The Move Methodology
The Missing Manual for CRM
A comprehensive guide of templates and frameworks to design an effective CRM strategy. Because CRM is about strategy, not just technology.
of CRM implementations don't meet expectations
The MOVE Methodology was created to change that, by putting strategy, people, and process before technology.
Most CRM implementations are perceived as a failure
The Book
The Move Methodology
If you're a leader, manager, CRM specialist, technical support, or have a role with a connection to your customers, this book is for you.
Providing a comprehensive guide for those wanting to design effective CRM strategies, the book is unique because it provides practical guidance for Marketing and CRM teams that is often missing from technical resources.
CRM is about strategy and the process of customer relationship management, not just technology.
The Framework
The Four Pillars of MOVE
Understand your customer journey from first contact to loyal advocate. Map the touchpoints, identify the gaps, and design the experience you want to deliver, before you configure a single field in your CRM.
CRM fails when nobody owns it. Ownership means defining who is accountable for data quality, process adoption, and outcomes across sales, marketing, and service, so your CRM stays a living tool, not a historical record.
What gets measured gets managed. Visibility is about building dashboards, reports, and alerts that surface the right information to the right people at the right time, so decisions are data-driven, not gut-driven.
Your CRM is never done. Evolution is the practice of reviewing, iterating, and improving your strategy as your business grows, your customers change, and your team learns what actually works.
Ready to Move Your Customer?
Get the templates and frameworks to start applying the MOVE Methodology in your business today.