20 Mar 2023

5 tips for developing an effective CRM strategy

️ Blog
10 min. reading time

An effective CRM strategy is important for companies that want to manage and optimize their customer relationships. But, where do you start? To help you on your way to a suitable CRM strategy for your company, you will find some tips on how to set up a strategy in this blog.

What is a CRM Strategy?

Before you start you need to know what a CRM strategy is and how you will use a CRM system. This is often different for small and medium-sized companies than for large companies. Therefore, first think about your vision and objectives. This ultimately gives direction to your strategy. It also helps to determine which tools and software solutions are the best choice against the costs involved. 

Anyway, the goal of a CRM strategy is often all about collecting (customer) data to optimize your processes. With this data, your company, from customer service to sales and marketing, can better serve your customers. 

Set measurable objectives and KPIs

The first step is to set up measurable objectives and Key Performance Indicators (KPIs for short). Depending on where you focus, these objectives can vary considerably. Think of improving customer satisfaction, customer retention, sales or profitability. Tip: make these goals concrete. It is then easier to measure whether you are on the right track and to make timely adjustments when necessary. 

Who are your customers?

Think about what your ideal customer looks like. It is up to you whether you want to create a detailed customer profile or a global overview of who you want to approach. Make sure you collect at least enough data to know where your customers are (online). Only then will you be able to understand and reach your customers in the right way. 

Understand customer needs and wants

Understanding customer needs and wants in different parts of the customer journey is an important step in building an effective CRM strategy. People's wants and needs change as they move through the customer journey. 

This insight can be achieved through market research, surveys and analyzing customer data. Immediately determine which customers are the most valuable and focus your strategy on developing relationships with those customers. 

Tools and processes

Customer Relationship Management always starts with managing your customer data and data. The system you choose should contribute to your objectives and therefore plays an important role in your strategy. With the right tools, you can often solve problems such as inaccurate data or poor overview in your data quite easily. Research what you need and find a tool that fits. This can range from a simple spreadsheet to advanced software solutions that integrate with other business systems.

Only then can you optimize your processes. For example, you can better serve your customers by setting up a workflow or you can get started with a plan to communicate more specifically.


With the strategy on paper, it's time to take action. Set up activities and action points for each department or staff member and analyze the results afterwards. 

Make sure in advance that everyone has received the right training. After all, a new CRM system is not only new for you, but also for your team. In addition to training, also explain the importance of this system. If there is enough capacity, it may be wise to appoint someone as a CRM expert. This way, your company can always go to a central person for answers or explanation if you have any questions. Make sure that this person has the time to acquire the necessary knowledge and experience. Are you looking for more tips on how to make a CRM implementation run smoothly? With these 7 tips, your CRM implementation will be a guaranteed success

Monitor and evaluate

No matter how good your strategy looks on paper, always keep monitoring and evaluating whether your strategy is effective and whether it achieves your objectives. Sometimes the results lag behind due to changes in the market, but the objectives in your organization can also change. Constantly check whether your strategy, vision and objectives are still aligned. This way you can make timely adjustments where necessary so that you can continue to manage your customer base effectively. 

An effective CRM strategy can help to increase customer satisfaction, increase customer loyalty, boost sales and improve the company's profitability.

Thinking about developing a CRM strategy or implementing a CRM system? Then it may be smart to call in a specialist agency to help you. Social Brothers has a lot of experience with Online marketing, marketing automation, design en HubSpot – of course data driven. 

Do you want advice about or help with your online marketing? Social Brothers will help you! Contact us via the module at the bottom of this page or visit our Contact page

PatrickContent Marketer[email protected]

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