2. Define the objectives of the strategy
Posted: Thu Feb 20, 2025 5:24 am
After mapping the scenario, the next step is to define the objectives.
What are you looking for with CRM?
Increase profitability?
Improve lead scoring?
Increase customer loyalty?
Reduce customer acquisition cost (CAC)?
To guide the strategy, objectives must be broken down into goals , as they establish the number or percentage that must be reached and a deadline for this.
For example: decrease CAC by 15% over the next 6 months.
After the objectives, it is also necessary to define the key performance indicators (KPIs), which serve to demonstrate whether, at the end of the period, you have achieved your objectives or not.
3. Define the team and those responsible
In the strategy planning stage, the team that will be involved must also be defined.
Your entire team will likely be involved in CRM in one way or another. For this reason, it is important to define the responsibilities of each of them, especially those who will be directly involved in implementing the strategy.
This is also necessary to set access levels to the CRM tool at the execution stage.
4. Choose a CRM tool
The choice of CRM tool should also be part of your uk mobile database planning. After all, implementing the strategy depends on it.
There are several options on the market, whether free or paid. Therefore, it is necessary to take into account the aspects of the previous steps: deeply understand your business and define objectives, needs and budget .
Understand what the tool needs to have in order to be useful to your company. The important points are:
integrations with other tools ;
personalization;
data storage capacity;
reporting;
accessibility.
Additionally, it also investigates the reliability and quality of the provider's service.
What are you looking for with CRM?
Increase profitability?
Improve lead scoring?
Increase customer loyalty?
Reduce customer acquisition cost (CAC)?
To guide the strategy, objectives must be broken down into goals , as they establish the number or percentage that must be reached and a deadline for this.
For example: decrease CAC by 15% over the next 6 months.
After the objectives, it is also necessary to define the key performance indicators (KPIs), which serve to demonstrate whether, at the end of the period, you have achieved your objectives or not.
3. Define the team and those responsible
In the strategy planning stage, the team that will be involved must also be defined.
Your entire team will likely be involved in CRM in one way or another. For this reason, it is important to define the responsibilities of each of them, especially those who will be directly involved in implementing the strategy.
This is also necessary to set access levels to the CRM tool at the execution stage.
4. Choose a CRM tool
The choice of CRM tool should also be part of your uk mobile database planning. After all, implementing the strategy depends on it.
There are several options on the market, whether free or paid. Therefore, it is necessary to take into account the aspects of the previous steps: deeply understand your business and define objectives, needs and budget .
Understand what the tool needs to have in order to be useful to your company. The important points are:
integrations with other tools ;
personalization;
data storage capacity;
reporting;
accessibility.
Additionally, it also investigates the reliability and quality of the provider's service.