Work Smarter Blog
Streamline Success with CRM & SaaS OBM

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! 🚀🔒

Custom HTML/CSS/JAVASCRIPT

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
blog author image

Mary Sue Dahill

Meet Mary Sue Dahill, founder and CEO of Work Smarter Digital, where she helps entrepreneurs and small business owners turn business chaos into streamlined success. With over 25 years of experience in tech startups and software management, she specializes in sales automation, client acquisition, and retention strategies. Through her Revenue Accelerator Program, Mary Sue helps businesses replace duct-tape systems with scalable, repeatable processes that drive growth. She is also the author of The Boutique Effect and the upcoming The Solopreneur’s Dilemma. Get ready for actionable insights and no-nonsense strategies!

Back to Blog

Office: Arlington, VA

Text: 703.337.3797