SMART approach as explained earlier.
In addition, your CRM goals can be tied to the type of CRM you're using. Depending on what software you implemented, you may expect outcomes in slightly different areas.
For example, the operational CRM goals can be:
Increase sales rep productivity by 15% within 6 months. The cfo email lists goal could be measured by the number of calls made, emails sent, or deals closed per rep.
Reduce the sales cycle by 10% in the next year. Track the average time it takes to move leads through the sales pipeline.
Improve lead qualification rate by 20% in the next quarter. Ensure your CRM helps identify high-quality leads most likely to convert.
Improve customer service resolution rates by 10% by the end of the year. (Track the percentage of customer inquiries resolved on the first contact.)
If you're using analytical CRM, your goals could be:
Improve customer segmentation accuracy by 15% in the next quarter. Ensure your CRM effectively groups customers with similar characteristics for targeted marketing.
Identify upsell and cross-sell opportunities for 10% more customers within the next 6 months. Use customer data to personalize product recommendations.
Reduce customer churn rate by 5% by the end of the year. Identify at-risk customers and develop strategies to retain them.
The CRM goals you set for your business
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