A CRM Strategy determines how a company plans to generate leads, acquire, retain, and establish quality customer relationships. Getting CRM software is the first step; having a plan is the second and primary step for business growth.

CRM strategies focus on the “how.” It highlights the underlining plan on how you intend to increase sales and grow your business using CRM software. Often, most CRM failures are mainly due to a lack of strategy, not software issues.

Complementing CRM software with a great CRM strategy for B2B is what breeds success. We’ll be looking at 5 Underrated CRM strategies below.


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