Your CRM strategy

How would you describe your CRM strategy?

Have you written it down?

Could you summarize it in a sentence or two?

If you can't articulate it, are you sure it exists?

Here are some things that a strong CRM strategy will identify:

• The audience you want to reach.

• The specific reasons you want to reach them.

• The progression through which you plan to take them, from first contact to the highest level of engagement.

• Your organization’s short-term and long-term goals, and how reaching your audience will help you achieve those goals.

• How your outreach plan will play to your organization's strengths and bolster your weaknesses.

Here’s the thing:

You'll notice I didn't say anything about software, events, mass mailings, or websites.

Those are just tools.

And CRM is not about tools.

It's about relationships.

All the best,
A.