登录查看更多内容

What common pitfalls do you need to avoid when integrating your CRM system with marketing analytics?

由人工智能和领英社区提供技术支持

Integrating your CRM system with marketing analytics can boost your sales performance, customer satisfaction, and ROI. But it also comes with some challenges and risks that you need to avoid. In this article, we will discuss some of the common pitfalls that can derail your CRM and marketing analytics integration project and how to overcome them.

此文章中的业界达人

由社区从 11 条内容中精选。了解更多

Markus Grutzeck

Experte für CRM-Beratung und Kundenprozessoptimierung | über 25 Jahre Erfahrung | Unterstützung von KMUs bei der…

1 Data quality and compatibility

One of the main pitfalls of CRM and marketing analytics integration is poor data quality and compatibility. If your data sources are inconsistent, incomplete, inaccurate, or outdated, your integration will not deliver reliable insights and results. To avoid this pitfall, you need to audit your data sources, clean and standardize your data, and ensure that your CRM and marketing analytics platforms can communicate and exchange data seamlessly.

添加您的观点

??Leonardo Pineda Lombana ??

?? Tech Sales Leader | Channel & Partner Management | Cybersecurity & AI Business Growth ?? Latam Market Expansion | Strategic Alliances | Consultative Sales
举报内容
???? Ensuring that your data is accurate, complete, and compatible across systems is crucial for reliable analytics and insights. Remember, behind every data point is a story waiting to be told, so let's make sure it's a good one! ??

已翻译

赞

2 Data security and privacy

Another pitfall of CRM and marketing analytics integration is data security and privacy. You need to protect your data from unauthorized access, breaches, or leaks, as well as comply with relevant regulations and ethical standards. To avoid this pitfall, you need to implement robust data security measures, such as encryption, authentication, backup, and recovery, and follow data privacy best practices, such as consent, transparency, and data minimization.

添加您的观点

Markus Grutzeck

Experte für CRM-Beratung und Kundenprozessoptimierung | über 25 Jahre Erfahrung | Unterstützung von KMUs bei der effektiven CRM-Nutzung I ?? Mehr im Infoteil …
举报内容
Bei onpremise CRM-L?sungen sind Sie selbst für Datensicherung und Datenschutz verantwortlich. Es empfiehlt sich mindestens t?gliche eine Datensicherung vorzunehmen. Prüfen Sie bei Cloud-L?sungen wie h?ufig in Ihrem Abonnement Datensicherungen vorgenommen werden. Ich war erschüttert als ich bei einem CRM-Anbieter las, dass nur alle 14-Tage eine Datensicherung erfolgt. Jede weitere Datensicherung kostet extra! Ein automatisches ?nderungsprotokoll in der CRM-Software verfolgt, wer wann in welchem Feld welche Inhalte wie ge?ndert hat. So l?sst sich schnell nachverfolgen, wie Daten gepflegt und aktuell gehalten werden.

已翻译

赞
??Leonardo Pineda Lombana ??

?? Tech Sales Leader | Channel & Partner Management | Cybersecurity & AI Business Growth ?? Latam Market Expansion | Strategic Alliances | Consultative Sales
举报内容
????? Protecting customer data and ensuring compliance with regulations such as GDPR or CCPA is paramount to maintain trust and avoid legal issues. Let's treat data security and privacy as a sacred duty, safeguarding the trust of our customers every step of the way. ??

已翻译

赞

3 Data integration strategy and governance

A third pitfall of CRM and marketing analytics integration is lack of data integration strategy and governance. You need to have a clear vision and plan for your integration project, as well as a framework and process for managing your data integration activities and outcomes. To avoid this pitfall, you need to define your data integration goals, scope, roles, responsibilities, metrics, and feedback mechanisms, and monitor and evaluate your data integration performance and impact.

添加您的观点

Markus Grutzeck

Experte für CRM-Beratung und Kundenprozessoptimierung | über 25 Jahre Erfahrung | Unterstützung von KMUs bei der effektiven CRM-Nutzung I ?? Mehr im Infoteil …
举报内容
Statt individuelle Schnittstellen zu entwickeln, ist es effizienter eine Integrationsplatt, wie z.B. Syncler.com zu verwenden. Diese Systeme bieten zu vielen Applikationen bereits vordefinierte Connectoren, die Sie nur noch konfigurieren. - Welche Felder sind wie zu mappen? - Welche Ereignisse (Trigger) l?sen den Datentransfer aus? - Welche Transformationen sind notwendig? In Anwendung A ist das L?nderkennzeichen z.B. 2-stellig und in der Anwendung B 3-stellig.

已翻译

赞
??Leonardo Pineda Lombana ??

?? Tech Sales Leader | Channel & Partner Management | Cybersecurity & AI Business Growth ?? Latam Market Expansion | Strategic Alliances | Consultative Sales
举报内容
???? Developing a well-defined strategy and governance framework for data integration helps streamline processes and ensure consistency across the organization. Remember, a solid foundation ensures that our data house stands strong through any storm! ??

已翻译

赞

4 Data analysis and interpretation

A fourth pitfall of CRM and marketing analytics integration is poor data analysis and interpretation. You need to be able to analyze and interpret your data effectively and efficiently, and use it to inform your sales and marketing decisions and actions. To avoid this pitfall, you need to use appropriate data analysis tools and techniques, such as dashboards, reports, visualizations, and models, and apply critical thinking and business acumen to your data analysis and interpretation.

添加您的观点

Vander Julio Pedroso do Rosário

Sales Development Representative | Cloudfy
举报内容
é muito importante que, ao serem enviados, os dados precisar?o ser duplamente atualizados, porque, nem sempre podemos estabelecer uma base forte pensando nos leads que entram desatualizados em alguns momentos.

已翻译

赞
Markus Grutzeck

Experte für CRM-Beratung und Kundenprozessoptimierung | über 25 Jahre Erfahrung | Unterstützung von KMUs bei der effektiven CRM-Nutzung I ?? Mehr im Infoteil …
举报内容
Viele Unternehmen nutzen Künstliche Intelligenz (KI) oder Business Intelligence (BI) L?sungen, um die Daten zu analysieren. Sind die zugrunde liegende Daten veraltet, unvollst?ndig oder inkonsistent werden Berichte und Handlungsempfehlung fehlerhaft sein. Das ist eine gro?e Gefahr für falsche Unternehmensentscheidungen. Etablieren Sie deshalb ein Datenqualit?tsmanagement (DQM) System im Unternehmen. überwinden Sie die Daten- und Applikationsinseln mit einer Integrationsplattform.

已翻译

赞
??Leonardo Pineda Lombana ??

?? Tech Sales Leader | Channel & Partner Management | Cybersecurity & AI Business Growth ?? Latam Market Expansion | Strategic Alliances | Consultative Sales
举报内容
???? Effectively analyzing and interpreting data enables you to derive meaningful insights and make informed decisions to drive business growth. Let's put on our detective hats and dive deep into the data ocean, uncovering hidden treasures of knowledge! ????

已翻译

赞

5 Data alignment and collaboration

A fifth pitfall of CRM and marketing analytics integration is lack of data alignment and collaboration. You need to ensure that your data is aligned with your sales and marketing objectives and strategies, and that your sales and marketing teams are collaborating and communicating around your data. To avoid this pitfall, you need to establish common data definitions, standards, and protocols, and foster a data-driven culture and mindset among your sales and marketing staff.

添加您的观点

Markus Grutzeck

Experte für CRM-Beratung und Kundenprozessoptimierung | über 25 Jahre Erfahrung | Unterstützung von KMUs bei der effektiven CRM-Nutzung I ?? Mehr im Infoteil …
举报内容
Mein Traum ist eine Customer Happyness Abteilung statt den Silos Marketing, Vertrieb und Service ... Idealerweise deckt eine CRM-L?sung alle drei Bereiche ab. Zumindest sollten alle Abteilungen auf die gleichen Stammdaten zurückgreifen und darauf jeweils unterschiedliche Gesch?ftsprozesse abbilden. Viele CRM-L?sungen verfügen bereits über integrierte Kampagnenmanagement L?sungen für das Marketing oder Ticketing-Systeme für den Service. Aus Sicht des Kunden machen die traditionellen Abteilungssilos wenig Sinn.

已翻译

赞
??Leonardo Pineda Lombana ??

?? Tech Sales Leader | Channel & Partner Management | Cybersecurity & AI Business Growth ?? Latam Market Expansion | Strategic Alliances | Consultative Sales
举报内容
???? Aligning data initiatives with business objectives and fostering collaboration between teams, such as sales and marketing, enhances the effectiveness of data-driven strategies. Together, we're not just analyzing data; we're crafting stories of success! ??

已翻译

赞

6 Data innovation and optimization

A sixth pitfall of CRM and marketing analytics integration is lack of data innovation and optimization. You need to be able to leverage your data to create new value and opportunities for your sales and marketing operations, and to continuously improve and optimize your data integration processes and outcomes. To avoid this pitfall, you need to experiment with new data sources, methods, and solutions, and test and refine your data integration practices and results.

添加您的观点

??Leonardo Pineda Lombana ??

?? Tech Sales Leader | Channel & Partner Management | Cybersecurity & AI Business Growth ?? Latam Market Expansion | Strategic Alliances | Consultative Sales
举报内容
???? Continuously innovating and optimizing data processes and technologies allows organizations to stay ahead of the curve and extract maximum value from their data assets. Let's embrace the spirit of innovation, turning data challenges into opportunities for growth and excellence! ????

已翻译

赞

7 Here’s what else to consider

This is a space to share examples, stories, or insights that don’t fit into any of the previous sections. What else would you like to add?

添加您的观点

IT Sales

+ 关注

给文章评分

我们借助人工智能创建了此文章。您认为这篇文章怎么样？

很棒不太好

举报此文章

查看全部

What common pitfalls do you need to avoid when integrating your CRM system with marketing analytics?

1

2

3

4

5

6

7

1 Data quality and compatibility

2 Data security and privacy

3 Data integration strategy and governance

4 Data analysis and interpretation

5 Data alignment and collaboration

6 Data innovation and optimization

7 Here’s what else to consider

IT Sales

给文章评分

感谢您的反馈

更多IT Sales相关文章

更多相关阅读内容

What common pitfalls do you need to avoid when integrating your CRM system with marketing analytics?

1

2

3

4

5

6

7

1 Data quality and compatibility

2 Data security and privacy

3 Data integration strategy and governance

4 Data analysis and interpretation

5 Data alignment and collaboration

6 Data innovation and optimization

7 Here’s what else to consider

IT Sales

给文章评分

感谢您的反馈

查看其他技能