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CRM Managers: 4 Resolutions in 2018!

It's the new year, and everyone is making resolutions to be a better version of themselves. As a CRM manager, you may be finding yourself looking for ways to improve your productivity as a marketing team, or seeking out useful ways to personally organize your life in order to destress and reach your potential at work.

This blog post focuses on you, the CRM manager, and four great resolutions that will get you started on the right foot this year, no matter where you are in your career and personal life.

1. It’s time to ask questions!

Whether you're asking your customers those questions you always wished you knew:

- Do they prefer texting or personal phone calls?

- What do they think about your latest marketing campaign?

- Do discount codes really make that big a difference?

Or Asking the c-suite questions you have been too shy to ask in the past:

- What is the long term vision for the marketing department?

- What did they really think of that last campaign?

- Where did your funding go?

- When are you getting that raise?

2018 should be the time that you allow yourself to get some answers!

ask questions

Asking questions is something we often avoid doing… either because we feel uncomfortable, or because we over complicate the process of discovering new information.

However, asking questions can make you more successful and more likeable. If you want to succeed this year and put your best foot forward, the first thing to do is fill in these knowledge gaps so that you have a clear picture of where you are, and where you would like to go.

At the very least, send out a NPS survey so that you can somewhat gauge where your customers are as you begin the new year.

myfox nps

MyFeelBack now enables you to integrate a NPS type of question directly in your email!

2. Build a trusted system

A CRM manager has a lot of different roles that vary from day to day, but the majority of the work is all about outreach and managing potential, as well as current customers. In other words, customer loyalty and retention is all on you.

This year, make the process easier by creating a system that you can follow on a day to day basis. The best way to do this is to write down all of the things that you need to accomplish in any given quarter, month, week, and day. Then, use your experience to write out a procedure for tackling all of the things you need to get done in a consistent, efficient way. 

Discover more : 10 statistics every CRM Manager needs to know

Planning out how you are going to tackle problems in a step by step way that can become a habit, will make even the most overwhelming job seem more manageable. This exercise can be used for your entire marketing team to help you all visualize a better process for getting things done in 2018.

3. Boost your "socializing" batteries up

Most of being a good CRM manager is being a great communicator with customers when things are stressful or frustrating. This is why making sure you take some time to recharge, before the new year starts is so important.

recharge yourself

Take some time for yourself, to be more productive after.

It’s hard enough to interact with angry customers or potential customers that are asking a million questions, even when you’re feeling full of energy. But it can be next to impossible if you’re burned out already, and dealing with various problems at work and home. If you’re coming back to work feeling more stressed than blessed, you could wreak havoc on your bottom line (See graphic below about the negative effects of bad customer service.).

Take some time to decompress by getting a massage, curling up with your favourite book or movie, or simply spending the day on your own without socializing too much. Whatever you need to do, to make sure you come into the office in 2018 feeling ready to communicate, reach out, and engage with new customers. 

bad customer service

4. Keep in touch with your customer on a daily

While you may have to tweak this rule to fit the specific company you work for, the general concept is the same: In order to be a successful CRM manager, you need to constantly be in touch with your customers.

Your customers are the essence of your job, and they will develop over the years. Changes in your customer base happen gradually, but they’re important and by staying in touch with your customers and communicating with them constantly, this will ensure that you always know who they are and what they want.


Don't dive too far into the database without taking a break, so that you actually have a human to human conversation with the people hiding behind the statistics. It will keep you feeling involved, and let your customers know you care at the same time.

Read more about why a CRM Manager needs to be on socia media.

It's time to lead by example! Follow these five tips to start of 2018 with a bang and encourage your team members to do the same. 

Remember to go easy on the new year's resolutions, making your goals manageable and measurable. Stick to this plan and your year is sure to be prosperous and full of new, meaningful interactions with customers both existing and new.


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