Category

CRM

Category

Customer Data is basically any kind of information that organizations collect and keep track of about their customers. Capturing customer data, keeping it organized and updated is a huge part of the Customer Data Management strategy. The primary reason for this — data is the king.

When you’re starting a business, Excel is an ideal solution to organize all the customer details, orders, invoices, along with the other information that you need to keep track of. However, as your business grows, working with 200, 800, and 1,000 clients this way becomes barely manageable. Let alone the fact that you will need to let your sales and marketing team access it to make changes and use this data efficiently for their activities.…

Gmail is one of the world’s most popular web-based email services used for both personal purposes and business. In the latter case, Gmail acts as corporate mail service and therefore contains numerous contacts and correspondence with customers and partners. At the same time, all this information is fundamental to the work of CRM systems. In order to make the use of customer data as convenient as possible, companies are increasingly choosing the systems with Gmail…

It all starts with a single thought: what if the CRM we use is not as efficient as we hoped? And it’s no surprise as, according to the data collected over the past decade, up to 60% of CRM projects fail to meet expectations. There may be many reasons to migrate CRM data to a new system: lack of customization and scalability, unclear UI, limited analysis tools, etc. But the bottom line is that the…

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