CRM Strategy & Tools

From increasing customer loyalty, to streamlining time-wasting tasks, let our team design and implement a customized CRM strategy with the tools specifically needed for your team’s success.

How Can a CRM Strategy Help My Business?

When creating a CRM strategy, it’s important to remember what CRM stands for: customer relations management. A well-planned CRM strategy will ultimately make your customers happier, and in turn, your organization will be more successful.


Here’s how:


A smart CRM  strategy helps you treat your customers as individuals.
A CRM can assist you in getting to know more about your customers’ personal likes, interests, and needs. With the correct CRM strategy in place, you can often even start learning about prospects well before the first contact is ever made by observing things like responses to ads or social media.  Additionally, a well-managed Salesforce program makes it easy to note specific customer requirements or feedback, which can then be used to provide relevant, personalized consumer experiences. By using the customer data in your CRM, you can improve customer communications, marketing strategies, and product offerings so that they hit the right target at just the right time.


A well-crafted Salesforce strategy eliminates unnecessary time wasters for both you and your customers.
As a customer, having to repeat the same problem or question to different departments is downright frustrating. By keeping customer notes in Salesforce where every department can access past customer encounters Every customer touch point can be personalized by the different company departments as they access each customer’s profile, to respond to their specific needs and transactions accordingly.


A thoughtful CRM strategy helps you prioritize your customers. Not all customers have the same needs, or the same budgets. By keeping all customer-related data in an easily accessible location via the Salesforce Service Cloud, your team can better target specific products or services to the customers who are most likely to buy them.


A strong CRM strategy forecasts your customers’ needs.
You can track customers’ specific behaviors, like past sales, purchase cycles, and other buying patterns to help you anticipate their future needs. Knowing your customers’ buying patterns can also help in other areas, like marketing, merchandising, customer support, content and mobile readiness, and more.


A well-planned CRM strategy keeps your customers coming back.

Experts say that it costs at least five times as much to bring in a new customer as it does to retain a past customers. It’s much more cost effective to use a CRM helps you cross sell, up sell, and re-sell your current customers.


A strong CRM strategy strengthens customer relations.

In a business culture where one-on-one interactions are rapidly being replaced by automation, gaining customer loyalty through personal relationships is more challenging than ever before. However, a wise CRM strategy can make customers feel valued, even when many of their interactions are automated. And happy customers become repeat customers, giving more referrals to their network.

Let's Get Started!

Whether you’re thinking about investing in a Customer Relationship Management tool, or need to customize your current CRM (Salesforce, HubSpot, etc.), WhiteRock is here to help. Just click the button below and provide some basic information so we can get back to you with the most appropriate next steps.