What is a CRM consultant and why do you need one?

It’s no secret that a CRM system is essential if your business is going to get ahead in 2023 and beyond.

However, according to research by Gartner, around 50-70% of CRM projects result in losses – and when you’ve spent so much time and money implementing a CRM system, the last thing you want is for your CRM project to fail.

But rest assured that help is at hand. If you want to deliver effective marketing campaigns, drive business growth, and increase return on investment, a CRM consultant can work together with you to ensure that you are getting the most out of your CRM.

So, read on to find out what a CRM consultant is and why you need one for your business…

What is a CRM consultant?

CRM consultants essentially do exactly what it says on the tin – they are experts in CRM strategy and can help you to take control of your CRM to ensure that it is working hard for you and that you get the most out of it.

When you partner with a specialist CRM consultancy such as Edit, they will help you to create a powerful CRM strategy that utilises your data to ensure you reach your customers in the right way, at the right time. The result? Award-winning campaigns, increased sales, and unbeatable customer experiences.

Ready to find out how? Let’s dive in!

4 reasons you need a CRM consultant

1. They’ll help you take control of your data

When it comes to creating a powerful CRM strategy, it all starts with data. If you’re going to get the most out of your CRM system, you need to use your data to inform your decisions.

Whether you’re tracking customer satisfaction, are using data science to plan for the future, or are analysing your previous campaigns to understand what has been successful and why, your CRM strategy begins with data.

However, 75% of marketers say that a lack of education and training on data and analytics is one of the biggest setbacks for making data-driven decisions – and that’s exactly where a specialist CRM consultant will be able to help.

When you enlist the services of a CRM consultant, they will help you to audit and cleanse your data. What’s more, they will also ensure that you store it in a safe, efficient way, giving you real-time access to relevant and accurate information so you can create marketing campaigns that are as effective as possible.

2. They’ll put a strategy in place

Once your data is in order, it’s time to get to work by creating a CRM strategy to help you to build lasting relationships with your customers, improve customer loyalty and retention, and ultimately increase profits.

But as with everything in life, not all CRM strategies are created equal. So, if you are going to develop a successful CRM strategy that enables you to get the most out of your CRM system, you need to create a data-led, bespoke CRM strategy that suits your specific business needs.

A good CRM strategy should empower you to identify the wants and needs of your customers so that you can nurture and manage your relationships, exceed customer expectations, and improve the customer experience.

A CRM consultant will help you to create a bespoke strategy that is unique to your business and its needs. Basically, if you want to achieve better sales, deliver dream experiences, and get you the results you need, a CRM consultant will help you to build a strong strategy from the ground up.

3. They’ll help you create compelling campaigns

If you feel that your marketing campaigns are missing the mark, a CRM consultant will also be able to help you craft compelling campaigns that inspire your customers and ensure you stand out from the competition.

If you want your campaigns to cut through the noise, you need to make them as personal as possible and ensure that you send the right messages, to the right people, at the right time – and a CRM consultant will work with you to create, manage, and deliver incredible campaigns.

How do they do it? Well, for starters, they will use information such as customers’ purchasing history and marketing preferences to craft tailored messages that answer their questions and meet their needs.

By looking at your data, they will help you to discover where your customers are in the sales cycle and determine what kind of messaging they need and when they need it, so you can personalise your campaigns and provide an exceptional experience at all touchpoints and across all channels.

And that’s not all: when you enlist the help of a CRM consultant, they will not only help you to create compelling campaigns, but they will also work alongside you to guide your projects to completion and ensure they are delivered in a timely and efficient manner.

4. They’ll constantly find ways to improve

When you work with a CRM consultant, the work doesn’t stop once your campaigns have been sent. They will also track the performance of your campaigns along the way, monitoring and assessing engagement levels so they can determine exactly what has resonated with your clients the most.

By tracking the performance of your campaigns and using metrics identified in your initial CRM strategy such as customer satisfaction, customer retention, and customer churn, you can also check back against your initial goals to monitor your progress and see what has worked and what hasn’t.

This not only enables you to prove the value of your campaigns, but also provides you with an in-depth insight into what your customers respond to, helping you to create, schedule, and publish value-added content and replicate the most successful campaigns for the future

Plus, by identifying areas for improvement, your CRM consultant will work together with you to hone your CRM strategy over time, adapting and evolving as your business and customers grow and change.

Are you ready to maximise your CRM’s potential?

Here at Edit, our expert team strip it all back and use data to drive our approach so that we can create CRM strategies that truly work for you. This audience-first approach means that we will work together with you to ensure you reach your customers in the right way, at the right time.

Sound good? Contact us today to find out more about transformational CRM and how we can partner with you to create bespoke CRM strategies that really work.

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