How to establish a good CRM strategy?

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Now that you know what CRM is and what it can do for your business, it’s time to establish a strategy around it.

These are the steps to follow:

Define your business objectives ( B2B lead generation , improving customer loyalty, optimizing conversion rate, promoting upsells, etc.)
Choose the right tool
Integrate your solution into existing teams and processes
Collect and analyze the results
Repeat
Useful tip

You can connect your CRM to lead nurturing or sales automation tools, such as LaGrowthMachine.

With a workflow like this, you can automatically generate new B2B leads, track their accounting directors email list performance, and exponentially improve your sales.

How to choose the right CRM?
Let's see what criteria you should take into account when choosing a CRM solution:

Price: Price is often the first criterion to consider when choosing a CRM . But be careful, it is not always the most important thing!
Features Offered: Make sure the CRM you choose offers the features you need.
Ease of use: The CRM you choose should be easy to use, otherwise your team will never use it.
These are the three main criteria you need to consider, and we discuss them in more detail in our article “How to choose the right CRM for your business.”

Once you've considered these criteria, you're ready to choose which CRM features are right for your business!

We've put together a list of the best CRMs on the market, including both free and paid solutions.