Contact us: 0203 319 5273  |  sales@wedocrm.co

Top Strategies for Hiring CRM Experts with WeDoCRM

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Here at WeDoCRM, we know that hiring the right CRM expert can make all the difference in how businesses enhance customer relationships, increase productivity and drive growth.

With the CRM industry forecasted to grow $57 billion in size in 2025 – it is important to find the right person/people who understand the technical aspects of CRM platforms and the art of customer relationship management. The challenge is finding the perfect candidate who has both the technical expertise but also the strategic insight to optimise your CRM platform. 

Rather than navigating this complex hiring process alone, let WeDoCRM handle it for you. Our dedicated talent sourcing services connect you with top-tier CRM professionals who are ready to hit the ground running, saving you time and ensuring a seamless integration into your business.

So, if you are on the hunt for the perfect CRM expert, WeDoCRM is here to help. Our Insourced CRM Consultants service connects you with top-tier professionals who excel in both the technical and strategic aspects of CRM. We ensure your business not only manages relationships smoothly but also grows in the right direction, with the right talent by your side. Here are our top strategies to help you build an unstoppable CRM team.

Understand What CRM Expertise Your Business Needs

Before diving into our talent sourcing process process, take a good look at your business needs. There are different ways of being a CRM expert, some specialise in implementation, integration, campaign management or even the more technical aspects. 

  • Are you looking for someone to set up your CRM from scratch?
  • Do you need help optimising existing workflows?
  • Are you focused on data analysis and reporting?

Getting a clear picture of your CRM needs is key to finding the perfect job role and attracting the right candidates. 

Let us Handle the Job Advert for you

Instead of worrying about posting a standard job advert for a CRM manager, let WeDoCRM handle it for you. We customise the job description to reflect the exact skills and responsibilities your business requires. This ensures we attract the perfect candidates for your team, making the hiring process smoother and quicker, while you focus on your business.

We Prioritise Industry-Specific Experience

While CRM platforms can be universal, industry experience is often the game-changer. At WeDoCRM, we source candidates with the right experience for your sector. For example, if you’re a B2B tech company, we ensure the CRM expert we place with you has experience working in similar industries, ensuring they understand your specific challenges and customer journey. This tailored approach guarantees a better fit and more effective CRM solutions for your business.

We’ve also seen the value in hiring CRM experts who have deep knowledge of industry-specific best practices. It makes all the difference in how they’ll implement strategies that truly resonate with your customer base. For example, we are tech agnostic, and it is important to us to have experts who are familiar with CRM platforms such as Salesforce and HubSpot, to ESP platforms such as iterable and Customer.io.

We Check Technical Proficiency with Your Preferred CRM System

Whether you’re using Salesforce, HubSpot, or a smaller CRM platform, it’s critical that your new hire knows the system inside and out. The last thing you want is to bring on someone who has to spend months learning the software.

We look for certifications and hands-on experience with your CRM of choice. If they’re a Salesforce Certified Professional or HubSpot Accredited, that’s a strong indicator they can hit the ground running.

We Assess Their Problem-Solving and Customisation Skills

Every business is different, which means your CRM will need to be tailored to fit your specific workflows, sales processes, and customer needs. A great CRM expert should not only know how to use the software but also how to customise it. We ensure that the professionals we source aren’t just skilled in CRM software but also adapt to tailoring your specific requirements. For example: During our vetting process, we evaluate candidates based on how they’ve handled previous CRM challenges and developed custom solutions. This guarantees that the experts we provide can think on their feet and make your business more efficient.

We Evaluate Communication and Training Skills

Your CRM expert is likely to be working across multiple departments such as marketing, sales, and customer service and will need to translate complex data into actionable insights. Their ability to communicate well and train your staff on how to best use the CRM is key. 

  • Can they explain complicated CRM features in simple terms?
  • Are they patient and approachable when teaching your team how to use the software?

During our screening process, we assess each candidate’s ability to explain intricate CRM features in simple terms and gauge their patience and communication style when teaching staff how to maximise the system’s potential. 

Cultural Fit Matters

Even the most technically skilled CRM experts won’t thrive if they’re not a cultural fit for your business. Make sure their values align with your company’s and that they can work well with your team. They should be just as excited about your company’s mission as they are about CRM software. If you are looking for some inspiration on company values, you can take a look at our mission statement here.

Partner with WeDoCRM

If the hiring process feels overwhelming or time-consuming, WeDoCRM is here to simplify it for you. We specialise in sourcing expert CRM professionals who can seamlessly integrate into your team and provide immediate value, from system setup to ongoing management and training. Our pool of CRM experts is ready to optimise your customer relationship management processes, ensuring your business operates efficiently and achieves its growth goals—all without the hassle of traditional hiring.

By partnering with us, you gain access to a dedicated team of CRM specialists without the hassle of recruiting or managing them in-house. Whether you need short-term project support or long-term CRM strategy, we’ve got you covered.

How WeDoCRM Can Help You with Hiring

Introducing WeDoCRM’s Insourced CRM Consultants – Hire a talented CRM Consultant through WeDoCRM temporarily and get powerful support from our respected global agency as well. It’s the best of both worlds.

Get in touch with us today and browse our pre-vetted talent pool. GoHenry and Bulb Energy are just some of the brands that hired a WeDoCRM Consultant to fill temporary vacancies due to maternity leave and unexpected long-term illness.

How it works:

  • Register your interest in hiring a WeDoCRM Consultant
  • Initial call with WeDoCRM to understand what level of CRM professional you need
  • WeDoCRM’s talent team will put forward 3-5 candidates to you from The CRM Network
  • We’ll support you during your interview process
  • WeDoCRM will then offer your chosen consultant a fixed-term contract of employment based on how long you need them for
  • An agency agreement and fee will be submitted and signed off

What’s better than hiring a great CRM professional temporarily? Hiring an incredible one that comes with a global CRM agency behind them. Find out more about our powerful alternative to traditional hiring here.

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WeDoCRM is a specialist CRM agency. We work with companies and brands of all sizes, supporting them with a wide range of CRM and Marketing services.

Tel: 0203 319 5273
Email: sales@wedocrm.co