The Essential Guide to CRM

Customers decide your fate. The right CRM solution can help you deliver great and lasting relationships. Here’s what to look for.

If you’re satisfied with the status quo, read no further. This guide is not for you.

However, if you have an appetite for shaking things up and trying new approaches to old challenges, you’ll want to keep reading. Why? Because this guide will inspire you to take a fresh look at ways to supercharge your sales and marketing teams — and your business — by transforming your Customer Relationship Management (CRM).

It’s no secret that digital transformation is disrupting the way businesses interact with their customers. The upside is that these disruptions provide new opportunities to rethink time-worn processes.

What’s the secret? No secret, really, just connecting the dots — and the data. By linking disparate sources of data across the business, you can get a clear and comprehensive view of customer activities.

The insights you gain from this view will help everyone from salespeople to call-center reps deliver consistently great experiences with every customer interaction.

The foundational tool for superior customer experience is your CRM system. The challenge, historically, is that the people who stand to benefit most from CRM either can’t or won’t use it,
because traditional CRM systems can be overly complex and very user unfriendly. But modern CRM has come a long way — and it’s time to take a fresh look at what it can do for your business. The  best CRM solutions are easy to use, yet comprehensive in scope — turning every employee into a customer expert by putting the right information at their fingertips, often before they even ask for it.

For this guide, we have spoken with top industry experts and forward-thinking business leaders to capture their insights about the challenges of traditional CRM deployments and the keys to a successful implementation. We’ve included the questions to ask when evaluating solutions and some tips for getting started on the path to modern, game-changing CRM.

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