Do You Need To Sharpen Your CRM Strategy?

Pull in more leads with a blueprint to plan, launch and scale sales

The Ultimate Guide to CRM Strategy

➤ Optimise operations, business systems and resourcing.

➤ Reduce risk with data and automate with tech.

➤ AI, automation and cyber threats.

➤ Manage emergent risks and innovate.

➤ BONUS: 30 insurance insight reports .

➤ A complete blueprint to build CRM messages that convert

➤ The 8 steps to building a robust CRM strategy

➤ 9 proven hacks to re-engage dormant prospects

➤ A comprehensive guide to vendor selection and tooling recommendations

Sign up now to get your copy via email


By submitting your email you consent to receiving occasional emails (see privacy policy)

What's inside?


50% of businesses fail to use CRM effectively

A study by Finances Online reports that 50% of businesses are failing to fully leverage CRM in their sales initiatives.

With the dizzying array of CRM solutions available in the market (over 500 at the last count!), it is easy for business leaders to get distracted by the bells and whistles of the tech, forgetting to build the foundational strategy that underpins the effectiveness of their CRM programme.

The Ultimate Guide to CRM Strategy is a comprehensive blueprint to help you plan, launch and optimise your CRM programmes and accelerate sales performance.

Our Client Heritage


What will I take away from the guide?


40

Pages of actionable CRM strategy and advice. No fluff.

14

Critical factors that effect email opens, clicks and replies

4

Reasons why CRM fails and how to avoid them.

20

Actionable tactics for CRM scripts that book more meetings

Testimonials


“Really great to work with - transformed our ways of working which have been a real factor in the company's long term growth. The team helped us transform our digital operations with marketing automation, analytics and a long term digital strategy. The team are diligent, focused and devoted to their client's objectives.”

Jay Mitchell

Director

1883 Magazine

“Instrumental in outlining, building and delivering our digital strategy. Immensely talented and knowledgeable in the area of growth marketing, marketing automation and all things digital”

Tom Evans

Founder

Bleepbleeps

“James assisted Hawes & Curtis with our digital & e-commerce strategy. During our time working with the team, we were delighted with the professional can do attitude and would recommend working with them in the future.”

Hannah Dwyer

CRM & Loyalty Manager

Hawes & Curtis

The Ultimate Guide to CRM Strategy

➤ Optimise operations, business systems and resourcing.

➤ Reduce risk with data and automate with tech.

➤ AI, automation and cyber threats.

➤ Manage emergent risks and innovate.

➤ BONUS: 30 insurance insight reports .

➤ A complete blueprint to build CRM messages that convert

➤ The 8 steps to building a robust CRM strategy

➤ 9 proven hacks to re-engage dormant prospects

➤ A comprehensive guide to vendor selection and tooling recommendations

Sign up now to get your copy via email


By submitting your email you consent to receiving occasional emails (see privacy policy)