, build and implement CRM strategies that drive results.
How do I build a CRM strategy?
Building a CRM strategy might sound like a daunting task, but it's really about getting your ducks (or donors, customers, clients, audience... probably not actual ducks) in a row.
First, you need to know what you want to achieve—whether it's driving more sales, improving customer experiences, or strengthening donor relationships.
Next, you need to map out how your CRM system can help you get there, from tracking interactions to analysing data.
Finally, keep it breezy. Your strategy needs to be flexible enough to grow and evolve with your organisation's needs.
Obviously, this is simplifying the process pretty heavily, but the answer could still be shorter—we could just say…
"Work with us!"
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