CRM Strategy Template

Unlock the full potential of your CRM software with a comprehensive strategy. Create a plan for success today!
Or import into an existing account
CRM Strategy Template

What is a CRM Strategy?

A CRM strategy is a plan that outlines how a company will use customer relationship management (CRM) software to support their overall business goals. It should include specific objectives and actionable steps to help the company achieve those objectives. The strategy should also address how the company will use the CRM software to improve customer experience and maximize the value of their data. With a clear, actionable plan in place, companies can ensure that their CRM software is used effectively and efficiently.

What's included in this CRM Strategy template?


  • 3 focus areas
  • 6 objectives
  • 6 projects
  • 6 KPIs

Each focus area has its own objectives, projects, and KPIs to ensure that the strategy is comprehensive and effective.


Who is the CRM Strategy template for?

The CRM Strategy template is designed for sales, marketing, and customer success teams of all sizes and industries. It provides a comprehensive yet straightforward approach to planning and executing a successful CRM strategy. The template simplifies the process of creating a strategy, allowing teams to focus on the essential details that will drive their CRM strategy forward.

1. Define clear examples of your focus areas

Focus areas are the primary goals that the CRM strategy should address. It is important to ensure that the focus areas are clearly defined and related to the company’s overall objectives. Examples of focus areas could include implementing new CRM software, enhancing existing CRM software, and optimizing CRM software.

2. Think about the objectives that could fall under that focus area

Objectives are the specific goals that should be achieved within each focus area. They should be measurable and actionable, and should be designed to help the company reach their broader objectives. Examples of objectives could include introducing CRM software, increasing CRM software usage, and improving data accuracy.

3. Set measurable targets (KPIs) to tackle the objective

KPIs (key performance indicators) are measurable targets that can be used to track the progress of a particular objective. They should be realistic and achievable, and should be specific to the objectives they are designed to measure. Examples of KPIs could include user adoption rate, usage rate, and data accuracy rate.

4. Implement related projects to achieve the KPIs

Projects (or actions) are the steps that should be taken to achieve the KPIs. They should be specific and achievable, and should be designed to help the company reach their broader objectives. Examples of projects could include developing a training plan, establishing usage goals, and launching a data accuracy campaign.

5. Utilize Cascade Strategy Execution Platform to see faster results from your strategy

The Cascade Strategy Execution Platform is a powerful tool that helps companies maximize the value of their CRM software. It enables teams to streamline their processes, identify and implement successful plans to meet customer service standards. By utilizing Cascade, teams can quickly and easily create and implement their strategy.

Getting started with your
CRM Strategy Template
only takes 20 seconds.
Or import into an existing account