Having a successful CRM Strategy in place is vital to ensure you get your CRM right first time. Your strategy should define exactly where you want your business to be and how you plan to get there. By splitting your strategy into different sections, it will ensure you are heading in the right direction and on the right path to getting your CRM system up and running. Here are our tips to get you started:
What are your business goals and where do you envision your company going? What do you want your CRM system to do and achieve? How much will your company grow? Think carefully about exactly where you want your business to go, and what you want your CRM system to do to help you get there.
You need to ensure your staff from all departments from the top down are on board with your solution or a CRM System will simply not work. Measure your current productivity, analyse your current state and use it as a starting point which will help define your CRM strategy. Let the stats show you where you need your CRM solution to be.
This takes time and will change depending on the decisions being made throughout your strategy. Ensure you prepare for the changes and plan for any speed bumps you may come across along the way which could vary from timing issues to a change in decision of what you want included in your solution. Keep in mind when mapping your journey that there will continuous system changes, training and changes to your processes as you grow.
What were their first touchpoints? What did they buy? How did they get in contact? Who have they spoken to? Do they have multiple products with you? Having this information is vital. It allows you to assess the statistics and decide on a course of action on who to target, understand the behaviours of both current and future customers, and helps you with any future planning of where you want to be.
One of your goals is probably to gain actionable insight from your data. As part of your strategy planning, think about doing an internal data audit as you’ll need to know what data is to be transferred on to your new system and what state it is in. A good CRM Partner will be able to support you with all of your scoping and advise you on how best to gather your requirements.
There are many partners to choose from and knowing who to select can be confusing. If you choose the wrong one you could put your CRM project at risk of failure. It’s important you find the right Partner who not only delivers successful CRM implementation but one that can work alongside your team and really get to know your business, your values and can showcase their strengths and wider business knowledge. Picking the right partner who understands your objectives and processes is a vital part of your selection.
Here at Redspire, we have been told that our “Redspire Process” is one of the main benefits which sets us aside from the rest. It ensures we create and maintain excellent relationships with all our customers, ensuring they stick around for the long haul. Take a look at this short video by our Managing Director Billy Lyle which gives you an insight into the Redspire Process.
We have long standing relationships with our clients. Our experience and past projects mean we can often help new clients get up and running faster based on what has worked well elsewhere. We have clients in the retail, travel, manufacturing, pharmaceutical, technology, and financial services sectors.
“There was no way we could link a lead to an actual sale, now we can through the work of Redspire and our CRM.”
“It wasn’t purely dialogue about system functionality. It really was about how we can realise our corporate objectives in the short and long term.”
Find us on social: 
