7 Steps to Improve your CRM Strategy

7 Steps to Improve your CRM Strategy

7 Steps to Improve your CRM Strategy

You’ve clicked on this article because you have a CRM system already in place but it’s just not performing as well as it should. Do not fret, Digital First are here to help. We’ll walk you through the seven steps to creating a CRM strategy for your business.

Before we get into things, we’ll go through what exactly CRM is. CRM stands for Customer Relationship Management and it is a way to manage all relationships related to your business. The most common use is in the form of a CRM system which enables:

  • Content sharing
  • Email integration with Outlook and Gmail
  • Sales forecasting
  • Dashboard-based analytics
  • Instant messaging

Other, more modern platforms, such as Salesforce, offer much more. Examples include: marketing tools, customer service and cloud-based ecosystems.

Now we’ve clarified what the system is, here are the seven steps for improving your CRM strategy:

1. Create Goals

Create short term and long-term goals that you want your business to achieve. These need to be realistic and measurable. This way you can monitor your progress and make changes if need be. 

2. Customers Come First

Your customers put money into your business and, without them, you wouldn’t be afloat. It is so important to focus on each customer as an individual; as they harbour different traits and buying patterns. Once these are identified, you are able to segment your accounts to increase overall metric-effectiveness.

3. Internal Communication

It is your staff that will determine whether your goals are met from this strategy. You must involve your employees in every step of the strategic process, as this will help them feel invested in the business and will benefit everyone involved.

4. Slow and Steady Wins the Race

You may feel pressured to keep up with your competition and remain ‘modern’ in your customers eyes. However, you must make changes gradually, so they can be fairly monitored and this will also give your team time to adapt. 

5. Track all Your Customers

Use your CRM to catalogue what kind of information your prospective customer shares from what is posted across all the social media channels. This will give you an edge in understanding what your customer wants, how they expect you to deliver on those wants, and what they are likely to want in the future.

6. Sync Everything

Make sure you are importing client-related appointments from your calendar, updating cancellations and other changes, and sending reminders when appropriate. Syncing everything together will help guarantee that you’re utilising your CRM to its full ability.

7. Analyse and Improve

Every business has its own unique challenges, and no CRM strategy will be without issues. You must accept this and be willing to revaluate your approach at any time. Knowing what is ineffective can often be nearly as valuable as knowing what is effective, so be grateful for every chance you must identify weaknesses in your system.


There you have it! Seven simple steps on structuring your CRM strategy - got to love some unplanned alliteration!! Digital First already have strategies in place and we are constantly improving. We hope this article helps you!


“How you gather, manage, and use information will determine whether you win or lose.”


Posted by Lucy Richards

Lucy is the Marketing Manager at Digital First, she focuses on social media management, content creation and branding. She previously worked in the investment banking industry for over two years, but decided to pursue her dreams of travel and marketing; and emigrated to Melbourne, Australia. She graduated from the Glasgow Caledonian University in 2014 with a Bachelors degree in Entertainment and Events Management.

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