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5 Most Powerful CRM Strategies

5 Most Powerful CRM Strategies

February 20, 20242 min read

Dive into our 5-part series where we spill the secrets to supercharging your CRM investment, promising an incredible 200% return. Stay tuned for more strategies that'll skyrocket your business to success—because, as the series boldly claims, the fortune is indeed in the follow-up! 🚀🔒


Episode 5: New Client Onboarding - The Unseen Hero

Discover the game-changing strategy of New Client Onboarding. Emphasizing the importance of a well-orchestrated onboarding process, the focus is on automating communications and tasks through your CRM, ensuring a smooth transition, and creating a stellar first impression. From setting the stage for success to personalized welcomes and milestone celebrations, your CRM transforms onboarding into a memorable journey.

Episode 4: Personalization - The Magic of Hyper-Personalization

In a world obsessed with automation, learn the 10x impact of hyper-personalization. Uncover the art of adding personal touchpoints that aren't entirely automated. Your CRM becomes the orchestrator, helping you connect on personal milestones, tailor communication for impact, build genuine relationships, and seize opportunities for upselling and cross-selling.

Episode 3: Simple Sales Tracking - Cultivating Excellence in Sales

Learn how CRM transforms sales by streamlining processes, providing real-time insights, enabling personalized interactions, and fostering accountability. The impact? Increased efficiency, higher conversion rates, and a culture of excellence in sales.

Episode 2: Fortune is in the Follow-Up - The Art of Not Being Forgotten

Unveil the often overlooked strategy of follow-up. Overcome common fears and distractions with a systematic approach. Your CRM, with a simple follow-up system, automates notifications, ensuring timely and personalized interactions, making follow-up a differentiator.

Episode 1: Fierce Focus on Lead Generation - The Foundation of Success

Well, I’ve seen countless clients that don’t do enough intentional lead generation or follow what I call “boomerang” philosophy. The boomerang philosophy is believing by sharing your knowledge and education, you will see a boomerang of clients into your sales funnel.

Unfortunately, this means many business owners spend way too much time creating content and not enough on lead generation.

Lead generation is “the process of gaining the interest of potential customers to increase future sales.” This must be your #1 focus as a business owner.

crmcustomer relationships managementpower of crmcrm roicrm strategieslead generationclient onboardingsales trackingfollow up
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Mary Sue Dahill

Mary Sue Dahill is an Automation Expert, Hot Mess Tamer and author of The Boutique Effect. She helps ambitious entrepreneurs eliminate the overload from marketing gimmicks and too much technology that creates work and doesn’t convert. Mary Sue recalls the constant barrage of must-do marketing tactics to grow your list, get more leads, and convert more clients that never seemed to work. They were hugely time intensive and weren’t successful without a significant ad spend. After trying and failing at the complicated marketing tactics, Mary Sue said enough was enough! She stopped the insanity by shifting her approach from quick fixes and dreams of passive income to focusing on building real relationships. She has had much more success with this approach, feels far less salesy, and now teaches her strategies to her clients. With 20 years of technology management background, Mary Sue helps entrepreneurs build relationships in an authentic way without working nights and weekends because she helps them work smarter with technology. Mary Sue offers an all-in-one CRM solution and teaches her boutique methods to her clients to quickly go from scrambling for clients to a pipeline full of higher paying clients. Mary Sue is a proud mom of two college students and totally obsessed with her two mini dachshunds.

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