Let's Talk Growth

Retention / CRM

CRM strategy

Decide what your CRM must do before you configure it.

We define the objects, stages, data and processes your CRM should support, so it reflects how you actually sell and serve customers.

Build Your Growth SystemAll CRM services

What's included

  • Process and pipeline design
  • Data model and field strategy
  • Reporting requirements
  • Platform recommendations

What we measure

  • Pipeline accuracy
  • Data completeness
  • User adoption

Targets are agreed before work starts and reported against a documented baseline.

Where it fits in the system

CRM strategy is part of CRM, within Retention. It works best connected to the rest of your growth system.

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How we work

01

Conversation

We learn about the business and what you want to change.

02

Discovery

We look at the data, the stack and the journey to find where growth leaks.

03

Proposal

A scope with objectives, measures and a clear first phase.

04

Build and improve

We deliver, measure against the baseline and refine.

Related CRM services

→CRM implementation and optimization→Salesforce-related marketing technology→Customer lifecycle management

Insights

Go deeper

All articles →All resources →
Retention10 July 2026 · 3 min readYour CRM doesn't have a software problem. It has an adoption problem.Most CRMs underperform because people don't trust or use them. How to design a CRM your team relies on every day.Read article →ChecklistThe Growth System Audit40 checks across journey, acquisition, retention and technology40 checks · 30 minutesGet it free →ScorecardCRM Health ScorecardScore your CRM on data, adoption, process and integration25 checks · 20 minutesGet it free →

Ready to see your growth as one system?

Start with a conversation about where growth is leaking today.

Build Your Growth System