{"id":16599,"date":"2021-10-12T13:48:21","date_gmt":"2021-10-12T13:48:21","guid":{"rendered":"https:\/\/www.engagebay.com\/blog\/?p=16599"},"modified":"2025-12-29T08:53:11","modified_gmt":"2025-12-29T08:53:11","slug":"crm-strategy","status":"publish","type":"post","link":"https:\/\/www.engagebay.com\/blog\/crm-strategy\/","title":{"rendered":"6 Steps to Create Your CRM Strategy (+ How to Track It)"},"content":{"rendered":"<p><span style=\"font-weight: 400;\">Whether you run a small or mid-sized business, there\u2019s a set of people you must please &#8212; your customers. Bad customer experiences can sink a brand regardless of its size and revenue. So let me ask, \u201cDo you map out a decisive <\/span><b>Customer Relationship Management (<\/b><a href=\"https:\/\/www.engagebay.com\/blog\/crm-for-b2b\/\"><b>CRM<\/b><\/a><b>) <\/b><span style=\"font-weight: 400;\">plan that turns your prospects into first-time clients and then to repeat customers?<\/span><\/p>\n<p><span style=\"font-weight: 400;\">A page from history will help us appreciate why CRM is now more important than ever. In 2010, the U.S had <\/span><a href=\"https:\/\/templatelab.com\/small-business-administration-faq\/\"><span style=\"font-weight: 400;\">27.9 million<\/span><\/a><span style=\"font-weight: 400;\"> small businesses. Fast forward to 2021, and this number has risen to <\/span><a href=\"https:\/\/templatelab.com\/small-business-profiles-us\/\"><span style=\"font-weight: 400;\">31.7 million<\/span><\/a><span style=\"font-weight: 400;\">.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">That\u2019s a 13.62% increase in <\/span><a href=\"https:\/\/www.engagebay.com\/blog\/small-business-branding\/\"><span style=\"font-weight: 400;\">small businesses<\/span><\/a><span style=\"font-weight: 400;\">, which signals rapid development. But it also means customers are now picky because many companies are striving for their attention. And do innovative companies allow customers to slip by because of the competition? Of course not. They delight their customers at every touchpoint and make a good profit, enabling them to survive for many years. According to the U.S. <\/span><a href=\"https:\/\/www.bls.gov\/bdm\/us_age_naics_00_table7.txt\"><span style=\"font-weight: 400;\">Bureau of Labor Statistics<\/span><\/a><span style=\"font-weight: 400;\"> (BLS):<\/span><\/p>\n<ul>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">20% of new businesses fail during the first two years<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">45% fail within the first five years<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">25% of new companies make it to 15 years or more<\/span><\/li>\n<\/ul>\n<p><span style=\"font-weight: 400;\">You want to be among the 25%, and we know you can! <\/span>This is why you need a robust customer relationship management strategy for acquiring and retaining customers.<\/p>\n<p><span style=\"font-weight: 400;\">\r\n            <script>\r\n                var EhAPI = EhAPI || {}; \r\n                EhAPI.after_load = function() {\r\n                    EhAPI.set_account('ktb76s1540fl2hnhbqnrtd2npb', 'our');\r\n                    EhAPI.execute('rules');\r\n                };\r\n                (function(d, s, f) {\r\n                    var sc = document.createElement(s);\r\n                    sc.type = 'text\/javascript';\r\n                    sc.async = true;\r\n                    sc.src = f;\r\n                    var m = document.getElementsByTagName(s)[0];\r\n                    m.parentNode.insertBefore(sc, m);   \r\n                })(document, 'script', '\/\/d2p078bqz5urf7.cloudfront.net\/jsapi\/ehform.js');\r\n            <\/script>\r\n            <script>\r\n                function waitForEhForms() {\r\n                    const interval = 100; \/\/ Check every 100ms\r\n                    const checkAndLoad = () => {\r\n                        const params = new URLSearchParams(window.location.search);\r\n                        const elementorPreviewParam = params.get('elementor-preview');\r\n                        if (elementorPreviewParam && typeof EhForms !== 'undefined' && typeof EhForms.loadForms === 'function') {\r\n                            EhForms.loadForms();\r\n                            console.log('EhForms.loadForms() called successfully.');\r\n                        } else {\r\n                            setTimeout(checkAndLoad, interval);\r\n                        }\r\n                    };\r\n                    checkAndLoad();\r\n                }\r\n                \/\/ Call the function\r\n                waitForEhForms();\r\n            <\/script>\r\n        <div class='engage-hub-form-embed' id='eh_form_5161654467690496' data-id='5161654467690496'><\/div><\/span><\/p>\n<p><span style=\"font-weight: 400;\">In Sam Walton\u2019s words:<br \/>\n<\/span><\/p>\n<blockquote><p><span style=\"font-weight: 400;\">There\u2019s only one boss. The customers. And they can fire everybody in a company by spending their money somewhere else.<\/span><\/p><\/blockquote>\n<p><span style=\"font-weight: 400;\">This (and more) is precisely what an effective CRM strategy prevents &#8212; losing customers.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">In this post, you\u2019ll learn:<\/span><\/p>\n<ul>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">What a CRM strategy is<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Why a CRM strategy is important<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Pros and cons of implementing a CRM strategy<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">And how you can create an effective CRM strategy<\/span><\/li>\n<\/ul>\n<p><span style=\"font-weight: 400;\">Let\u2019s get started.<\/span><\/p>\n<p><span style=\"font-weight: 400;\"><div id=\"ez-toc-container\" class=\"ez-toc-v2_0_74 ez-toc-wrap-left counter-hierarchy ez-toc-counter ez-toc-grey ez-toc-container-direction\">\n<div class=\"ez-toc-title-container\">\n<p class=\"ez-toc-title\" style=\"cursor:inherit\">Table of Contents<\/p>\n<span class=\"ez-toc-title-toggle\"><\/span><\/div>\n<nav><ul class='ez-toc-list ez-toc-list-level-1 ' ><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-1\" href=\"https:\/\/www.engagebay.com\/blog\/crm-strategy\/#What_is_a_CRM_Strategy\" >What is a CRM Strategy?<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-2\" href=\"https:\/\/www.engagebay.com\/blog\/crm-strategy\/#Why_is_a_CRM_Strategy_Important\" >Why is a CRM Strategy Important?<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-3\" href=\"https:\/\/www.engagebay.com\/blog\/crm-strategy\/#Pros_and_Cons_of_Implementing_a_CRM_Strategy\" >Pros and Cons of Implementing a CRM Strategy<\/a><ul class='ez-toc-list-level-3' ><li class='ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-4\" href=\"https:\/\/www.engagebay.com\/blog\/crm-strategy\/#Pros_of_Implementing_a_CRM_Strategy\" >Pros of Implementing a CRM Strategy<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-5\" href=\"https:\/\/www.engagebay.com\/blog\/crm-strategy\/#Downsides_of_Not_Implementing_a_CRM_Strategy\" >Downsides of Not Implementing a CRM Strategy<\/a><\/li><\/ul><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-6\" href=\"https:\/\/www.engagebay.com\/blog\/crm-strategy\/#How_to_Create_an_Effective_CRM_Strategy\" >How to Create an Effective CRM Strategy<\/a><ul class='ez-toc-list-level-3' ><li class='ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-7\" href=\"https:\/\/www.engagebay.com\/blog\/crm-strategy\/#1_Start_with_Your_CRM_Goals\" >1. Start with Your CRM Goals<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-8\" href=\"https:\/\/www.engagebay.com\/blog\/crm-strategy\/#2_Identify_Your_Customer\" >2. Identify Your Customer<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-9\" href=\"https:\/\/www.engagebay.com\/blog\/crm-strategy\/#3_Map_Your_Customers_Journey\" >3. Map Your Customers\u2019 Journey<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-10\" href=\"https:\/\/www.engagebay.com\/blog\/crm-strategy\/#4_Use_a_Single_Source_of_Truth\" >4. Use a Single Source of Truth<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-11\" href=\"https:\/\/www.engagebay.com\/blog\/crm-strategy\/#5_Marketing_Automation\" >5. Marketing Automation<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-12\" href=\"https:\/\/www.engagebay.com\/blog\/crm-strategy\/#6_CRM_Training\" >6. CRM Training<\/a><\/li><\/ul><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-13\" href=\"https:\/\/www.engagebay.com\/blog\/crm-strategy\/#How_to_Track_the_Success_of_Your_CRM_Strategy\" >How to Track the Success of Your CRM Strategy<\/a><ul class='ez-toc-list-level-3' ><li class='ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-14\" href=\"https:\/\/www.engagebay.com\/blog\/crm-strategy\/#1_Length_of_the_sales_cycle\" >1. Length of the sales cycle<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-15\" href=\"https:\/\/www.engagebay.com\/blog\/crm-strategy\/#2_Customer_satisfaction\" >2. Customer satisfaction<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-16\" href=\"https:\/\/www.engagebay.com\/blog\/crm-strategy\/#3_Conversion_rate\" >3. Conversion rate&nbsp;<\/a><\/li><\/ul><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-17\" href=\"https:\/\/www.engagebay.com\/blog\/crm-strategy\/#Wrapping_Up\" >Wrapping Up<\/a><\/li><\/ul><\/nav><\/div>\n<\/span><\/p>\n<h2><span class=\"ez-toc-section\" id=\"What_is_a_CRM_Strategy\"><\/span><span style=\"font-weight: 400;\">What is a CRM Strategy?<\/span><span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p><b>A CRM strategy is an organization-wide plan that involves the adherence to <\/b><a href=\"https:\/\/www.engagebay.com\/blog\/crm-best-practices\/\"><b>CRM best practices<\/b><\/a><b> and the use of CRM software to boost your customer relationships.&nbsp;<\/b><\/p>\n<p><span style=\"font-weight: 400;\">Every CRM software has its pros and cons. Ours is <\/span><a href=\"https:\/\/www.engagebay.com\/\"><span style=\"font-weight: 400;\">EngageBay CRM<\/span><\/a><span style=\"font-weight: 400;\">. Others include <\/span><a href=\"https:\/\/www.engagebay.com\/hubspot-alternative\"><span style=\"font-weight: 400;\">HubSpot CRM<\/span><\/a><span style=\"font-weight: 400;\">, <\/span><a href=\"https:\/\/www.engagebay.com\/agilecrm-alternative\"><span style=\"font-weight: 400;\">Agile CRM<\/span><\/a><span style=\"font-weight: 400;\">, <\/span><a href=\"https:\/\/www.engagebay.com\/insightly-alternative\"><span style=\"font-weight: 400;\">Insightly<\/span><\/a><span style=\"font-weight: 400;\">, <\/span><a href=\"https:\/\/www.engagebay.com\/drip-alternative\"><span style=\"font-weight: 400;\">Drip<\/span><\/a><span style=\"font-weight: 400;\">, <\/span><a href=\"https:\/\/www.engagebay.com\/sharpspring-alternative\"><span style=\"font-weight: 400;\">SharpSpring<\/span><\/a><span style=\"font-weight: 400;\">, <\/span><a href=\"https:\/\/www.engagebay.com\/activecampaign-alternative\"><span style=\"font-weight: 400;\">ActiveCampaign<\/span><\/a><span style=\"font-weight: 400;\">, <\/span><a href=\"https:\/\/www.engagebay.com\/infusionsoft-alternative\"><span style=\"font-weight: 400;\">Keap<\/span><\/a><span style=\"font-weight: 400;\">, and a lot more.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Irrespective of the CRM software, they all perform a similar function. They gather customer insights from multiple channels, organize the data, and help you make accurate business decisions that impact your revenue growth.<\/span><\/p>\n<div class=\"ast-oembed-container \" style=\"height: 100%;\"><iframe title=\"Introduction to EngageBay | All-in-One CRM - Marketing, Sales &amp; Support Software\" width=\"500\" height=\"281\" src=\"https:\/\/www.youtube.com\/embed\/PZROe8peDsY?feature=oembed\" frameborder=\"0\" allow=\"accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture; web-share\" referrerpolicy=\"strict-origin-when-cross-origin\" allowfullscreen><\/iframe><\/div>\n<p>&nbsp;<\/p>\n<h2><span class=\"ez-toc-section\" id=\"Why_is_a_CRM_Strategy_Important\"><\/span><span style=\"font-weight: 400;\">Why is a CRM Strategy Important?<\/span><span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p><span style=\"font-weight: 400;\">It\u2019s important to <a href=\"https:\/\/www.itransition.com\/crm\/strategy\" target=\"_blank\" rel=\"noopener\" data-wpel-link=\"internal\">set up a CRM strategy<\/a> with clear objectives because it will help you understand how the CRM functions within your company, what tasks are required of those who use it daily, and what metrics you can use to measure CRM success.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Although a CRM strategy may require some time and money, implementing a CRM solution will help you understand your customers better and create more growth opportunities.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">You can quickly evaluate the acceptance and usefulness of CRM software by checking its historical usage data. According to <\/span><a href=\"https:\/\/www.statista.com\/statistics\/294537\/customer-relationship-management-crm-software-revenue-worldwid\/\"><span style=\"font-weight: 400;\">Statista<\/span><\/a><span style=\"font-weight: 400;\">, CRM software revenue has been growing year on year since 2010. Plus, <\/span><a href=\"https:\/\/www.grandviewresearch.com\/industry-analysis\/customer-relationship-management-crm-market\"><span style=\"font-weight: 400;\">Grand View Research<\/span><\/a><span style=\"font-weight: 400;\"> suggests that the global CRM market size will expand at a compound annual growth rate (CAGR) of 10.6% from 2021 to 2028.<\/span><\/p>\n<p><img decoding=\"async\" class=\"size-full wp-image-16602 aligncenter\" src=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2021\/10\/customer-relationship-management-software-revenue.png\" alt=\"customer relationship management software revenue\" width=\"512\" height=\"425\" srcset=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2021\/10\/customer-relationship-management-software-revenue.png 512w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2021\/10\/customer-relationship-management-software-revenue-300x249.png 300w\" sizes=\"(max-width: 512px) 100vw, 512px\" \/><\/p>\n<p><span style=\"font-weight: 400;\">These stats imply that businesses are increasingly adopting CRMs in their business operations. But why? That\u2019s a good question. And one answer is &#8211; they want to improve <\/span><a href=\"https:\/\/www.engagebay.com\/blog\/customer-retention-strategies\/\"><span style=\"font-weight: 400;\">customer retention<\/span><\/a><span style=\"font-weight: 400;\"> and brand loyalty.&nbsp;<\/span><\/p>\n<p><span style=\"font-weight: 400;\">With businesses innovating and creating new products, consumers are always looking for the next shiny product. When this happens, many consumers quickly throw their loyalty out the window. This increases customer churn rate. Luckily, using CRM software and developing an effective strategy helps.&nbsp;<\/span><\/p>\n<p><b>A CRM strategy aids you in identifying <\/b><a href=\"https:\/\/www.engagebay.com\/blog\/what-is-audience-segmentation\/\"><b>customer segments<\/b><\/a><b> that want to churn. This allows you to put your sales, marketing, and other customer-facing teams on top gear so that they win customers before you lose them.&nbsp;<\/b><\/p>\n<p><span style=\"font-weight: 400;\">Aside from lowering your customer churn rate, a CRM strategy has many other benefits.<\/span><\/p>\n<h2><span class=\"ez-toc-section\" id=\"Pros_and_Cons_of_Implementing_a_CRM_Strategy\"><\/span><span style=\"font-weight: 400;\">Pros and Cons of Implementing a CRM Strategy<\/span><span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p><span style=\"font-weight: 400;\">Implementing a company-wide CRM strategy has many advantages. And the downsides? There are none, except that failing to have CRM software and a strategy could negatively impact your business.<\/span><\/p>\n<h3><span class=\"ez-toc-section\" id=\"Pros_of_Implementing_a_CRM_Strategy\"><\/span><span style=\"font-weight: 400;\">Pros of Implementing a CRM Strategy<\/span><span class=\"ez-toc-section-end\"><\/span><\/h3>\n<ol>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">A CRM strategy keeps all customer interactions in one place. This enhances your customers\u2019 experience, makes the buying process easier, and enables <\/span><a href=\"https:\/\/www.engagebay.com\/blog\/email-sequence-personalization\/\"><span style=\"font-weight: 400;\">personalized<\/span><\/a><span style=\"font-weight: 400;\"> service for every client.<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Well-executed CRM strategies foster cooperation among customer-facing teams. If your marketing, sales, support, IT, and finance teams worked in isolation, your CRM strategy brings them together to achieve organizational goals.<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">CRMs eliminate plenty of manual efforts, allowing teams to use their time better. Can we now halt data entering into numerous excel sheets, writing on post-it notes, and so on? That\u2019s a yes!<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Adopted CRM strategies reduce delays in communicating with customers. Think live chat. Automated replies are a time-saver and give your brand a quality outlook.<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">CRM systems guide every decision that affects your customer, thanks to data.<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Using a CRM strategy gives you a clearer view of your <\/span><a href=\"https:\/\/www.engagebay.com\/blog\/what-is-a-sales-pipeline\/\"><span style=\"font-weight: 400;\">sales pipeline<\/span><\/a><span style=\"font-weight: 400;\"> and enables you to know the stage of customers in your <\/span><a href=\"https:\/\/www.engagebay.com\/blog\/marketing-funnels-basics\/\"><span style=\"font-weight: 400;\">marketing funnel<\/span><\/a><span style=\"font-weight: 400;\">.<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">CRM adoption improves your organization\u2019s ability to have better <\/span><a href=\"https:\/\/www.engagebay.com\/blog\/sales-forecasting-strategies\/\"><span style=\"font-weight: 400;\">sales forecasts<\/span><\/a><span style=\"font-weight: 400;\">.<\/span><\/li>\n<\/ol>\n<h3><span class=\"ez-toc-section\" id=\"Downsides_of_Not_Implementing_a_CRM_Strategy\"><\/span><span style=\"font-weight: 400;\">Downsides of Not Implementing a CRM Strategy<\/span><span class=\"ez-toc-section-end\"><\/span><\/h3>\n<ol>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Without a CRM strategy, businesses go through the hassle of manually managing customer data on excel sheets.<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">You could lose data that aren\u2019t entered into sheets. CRMs automate data entry.<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">You\u2019ll have to purchase multiple tools for live chat, email marketing, SMS, sales, and so on without a CRM. But <\/span><a href=\"https:\/\/www.engagebay.com\/crm\/best-crm-small-business\"><span style=\"font-weight: 400;\">CRMs like EngageBay<\/span><\/a><span style=\"font-weight: 400;\"> are an all-in-one marketing tool that reduces your operational cost.<\/span><\/li>\n<li style=\"font-weight: 400;\"><a href=\"https:\/\/www.engagebay.com\/blog\/sales-opportunities\/\"><span style=\"font-weight: 400;\">Deals<\/span><\/a><span style=\"font-weight: 400;\"> get lost easily without a CRM strategy. A post-it note doesn\u2019t cut it anymore.<\/span><\/li>\n<\/ol>\n<p><span style=\"font-weight: 400;\">Now that you know why a CRM strategy is essential, the next step is creating one that works for your organization.<\/span><\/p>\n<p><em>\ud83d\udc49Overcome CRM implementation challenges with our expert guide \u2013 <a href=\"https:\/\/www.engagebay.com\/blog\/challenges-of-crm-implementation\/\">explore the best strategies now<\/a>! \ud83c\udf1f<\/em><\/p>\n<h2><span class=\"ez-toc-section\" id=\"How_to_Create_an_Effective_CRM_Strategy\"><\/span><span style=\"font-weight: 400;\">How to Create an Effective CRM Strategy<\/span><span class=\"ez-toc-section-end\"><\/span><\/h2>\n<h3><span class=\"ez-toc-section\" id=\"1_Start_with_Your_CRM_Goals\"><\/span><span style=\"font-weight: 400;\">1. Start with Your CRM Goals<\/span><span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p><span style=\"font-weight: 400;\">Successful CRM strategies begin with clear goals. CRM goals not only impact company-wide CRM adoption but also make everyone committed to the CRM program.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">To set your CRM goals, you need to identify everything you want to accomplish in your organization. Some companies have many employees and revenue; others are regular brick-and-mortar businesses, and some run online-only operations. Whatever your category is, set your goals accordingly.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">An overarching goal of your CRM operation could be to reduce customer churn to 5%. This is admirable, but it isn\u2019t specific. You need to get granular and apply the SMART goals approach. The SMART goals approach helps you dig deep into the different departments in your organization and see how each helps realize your goals.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">For example, if the overall CRM objective is to cut customer churn to 5%, the teams you\u2019d need might include:<\/span><\/p>\n<ul>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">IT (for technical support issues)<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Finance (for customer billing issues)<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Sales (for follow-up on customers)<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Helpdesk (for support tickets)<\/span><\/li>\n<\/ul>\n<p><span style=\"font-weight: 400;\">Next up, you want to ensure that each team has a shared responsibility. How do you do that? You could use an NPS (Net Promoter Score) survey to get feedback on your IT, finance, and helpdesk teams\u2019 performance.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">By breaking your CRM goals into bits for every department, team members will grasp what you want and why they should act on your CRM KPIs. For instance, here\u2019s how the SMART approach could work in the NPS survey scenario:<\/span><span style=\"font-weight: 400;\"><br \/>\n<\/span><\/p>\n<table>\n<tbody>\n<tr>\n<td><b>Specific<\/b><span style=\"font-weight: 400;\"> &#8211; What we (the organization) want to achieve<\/span><\/td>\n<td><span style=\"font-weight: 400;\">We want to bring customer churn to about 5%<\/span><\/td>\n<\/tr>\n<tr>\n<td><b>Measurable <\/b><span style=\"font-weight: 400;\">(How we will assess our progress)<\/span><\/td>\n<td><span style=\"font-weight: 400;\">We\u2019ll use our CRM software to get NPS metrics based on our clients\u2019 attributes like location, industry, company size, business type, and revenue. These metrics enable us to know how well we satisfy every customer segment.<\/span><\/td>\n<\/tr>\n<tr>\n<td><b>Achievable <\/b><span style=\"font-weight: 400;\">(Proof that the CRM goal is realizable)<\/span><\/td>\n<td><span style=\"font-weight: 400;\">We did something similar some time ago. Plus, the average customer churn rate for our industry is 4%.&nbsp;<\/span><\/td>\n<\/tr>\n<tr>\n<td><b>Relevant<\/b><span style=\"font-weight: 400;\"> (How this goal improves the business)<\/span><\/td>\n<td><span style=\"font-weight: 400;\">Decreased customer churn gets us more brand evangelists, increases customer lifetime value, and strengthens <\/span><a href=\"https:\/\/www.engagebay.com\/blog\/customer-management-strategies\/\"><span style=\"font-weight: 400;\">customer loyalty<\/span><\/a><span style=\"font-weight: 400;\">.<\/span><\/td>\n<\/tr>\n<tr>\n<td><b>Time-bound<\/b><span style=\"font-weight: 400;\"> (When we want to achieve the goal and reevaluate our CRM strategy)<\/span><\/td>\n<td><span style=\"font-weight: 400;\">We aim to meet our goal at the end of Q3.<\/span><\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<p><span style=\"font-weight: 400;\">See how easy it is? Do this across every department of your <\/span><span style=\"font-weight: 400;\">business<\/span><span style=\"font-weight: 400;\">. This way, every team knows they have a role to play in your CRM success.<\/span><\/p>\n<h3><span class=\"ez-toc-section\" id=\"2_Identify_Your_Customer\"><\/span><span style=\"font-weight: 400;\">2. Identify Your Customer<\/span><span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p><span style=\"font-weight: 400;\">I\u2019ve never seen a plant grow from a rock. You can water the rock all day; still, nothing sprouts. It\u2019s the same with your customers. No matter how hard you try, some customer profiles will never be a fit for your business. So it\u2019s in your best interest to find and prune those that won\u2019t likely become clients. According to <\/span><span style=\"font-weight: 400;\">George Leopold<\/span><span style=\"font-weight: 400;\">, bad customer information costs businesses between 15%-25% of total revenue.&nbsp;<\/span><\/p>\n<p><span style=\"font-weight: 400;\">In his words: <\/span><\/p>\n<blockquote><p><b>The bigger the data, the better the chances much of it will be \u201cbad\u201d data.<\/b><\/p><\/blockquote>\n<p><span style=\"font-weight: 400;\">This is why a <a href=\"https:\/\/www.engagebay.com\/blog\/crm-data-cleaning-guide\/\">CRM data cleanup<\/a> is necessary. Aside from sanitizing your CRM solution of bad data, identifying your ideal customers ensures you send quality MQLs and SQLs to your sales team. And knowing these customers isn\u2019t hard. It depends on many factors, including your product and its price.&nbsp;<\/span><\/p>\n<p><span style=\"font-weight: 400;\">For instance, if your organization offers a B2B product with a deal size that\u2019s upward of $5,000, you\u2019d need to think hard about who you\u2019re targeting and how you target them.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">A simple way to clean such a CRM system is to filter unqualified leads by:<\/span><\/p>\n<ul>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Company size<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Number of employees&nbsp;<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Company location<\/span><\/li>\n<\/ul>\n<p><span style=\"font-weight: 400;\">What if your product or service isn\u2019t B2B or is priced for much less? All you\u2019d need is to figure out who your customers are using their demographic, behavioral, and psychographic data.<\/span><\/p>\n<table>\n<tbody>\n<tr>\n<td><span style=\"font-weight: 400;\">Demography<\/span><\/td>\n<td><span style=\"font-weight: 400;\">Age, sex, income, education level, job title, etc.<\/span><\/td>\n<\/tr>\n<tr>\n<td><span style=\"font-weight: 400;\">Behavior<\/span><\/td>\n<td><span style=\"font-weight: 400;\">Customer engagement,&nbsp; purchase history, product Usage, account age, etc.<\/span><\/td>\n<\/tr>\n<tr>\n<td><span style=\"font-weight: 400;\">Psychography<\/span><\/td>\n<td><span style=\"font-weight: 400;\">Lifestyle, goals, pains, values, habits, interests, etc.<\/span><\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<h3><span class=\"ez-toc-section\" id=\"3_Map_Your_Customers_Journey\"><\/span><span style=\"font-weight: 400;\">3. Map Your Customers\u2019 Journey<\/span><span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p><span style=\"font-weight: 400;\">Identifying your ideal customers is an excellent step. But outlining their different touchpoints before and after they become customers is even better. Doing this gives you a broad view of how customers interact with your brand during their engagement, acquisition, and post-engagement phases.&nbsp;<\/span><\/p>\n<p><span style=\"font-weight: 400;\">For instance, the LANCOME brand experience map shows how customers move from onlookers to brand advocates. Yours can get deeper. It depends on your business and the number of touchpoints you have.<\/span><\/p>\n<p>&nbsp;<\/p>\n<p><span style=\"font-weight: 400;\">During the engagement phase, you\u2019ll need to account for many variables like:<\/span><\/p>\n<ul>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">What do our customers need?<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">How do we educate prospects about our solution to their challenge?&nbsp;<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">How do we stir prospects to buy?&nbsp;<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">What are the objections of our ideal customer?&nbsp;<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">How tough is the competition?&nbsp;<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Does the competition do paid ads?<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Do we need to meet our prospects one-on-one?&nbsp;<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Is there any gap the competition isn\u2019t harnessing?&nbsp;<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Are my product pricing and quality competitive?<\/span><\/li>\n<\/ul>\n<p><span style=\"font-weight: 400;\">These are a few questions you need to ask. You also need to consider your number of customer segments. The more <\/span><a href=\"https:\/\/www.engagebay.com\/blog\/customer-profile\/\"><span style=\"font-weight: 400;\">customers profiles<\/span><\/a><span style=\"font-weight: 400;\"> you have, the more customer journey maps you\u2019d need.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Similarly, when you\u2019ve acquired your customers, you need to answer questions about the use of your product or service and how it makes their lives better. All of these individual actions work together in creating a memorable brand experience that improves customer loyalty.<\/span><\/p>\n<h3><span class=\"ez-toc-section\" id=\"4_Use_a_Single_Source_of_Truth\"><\/span><span style=\"font-weight: 400;\">4. Use a Single Source of Truth<\/span><span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p><span style=\"font-weight: 400;\">How do you manage your customer data? Excel sheets, outdated CRMs, post-its notes (and something else to insert here) are all time-consuming and inefficient. Moving all of your customer data to a cloud-based, unified CRM gets you a single source of truth that guides the <\/span><a href=\"https:\/\/www.engagebay.com\/blog\/customer-experience-strategy\/\"><span style=\"font-weight: 400;\">customer experience strategy<\/span><\/a><span style=\"font-weight: 400;\"> of your organization.&nbsp;<\/span><\/p>\n<p><span style=\"font-weight: 400;\">If you use an outdated CRM, you\u2019ll need to migrate your data to a better CRM. And it isn\u2019t hard. While you have to pay for migration services with some CRM solutions, at EngageBay,<\/span><b> our CRM migration service is free<\/b><span style=\"font-weight: 400;\">. You can wave goodbye to the stress of importing your existing automation, contacts, forms, templates, and more.&nbsp;<\/span><\/p>\n<p><span style=\"font-weight: 400;\">But before deciding to use a <a href=\"https:\/\/www.engagebay.com\/products\/crm\">CRM software<\/a> that guides your customers\u2019 experience, you need to be sure of the CRM\u2019s capabilities. An excellent CRM must be able to handle everything about your customer in one place.&nbsp;<\/span><\/p>\n<p><span style=\"font-weight: 400;\">The CRM should have <\/span><a href=\"https:\/\/www.engagebay.com\/crm\/social-crm\"><span style=\"font-weight: 400;\">social<\/span><\/a><span style=\"font-weight: 400;\">, <\/span><a href=\"https:\/\/www.engagebay.com\/crm\/call-center-crm\"><span style=\"font-weight: 400;\">communication<\/span><\/a><span style=\"font-weight: 400;\">, and mobile capabilities. It must also be <\/span><a href=\"https:\/\/www.engagebay.com\/crm\/simple-crm\"><span style=\"font-weight: 400;\">easy to use<\/span><\/a><span style=\"font-weight: 400;\">. These days, <\/span><a href=\"https:\/\/www.engagebay.com\/crm\/mobile-crm\"><span style=\"font-weight: 400;\">mobile CRM<\/span><\/a><span style=\"font-weight: 400;\"> accessibility is non-negotiable for sales teams. Sales reps need to access their prospect\u2019s data regardless of their location. This allows them to monitor deals easily.&nbsp;<\/span><\/p>\n<p><span style=\"font-weight: 400;\">To discover the potential of a CRM, you can check G2.com customer reviews and online forums. You can even find out what your competitors use in managing their customer relationships.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Alternatively, you can check out some of the CRM software reviews we wrote.&nbsp;<\/span><\/p>\n<p><b>Related Posts:<\/b><\/p>\n<ul>\n<li style=\"font-weight: 400;\"><a href=\"https:\/\/www.engagebay.com\/blog\/constantcontact-vs-mailchimp-vs-engagebay\/\"><span style=\"font-weight: 400;\">Constant Contact vs. Mailchimp vs. EngageBay: Which Tool Is Better?<\/span><\/a><\/li>\n<li style=\"font-weight: 400;\"><a href=\"https:\/\/www.engagebay.com\/blog\/aweber-vs-getresponse-vs-engagebay\/\"><span style=\"font-weight: 400;\">Aweber vs. Getresponse vs. EngageBay: Which MA Tool Is Best?<\/span><\/a><\/li>\n<li style=\"font-weight: 400;\"><a href=\"https:\/\/www.engagebay.com\/blog\/activecampaign-vs-hubspot-vs-engagebay\/\"><span style=\"font-weight: 400;\">ActiveCampaign vs. HubSpot vs. EngageBay \u2013 Which CRM Is Best?<\/span><\/a><\/li>\n<li style=\"font-weight: 400;\"><a href=\"https:\/\/www.engagebay.com\/blog\/activecampaign-vs-mailchimp-vs-engagebay\/\"><span style=\"font-weight: 400;\">ActiveCampaign vs. Mailchimp vs. EngageBay For Email Marketing<\/span><\/a><\/li>\n<li style=\"font-weight: 400;\"><a href=\"https:\/\/www.engagebay.com\/blog\/lifecycle-marketing-software\/\"><span style=\"font-weight: 400;\">5 Best Lifecycle Marketing Software: Pricing, Features Compared<\/span><\/a><\/li>\n<\/ul>\n<h3><span class=\"ez-toc-section\" id=\"5_Marketing_Automation\"><\/span><span style=\"font-weight: 400;\">5. Marketing Automation<\/span><span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p><span style=\"font-weight: 400;\">One of the core benefits of using a CRM system is the ability to automate repetitive tasks. <\/span><a href=\"https:\/\/www.hubspot.com\/marketing-statistics\"><span style=\"font-weight: 400;\">Statistics<\/span><\/a><span style=\"font-weight: 400;\"> show that automation is a huge driver of increased speed and efficiency of teams.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">For instance:&nbsp;<\/span><\/p>\n<ul>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">61% of overperforming leaders use their CRM solution for automating parts of their <\/span><a href=\"https:\/\/www.engagebay.com\/blog\/sales-process\/\"><span style=\"font-weight: 400;\">sales process<\/span><\/a><span style=\"font-weight: 400;\">.<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">20% of marketers automate their <\/span><a href=\"https:\/\/www.engagebay.com\/blog\/email-marketing-campaigns\/\"><span style=\"font-weight: 400;\">email marketing campaigns<\/span><\/a><span style=\"font-weight: 400;\">.<\/span><\/li>\n<li style=\"font-weight: 400;\"><a href=\"https:\/\/www.engagebay.com\/blog\/email-automation-examples\/\"><span style=\"font-weight: 400;\">Email automation<\/span><\/a><span style=\"font-weight: 400;\"> campaigns are among the top three tactics used by email marketers to improve performance.<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">And finally, 68% of businesses use automation in some way.<\/span><\/li>\n<\/ul>\n<p><span style=\"font-weight: 400;\">You can automate many processes in your CRM. A perfect example is follow-up emails by sales reps. You don\u2019t need to create these emails manually. Simply create an automated <a href=\"https:\/\/www.engagebay.com\/marketing\/email-sequences\">email sequence<\/a>. Once a prospect doesn\u2019t open, reply or take action in their first email, they\u2019ll receive the follow-up email. This significantly increases your sales reps\u2019 productivity and allows them to focus on closing deals in your sales pipeline.<\/span><\/p>\n<div class=\"ast-oembed-container \" style=\"height: 100%;\"><iframe title=\"What is Marketing Automation? (Examples + Best Practices) | EngageBay\" width=\"500\" height=\"281\" src=\"https:\/\/www.youtube.com\/embed\/Gottlkr1tag?feature=oembed\" frameborder=\"0\" allow=\"accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture; web-share\" referrerpolicy=\"strict-origin-when-cross-origin\" allowfullscreen><\/iframe><\/div>\n<p><span style=\"font-weight: 400;\">Another part of your sales process to automate is your customer inquiries via live chat. Customers regularly need technical support, billing support, and so on. Instead of replying to thousands of similar messages, get your customers\u2019 questions and create automated replies. The good news is, you can do this at zero cost with <\/span><a href=\"https:\/\/www.engagebay.com\/service\/free-live-chat-software\"><span style=\"font-weight: 400;\">free live chat software<\/span><\/a><span style=\"font-weight: 400;\">. All of this helps in reducing the response time to customer complaints, improves your customers\u2019 experience, and strengthens brand loyalty.<\/span><\/p>\n<h3><span class=\"ez-toc-section\" id=\"6_CRM_Training\"><\/span><span style=\"font-weight: 400;\">6. CRM Training<\/span><span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p><span style=\"font-weight: 400;\">One of the toughest <\/span><a href=\"https:\/\/www.engagebay.com\/blog\/challenges-of-crm-implementation\/\"><span style=\"font-weight: 400;\">challenges to CRM implementation<\/span><\/a><span style=\"font-weight: 400;\"> is getting your team to adopt the CRM. It\u2019s possible to create an excellent CRM strategy, outline your CRM goals, and purchase excellent CRM software. However, if your front-line team (sales, marketing, and customer support) fails to use the CRM, every effort becomes futile.&nbsp;<\/span><\/p>\n<p><span style=\"font-weight: 400;\">It\u2019s not uncommon for a sales team (or other teams) members to give an excuse like, \u201cI\u2019m not a tech person. This CRM won\u2019t work for me.\u201d This is a dicey situation, and the way out is to train your team one step at a time. Don\u2019t rush the process. Breaking down your CRM training into small bits gives your team enough time to absorb the information and act on it. You also need to train your team on the impact of using your CRM system. If they don\u2019t see how their CRM usage fits into organizational goals, chances are they won\u2019t use it.&nbsp;<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Another way of training your team to adopt the CRM is by getting your leadership team involved. Once your leadership executives use the CRM software to display growth forecast, explain some reports garnered from the CRM, it sends a clear message about the usefulness of the software. And this will largely improve the chances of your CRM success.<\/span><\/p>\n<p><a class=\"fasc-button fasc-size-medium fasc-type-flat fasc-rounded-medium fasc-ico-before dashicons-arrow-right-alt\" style=\"background-color: #33809e; color: #ffffff;\" target=\"_blank\" rel=\"noopener\" href=\"https:\/\/www.engagebay.com\/blog\/crm-implementation-guide\/\">Read more: CRM Implementation Guide with Exact Steps<\/a><\/p>\n<h2><span class=\"ez-toc-section\" id=\"How_to_Track_the_Success_of_Your_CRM_Strategy\"><\/span><span style=\"font-weight: 400;\">How to Track the Success of Your CRM Strategy<\/span><span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p><span style=\"font-weight: 400;\">The right CRM solution will help you easily evaluate the successes and failures of your CRM strategy. To do this, you need to monitor <\/span><span style=\"font-weight: 400;\">CRM metrics<\/span><span style=\"font-weight: 400;\"> or KPIs for every department of your customer-facing team. This helps prevent churn and informs you if your team is drifting away or getting closer to your overall CRM goal.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">So, what are some of the CRM KPIs you should track?<\/span><span style=\"font-weight: 400;\"><br \/>\n<\/span><\/p>\n<h3><span class=\"ez-toc-section\" id=\"1_Length_of_the_sales_cycle\"><\/span><span style=\"font-weight: 400;\">1. Length of the sales cycle<\/span><span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p><span style=\"font-weight: 400;\">The length of your sales cycle is the time it takes to move a lead from prospect to customer. Tracking this <a href=\"https:\/\/www.engagebay.com\/blog\/crm-metrics\/\">CRM metric<\/a> helps to improve the efficiency of your sales reps. If your sales team spends much time on leads, that indicates your sales pipeline needs attention. In this case, you should find the <a href=\"https:\/\/www.engagebay.com\/blog\/sales-pipeline-stages\/\">sales pipeline stage<\/a> causing the delay and figure out a way to optimize it.<\/span><\/p>\n<p><img decoding=\"async\" class=\"wp-image-9491 size-full aligncenter\" src=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2020\/07\/2-1.png\" alt=\"sales funnel vs sales pipeline\" width=\"789\" height=\"574\" srcset=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2020\/07\/2-1.png 789w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2020\/07\/2-1-300x218.png 300w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2020\/07\/2-1-768x559.png 768w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2020\/07\/2-1-595xh.png 595w\" sizes=\"(max-width: 789px) 100vw, 789px\" \/><\/p>\n<h3><span class=\"ez-toc-section\" id=\"2_Customer_satisfaction\"><\/span><span style=\"font-weight: 400;\">2. Customer satisfaction<\/span><span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p><span style=\"font-weight: 400;\">Customers have many reasons why they churn. Did they create a support ticket that took forever to get a response? Did they churn because of a product feature your competitor has? Did they churn because your product isn\u2019t competitive on price and quality? All of these are customer retention challenges. And the solution is to conduct NPS surveys frequently. Getting feedback from your customers whenever they contact your team helps you quickly identify lapses that could lead to churn.<\/span><\/p>\n<h3><span class=\"ez-toc-section\" id=\"3_Conversion_rate\"><\/span><span style=\"font-weight: 400;\">3. Conversion rate&nbsp;<\/span><span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p><span style=\"font-weight: 400;\">Your conversion rate helps you keep a tab on the company revenue. This metric directly reflects the general outlook of your business and hence tells you how popular it is getting (or not) among your target audience.<\/span><\/p>\n<h2><span class=\"ez-toc-section\" id=\"Wrapping_Up\"><\/span><span style=\"font-weight: 400;\">Wrapping Up<\/span><span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p><span style=\"font-weight: 400;\">Every quality CRM strategy puts the customer first. Why? Without customers, there\u2019s no business. And without business, your CRM software has no use. To get the full benefits of your CRM software, you need to take your customers\u2019 experience seriously. A quality customer experience is the vehicle that moves your organization to increased revenue.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">To recap, here are the steps for creating an effective CRM strategy:<\/span><\/p>\n<ul>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Start with your CRM goals<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Identify your customers<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Map your customers\u2019 journey<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Automate your marketing workflow to cut on repetitive tasks<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Train your team to make CRM software adoption easy<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Use CRM software instead of multiple excel sheets, post-it notes, etc.<\/span><\/li>\n<\/ul>\n<p><span style=\"font-weight: 400;\">Need CRM software? You can try EngageBay for free (forever). 30,000+ customers couldn\u2019t be wrong.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Want testimonials first? You can read plenty of <\/span><a href=\"https:\/\/sourceforge.net\/software\/product\/EngageBay\/\"><span style=\"font-weight: 400;\">user reviews here<\/span><\/a><span style=\"font-weight: 400;\">.<\/span><\/p>\n\r\n            <script>\r\n                var EhAPI = EhAPI || {}; \r\n                EhAPI.after_load = function() {\r\n                    EhAPI.set_account('ktb76s1540fl2hnhbqnrtd2npb', 'our');\r\n                    EhAPI.execute('rules');\r\n                };\r\n                (function(d, s, f) {\r\n                    var sc = document.createElement(s);\r\n                    sc.type = 'text\/javascript';\r\n                    sc.async = true;\r\n                    sc.src = f;\r\n                    var m = document.getElementsByTagName(s)[0];\r\n                    m.parentNode.insertBefore(sc, m);   \r\n                })(document, 'script', '\/\/d2p078bqz5urf7.cloudfront.net\/jsapi\/ehform.js');\r\n            <\/script>\r\n            <script>\r\n                function waitForEhForms() {\r\n                    const interval = 100; \/\/ Check every 100ms\r\n                    const checkAndLoad = () => {\r\n                        const params = new URLSearchParams(window.location.search);\r\n                        const elementorPreviewParam = params.get('elementor-preview');\r\n                        if (elementorPreviewParam && typeof EhForms !== 'undefined' && typeof EhForms.loadForms === 'function') {\r\n                            EhForms.loadForms();\r\n                            console.log('EhForms.loadForms() called successfully.');\r\n                        } else {\r\n                            setTimeout(checkAndLoad, interval);\r\n                        }\r\n                    };\r\n                    checkAndLoad();\r\n                }\r\n                \/\/ Call the function\r\n                waitForEhForms();\r\n            <\/script>\r\n        <div class='engage-hub-form-embed' id='eh_form_5161654467690496' data-id='5161654467690496'><\/div>\n","protected":false},"excerpt":{"rendered":"<p>Whether you run a small or mid-sized business, there\u2019s a set of people you must please &#8212; your customers. 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