Entirely North West


How North West businesses can keep their CRM on target this summer

Keith Irwen

KEITH IRWEN | Leviosa Director and Act CRM Specialist

How North West businesses can keep their CRM on target this summer

Just like England need a new strategy following the disappointment of the team’s early exist from the Euros, you need to have the best strategies in place for your business this summer to keep your fans happy.

At this time of year, clients may well be getting ready to switch their out of office on and hit the beach, but you should be thinking about how to best maintain customer relations during this quiet period to make sure business is still coming home.

Having the right kit

From the kick-off, it is important during your busy periods to be vigilant in collecting data so that when you have a quiet period, you can use the down time to look more in depth into your client’s needs and what actions you can take.

Remembering personal information, like when someone is going on holiday, and sending them well wishes for their break, lets your client know you care about them. Add notes to your database and then before you call or email, take a look at them so you're up to speed.

It could be that you send out a holiday themed email marketing, with a postcard template saying ‘enjoy your break’ or give them a pre-holiday offer not to be missed. It could also mean that you arrange a pre-holiday networking event and give away ice-cream.

Also, not forgetting with the digital age in full swing, clients do not disappear off the face of the earth when they jet off on a plane, CEO’s and MD’s are still looking at their phones pool side – so make sure you are one of the interesting emails they decide to open or a Facebook post they like and share – even when they are kicking back with a cocktail in hand.

"From the kick-off, it is important during your busy periods to be vigilant in collecting data so that when you do have down time you can to look more in depth into your clients needs and take action."
Keith Irwen

Maintain a strong line up

Use your down periods to update your website with new reviews and testimonials that you have collected during your high season of work. Use stories you have gathered to create email marketing, blog posts and social media updates. If your business also creates great visuals, share videos or photos of past work during the summer to keep you in mind at all times.

Make your clients feel special and keep your content up to date, at the same time, by profiling them on your website, or better still, ask customers to share tips, advice and strategies. You get content and both get a boost in marketing, along with giving your customer a feel good factor.

Keep your team upbeat

It could be disheartening for your sales team during the quiet periods but you should be giving them techniques and strategies to continue to maintain and develop the existing customers in your database, so they can start off on a good footing when the next high season starts. But the slower sales can also give them the opportunity to get out there and pitch for new business. Offer staff an incentive to become the ‘Man of the match’ if they manage to increase the database the most during the summer.

So, at the end of the day, what you need to do is use your summer time wisely and make the most of your CRM (Customer Relationship Management) system – so your communications don’t slip – I just wish the same could be said for the England team.

If you would like help in getting your CRM into the right positions get in touch with Leviosa here.


DISCLAIMER: The statements, opinions, views and advice expressed in this article are those of the author/organisation and not of ENTIRELY. This article should represent information correct at the time of publication however whilst every care has been taken to present up-to-date and accurate information, we cannot guarantee that inaccuracies will not occur. ENTIRELY will not be held responsible for any claim, loss, damage or inconvenience caused as a result of any information within this article or any information accessed through this site. The content of any organisations websites which you link to from ENTIRELY are entirely out of the control of ENTIRELY, and you proceed at your own risk. These links are provided purely for your convenience and do not imply any endorsement of or association with any products, services, content, information or materials offered by or accessible to you at the organisations site.

Get The Entirely Weekly Brief In Your Inbox


Keith Irwen

Leviosa Director and Act CRM Specialist

Keith uses thirty years' experience in the industry to work closely with customers to identify, grow and maintain their customer base. As a specialist and trainer in ACT CRM software solutions, Keith helps businesses to become more productive, efficient and profitable.

Red Cow Media

SEO Manchester

Red Cow Media are an award winning digital marketing agency based in the heart of Manchester. We specialise in SEO, PPC, Social Media, Retargeting and many other aspects of digital.

Kevin Feddy Media

Kevin Feddy Media provides high-quality public relations, copywriting and media training to businesses and organisations ranging from start-ups to long-established large corporates. The agency is based in Manchester and was founded in 2013 by the hugely-experienced and respected journalist Kevin Feddy, who spent more than 25 years working on daily newspapers.

Red Russian PR

Red Russian PR is a media relations company incorporating innovative and dynamic marketing strategies for an eclectic mix of highly creative individuals and companies. Our objective is to elevate company profiles to specific consumer demographics to create exposure and awareness through relevant media channels.

Roland Dransfield PR

Prolific North's Best Small PR Company of the Year 2013, Roland Dransfield PR is a dynamic, dedicated and creative PR company based in Manchester.


Got some News to share? Click here.