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How do you keep your CRM examples current?

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Keeping your CRM examples current is essential for demonstrating the value and impact of your CRM strategy to your prospects, customers, and stakeholders. CRM examples are real-life stories that showcase how you use CRM tools and processes to achieve your business goals, solve customer problems, and create positive experiences. But how do you ensure that your CRM examples are relevant, fresh, and compelling? Here are some tips to help you update and improve your CRM examples.

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Vatsla Issar

Turning Churns into Cheers
Akshat Kumar

Strategy & Marketing at Narayana Health || BW Marketing 30 under 30
Romeo Mann

I help B2B folks get more from their Marketing, Sales & CX Teams with Revenue Operations as a Service // Executive MBA…

1 Review your CRM goals

Before you start looking for new CRM examples, you need to review your CRM goals and align them with your overall business objectives. What are you trying to achieve with your CRM strategy? How do you measure your success? What are the key performance indicators (KPIs) that matter to you and your audience? By clarifying your CRM goals, you can focus on finding and presenting CRM examples that support them and highlight your value proposition.

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Vatsla Issar

Turning Churns into Cheers
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Consider the perspectives of different departments – sales, marketing, customer service. Understand their unique requirements, an effective CRM should cater to diverse needs seamlessly. Establish measurable metrics to gauge CRM performance. These could include customer retention rates, sales growth percentages, response times, or customer engagement levels. Quantifiable data provides insights into your CRM's impact. While CRM is an investment, it's essential to find a solution that aligns with your financial capabilities without compromising essential features.

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2 Analyze your CRM data

One of the best sources of CRM examples is your own CRM data. Your CRM system collects and stores a wealth of information about your customers, their interactions, their feedback, their preferences, and their behavior. By analyzing your CRM data, you can identify patterns, trends, insights, and opportunities that can inspire new CRM examples. For example, you can use your CRM data to show how you improved customer retention, increased sales conversions, reduced churn, or enhanced customer satisfaction.

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Akshat Kumar

Strategy & Marketing at Narayana Health || BW Marketing 30 under 30
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To keep your Customer Relationship Management (CRM) data current and accurate, consider the following strategies: -Conduct regular data cleansing. -Use automated data enrichment. -Implement data validation rules. -Integrate with external data sources. -Train users to update records. -Set up workflow automation. -Establish a data governance policy. -Periodically audit the database. -Encourage user feedback. -Monitor data quality metrics.

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3 Collect customer feedback

Another way to keep your CRM examples current is to collect customer feedback regularly and systematically. Customer feedback is not only valuable for improving your products and services, but also for creating authentic and engaging CRM examples. By asking your customers for their opinions, testimonials, reviews, ratings, or referrals, you can capture their voice, their emotions, and their stories. You can also use customer feedback to showcase how you respond to customer needs, requests, complaints, or suggestions.

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Romeo Mann

I help B2B folks get more from their Marketing, Sales & CX Teams with Revenue Operations as a Service // Executive MBA // HubSpot Certified Trainer // Big fan of sales-free zones and value first approach.
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With customer feedback collected in your CRM you can demonstrate value to your internal stakeholders as your CRM becomes the source of truth for both qualitative and quantitative data. Make sure you use AI to categorize customer feedback in a structured manner and showcase it in reports to your internal stakeholders. This will help you add a narrative to your data.

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4 Showcase your CRM innovations

If you want to stand out from your competitors and impress your audience, you need to showcase your CRM innovations. CRM innovations are the new or improved ways that you use CRM tools and processes to create value for your customers and your business. For example, you can showcase how you use artificial intelligence, chatbots, automation, or personalization to enhance your customer interactions, engagement, and loyalty. You can also showcase how you adapt your CRM strategy to changing customer expectations, market conditions, or industry trends.

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Romeo Mann

I help B2B folks get more from their Marketing, Sales & CX Teams with Revenue Operations as a Service // Executive MBA // HubSpot Certified Trainer // Big fan of sales-free zones and value first approach.
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Integrating Zapier and AI to build customer insights individually for each contact is an innovative way to show customer intelligence inside of CRM.

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5 Use different formats and channels

Finally, you need to use different formats and channels to present your CRM examples. Depending on your audience, your purpose, and your message, you can choose from a variety of formats and channels to convey your CRM examples. For example, you can use case studies, success stories, infographics, videos, podcasts, webinars, blogs, social media posts, newsletters, or presentations. You can also use different formats and channels to repurpose, reuse, or recycle your existing CRM examples and make them more appealing and accessible.

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6 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?

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Nicolò Cacciamano 孔尼

Account Manager, Italy at Progress | WhatsUp Gold, Kemp LoadMaster, Flowmon
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Tracking your CRM. Maintaing your CRM updated means monitor and track your personal progress with customers. It's relevant for the entire account, and for the company you're representing. In addition, an updated CRM enables who is in charge to create more relevant and proper forecast and datasets. In conclusion, monitoring your actions means taking data-driven and business-oriented decisions, preparing proper forecast and enable the stakeholder to act accordingly to the customers needs.

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Abdullah Hamadalla

Project Manager @ Procore Technologies | SaaS | PaaS | Digital Marketing, Project Management
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CRM is an ocean of data and analysing infromation from its natural state can be a bit difficult and hard to digest. A great approach to this is to segment outputs, by grouping customers/prospects into different segments it will allow teams to easily focus on pain points or challanges that needs to be addressed. Be it sales, custoemr success, and/or marketing.

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Pras KarBhowmik

Advisor - growth and opearational excellence I SAP Alumni I Start-up mentor I Angel investor
(已编辑)
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Post Implementation value analysis Measure outcome post Implementation e.g. clicks , impessions, referrals, conversion to revenue. In case there is a constant endeavor to make this a routine task, your CRM examples will remain current and relevant. You can extrapolate the measures to benchmark against similar customers or to compare pre and Post Implementation scenarios for the sane customer , to enhance your insights Benchmark the results against similar customers

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How do you keep your CRM examples current?

1

2

3

4

5

6

1 Review your CRM goals

2 Analyze your CRM data

3 Collect customer feedback

4 Showcase your CRM innovations

5 Use different formats and channels

6 Here’s what else to consider

Customer Relationship Management (CRM)

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How do you keep your CRM examples current?

1

2

3

4

5

6

1 Review your CRM goals

2 Analyze your CRM data

3 Collect customer feedback

4 Showcase your CRM innovations

5 Use different formats and channels

6 Here’s what else to consider

Customer Relationship Management (CRM)

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