CRM vs CX: A Project Manager’s Guide

In the ever-evolving world of project management, understanding the difference between Customer Relationship Management (CRM) and Customer Experience (CX) is more important than ever. Both play crucial roles in building strong client relationships, yet they focus on different aspects of how we interact with our customers. As a project manager, knowing the ins and outs of the CRM vs CX symbiosis can make all the difference in your projects and your team’s success.

Think of CRM as your behind-the-scenes assistant, organizing all your interactions with current and potential customers. It keeps track of every detail, helping your team follow up on leads, close deals, and maintain strong communication. CRM is all about efficiency and data-driven insights that make managing relationships smoother and more effective.

On the flip side, CX is like the front-of-house experience in a high-end restaurant. It’s about the entire journey a customer has with your brand, from the first impression to post-purchase support. CX focuses on making every interaction seamless and positive, building a loyal customer base through exceptional experiences.

In this article, we will explain what CRM and CX are, as well as their relationship to customer service. Also, we will suggest practical tips on how to enhance customer value in your business.

What Are CRM and CX?

CRM is like a magic wand for managing leads and customers effectively.

Not only does it help businesses manage customer relationships, it goes beyond the boundaries of email inboxes and personal notes, uniting people, processes, and tools to create incredible, personalized customer interactions.

By keeping all customer information in one place, CRM becomes a tool for the entire organization, not just a few individuals. This transparency gives the sales, marketing, and customer service teams a clear view of their customers, ensuring consistent and reliable responses across the board.

On the other hand, CX is all about putting on your customer’s shoes and seeing your brand through their eyes. This way, you better understand their needs and wants, not just forcing your ideas onto them. 

CX is more than just tools; it’s a mindset and a way of doing business.

When you have a solid CX strategy in place, you can create a customer experience that’s tailor-made for your clients. You know what they need, how they want to be treated, and what makes them tick.

CRM vs CX: Key Differences

CRM vs CX_ Key Differences

Traditional CRM and the newer CX strategy have some similarities, but they rely on different technologies. CRM focuses on tracking and analyzing customer interactions and data over time, helping customer support teams manage inquiries and resolve product issues.

On the other hand, CX is all about how customers feel after interacting with a company or product. This is gathered through tools like surveys, comment cards, mystery shopping, social media, and customer service interactions. While customer service teams use CRM software, their focus with CX is on ensuring a positive overall experience rather than just handling product-related issues.

Big CRM providers like Salesforce, Oracle, Microsoft, and SAP are enhancing their systems to support CX strategies. Some are even rebranding their products to highlight a CX-first approach.

However, if your company website is built on WordPress, your best choice is a WordPress CRM plugin implemented in your dashboard – like our very own WP-CRM! This way, you can manage your client base while working on your website, all from the same place.

When combined, CRM and CX offer a complete view of the customer relationship, helping businesses provide the best possible experience. This means engaging with customers across all platforms, including social media, chat, websites, video chats, SMS, and traditional phone and email channels. Additionally, businesses can use reputation management tools to monitor social media for customer opinions on their products and brands, ensuring they stay on top of customer feedback and sentiment.

What About Customer Service (CS)?

Customer service is the backbone of any business. It’s the point where CRM vs CX come together, allowing customer interactions to be personalized, efficient, and positive. By leveraging customer data and insights provided by CRM, as well as utilizing the principles of CX, customer service teams can provide an outstanding customer experience. This comprehensive approach leads to long-term customer loyalty and satisfaction, which ultimately contribute to the success and growth of the business.

How To Achieve A Customer Centric Business

What Is Customer Centricity?

Customer centricity is a business strategy centered on prioritizing customers to create positive experiences and build long-term relationships. By integrating CRM, businesses gain a comprehensive view of their customers, allowing for personalized and effective interactions. This approach utilizes customer data to understand buying behaviors, identify opportunities, and segment customers by value.

Research shows that customer-centric companies are significantly more profitable. For instance, those with customer-focused leadership outperform competitors by 64%. Moreover, 90% of companies compete based solely on customer experience, highlighting its importance.

Transitioning to a customer-centric organization involves a significant shift in culture and structure. Companies must view customer service as a value center, which can lead to substantial revenue growth. The rise of social media has also reshaped customer interactions, making it essential for companies to maintain a positive presence online, as negative experiences can quickly lead to customer attrition.

However, many companies struggle with customer-centricity due to fragmented customer data and misaligned cultures. True customer-centricity starts by focusing on customer needs and preferences, designing the business from their perspective.

What Are the Steps to a Customer-Centric Business?

Steps to Becoming a Customer-Centric Business

To achieve customer-centricity, best practices include hiring for customer success, prioritizing relationships over numbers, centralizing customer data, aligning company culture with customer outcomes, and defining a clear customer experience strategy.

Measuring success involves monitoring metrics like churn rate, Net Promoter Score (NPS), and customer lifetime value (CLV). Reducing churn, improving customer satisfaction, and understanding the long-term value of customers are crucial for sustaining a customer-centric approach.


Understanding the distinction between CRM vs CX is vital for project managers. Integrating these strategies allows for personalized customer experiences across all touchpoints. Embracing CRM and CX principles, alongside a relentless commitment to customer-centricity, empowers businesses to thrive in an era where exceptional customer experiences reign supreme.

Marketing Team