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There are many different ways to build a CRM strategy for your business. While a small business might have trouble keeping up with a large database, a large enterprise may need to automate processes across several business divisions. Whatever the case, a CRM strategy should be customized to meet the unique challenges of each business. Segmenting contacts and customers into distinct groups helps the sales team reach out to the right people across multiple channels, collect feedback, and send personalized messages that will appeal to the right audience.

In addition to leveraging a CRM system to manage customer information, it can also help your sales team improve their customer experience by fostering loyalty. A rewards program, or loyalty scheme, can encourage repeat business and provide upsell opportunities. BigContacts is a great example. The software allows businesses to display upcoming birthdays, previous interactions, and personal details about their customers. By capturing customer details, businesses can send personalized offers to those who have shown interest in their product.

When building a CRM system, make sure that you allow employees to maintain relationships and control processes. While some employees will opt to use spreadsheets instead of CRM software, you can make sure that your sales team can use the same information to make better decisions. As an additional benefit, you can add data capture forms to your website to grow your lead lists more quickly. CRM systems can also help you manage and analyze customer relationships. This information is valuable for your sales team and can help them make better decisions.