CRM Strategy & Implementation

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Architects e-commerce CRM strategies, identifies optimal software stacks, and designs lead lifecycle workflows to align marketing and sales teams.

This skill acts as a senior e-commerce strategist to help brands navigate the complexities of Customer Relationship Management. It prevents common pitfalls like over-investing in enterprise CRMs when simple stacks will suffice, while providing deep architectural guidance for brands with B2B or wholesale arms. By analyzing sales data, LTV, and customer segments, the skill helps you define your CRM archetype, design a single-customer view, establish rigorous lead scoring, and formalize the marketing-to-sales handoff process to ensure no revenue is left on the table.

Key Features

01Single-Customer View (SCV) data ownership and integration mapping
023 GitHub stars
03Formalized marketing-to-sales handoff contracts and SLAs
04Lifecycle stage definition with operational triggers for MQL and SQL
05Lead scoring frameworks based on behavioral and firmographic data
06CRM Archetype Selection (DTC, Wholesale, B2B-adjacent, or Enterprise)

Use Cases

01Resolving friction between marketing and sales by defining clear lead handoff and feedback loops
02Designing a lead scoring system for high-ticket or considered-purchase e-commerce items
03Deciding whether to implement HubSpot, Salesforce, or remain on a lean Klaviyo/Shopify stack