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?