How to Create CRM Reports and Dashboards

How to Create CRM Reports and Dashboards One major draw to using a CRM is the amount of insight they can provide through reports and dashboards. Reports and dashboards allow you to track progress, make data-driven decisions, and forecast future performance. In this chapter, we’ll discuss commonly used reports and how dashboards can help your […]

How Different Teams Use a CRM

How Different Teams Use a CRM A key benefit of having one CRM system for your entire organization is that you can ensure department alignment while streamlining communication. The result? A better customer experience that encourages brand loyalty and long-lasting relationships. But every team uses CRMs differently. For example: Sales uses CRMs to manage their […]

Understanding Data Management in a CRM

Understanding Data Management in a CRM A CRM is a tool that helps you process and utilize all the information you need to reach your business goals. However, the CRM needs a way to understand and display the data for you. The data model within a CRM allows it to do this. As we discuss […]

How to Develop a CRM Implementation Plan

How to Develop a CRM Implementation Plan Before you start implementing a new CRM, it’s important to create a plan of action. Your implementation plan should include everything from your timeline to your design strategy to who will help test your CRM’s success. Our previous chapter touched on the key benefits of using a CRM. […]

The Beginner’s Guide to CRM

In the Beginner’s Guide to CRM, you’ll learn the basics of customer management systems. Discover how to manage relationships at scale with best practices.