productivity

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20 Jun: Getting the most from your CRM with Data Automation

Sales, Marketing, and Business Development teams use Customer Relationship Management (CRM) systems for driving sales, generating new business, and retaining existing clients.  Executives rely on the data in CRM to measure performance, track client satisfaction and keep a finger on the pulse of their core business.  In order for CRM systems to be truly useful, the data must be complete, accurate, and up-to-date. In addition, the intelligence stored in CRM must be available when and where users need it.

As discussed in a previous post, entering contact details and tracking activities such as meetings,  phone calls,  and emails can…