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Eithan Benero
Outbound B2B : Je vous partage les stratégies de l’élite US, pour rendre vos deals prévisibles
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July 15, 2024
A fashion company needed a new CRM. CEO's friend suggested merging 3 existing CRMs into Monday. I said no. Here's why: We make decisions with the future in mind. Here's my 3-step CRM strategy process: 1/ Map current and future needs - List essential functions (emails, calendar, automations, etc.) - Define industry-specific requirements - Anticipate needs for the next 18 to 36 months 👉 Create a forward-looking needs blueprint 2/ Evaluate with scalability in mind - Research CRM companies that innovate constantly - Build a feature comparison matrix - Assess long-term integration capabilities 👉 Find a CRM that scales with your ambitions 3/ Setup for growth - Design scalable workflows - Set up essential automations - Create a 2-year feature adoption roadmap 👉 Make your CRM future-proof You need a CRM that grows with you. But you can't because your approach is short-sighted. Let's chat for better results. PS: We chose Attio for its simplicity and API. PPS: Reduced manual tasks by 25%. Want the same?
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July 15, 2024