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  • Writer's pictureCraig Kent

The perfect CRM strategy

The CRM Guru often gets asked what should go into a CRM strategy.


CRM covers all of the following...


👉 Slicing & Dice your database (segmentation)

👉 Clean your data to maximise delivery

👉 Only send emails to 'fully' opted-in customers

👉 Consider legitimate interest for non opt-ins

👉 Have a plan to opt-in anyone not subscribed

👉 Build a tactical campaign plan around your product / service

👉 Plan, scope, test & build meaningful bespoke customer journeys

👉 Use the tech tools / platforms that are right for your business

👉 Realise that transactional emails are part of your marketing / CX

👉 Set and report regularly on relevant KPIs

👉 Don't waste time on vanity metrics

👉 Test & optimise your emails so they engage & convert customers

👉 Cross sell / Upsell / Never over sell & engage

👉 Encourage referrals, UGC & reviews

👉 Look at supplementary channels - SMS, WhatsApp, DM etc

👉 Inform Customer Services of your campaigns

👉 Target by life stage - right message, right audience, right time

👉 Know your goals and work your way back

👉 Match your customers needs with company OKRs & objectives

💪 AND Never EVER stand still


No two CRM strategies are ever the same. Every company is different and objectives are never uniform. If CRM was easy everyone would be doing it well. Truth is, very few companies really get it right. How many companies are you signed up with that deliver emails to you at the right time with the right message? Very few I reckon.


As a company Founder, CMO, Email Marketer etc, I'm guessing you want to get it right - course you do.


Remember - The CRM Guru is here to help! 💥


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