Here are 50 prompts for CRM Strategy incorporating the elements of business, persona, USP and challenges:
What are the top 3 goals you want to achieve with your CRM strategy for <your business>? How will these help you better serve <persona> and highlight your <USP>?
Describe the key characteristics, needs and pain points of <persona> that your CRM strategy for <your business> should address. How can you tailor your messaging and offerings to resonate with them?
What are the biggest <challenges> you anticipate in implementing a CRM system for <your business>? How do you plan to overcome these to ensure a successful rollout and adoption?
How can you leverage your <USP> in your CRM strategy to differentiate <your business> from competitors and attract more customers that match <persona>?
What specific features and capabilities do you need in a CRM system to effectively manage relationships with <persona> and deliver on your <USP> for <your business>?
Outline the customer journey for <persona> when interacting with <your business>. What touchpoints and interactions should your CRM strategy prioritise to provide a seamless experience that highlights your <USP>?
How will you measure the success and ROI of your CRM strategy for <your business>? Define 3-5 key metrics that tie to your goals for serving <persona> and reinforcing your <USP>.
What data and insights do you need to capture in your CRM system to deeply understand <persona> and continuously improve how <your business> meets their needs and delivers your <USP>?
How can your CRM strategy help <your business> proactively identify and address potential issues or concerns for <persona> before they escalate into bigger <challenges>?
What processes and workflows will you implement in your CRM system to streamline and optimise how <your business> interacts with <persona> across marketing, sales and service?
Describe your vision for how your CRM strategy will transform <your business> in the next 1-3 years. How will it evolve your relationships with <persona> and sharpen your <USP>?
What are the most important things your CRM strategy must get right from the start to earn the trust and loyalty of <persona> as you work to overcome <challenges> and establish your <USP>?
How will you ensure data quality and integrity in your CRM system to provide <your business> with an accurate, up-to-date view of <persona> and track progress against your <USP>?
What training and support will you provide to get your team up to speed on your new CRM strategy and enable them to effectively communicate your <USP> to <persona>?
How can your CRM strategy enable <your business> to identify high-value opportunities to upsell or cross-sell additional offerings that complement your <USP> and better serve <persona>?
What integrations and connections will you set up between your CRM system and other key tools to maximise efficiency and ensure <your business> has a 360 view of <persona>?
How will you segment and prioritise different groups within <persona> in your CRM strategy? What criteria will you use to tailor engagement and highlight your <USP>?
What self-service and automation capabilities can you implement in your CRM system to empower <persona> and free up time for <your business> to focus on higher-impact activities?