CRM system keeps everyone across the organization on the same page, providing them with a centralized, customizable view of a customer’s complete history. This includes sales and support history, which helps to keep track of company’s interactions with a customer at all times.
It’s no surprise that CRM systems have changed over the years. Instead of simply being a sales tool for capturing customer and prospect data, they have evolved to integrate other departments, including Marketing & Support, under the same umbrella to allow for universal records. The evolution of CRMs is not limited to just their business use case, but also the partners that have expanded their ecosystem.
Let’s take a look at 5 areas of CRM that you can optimize to take it to the next level:
- Data Automation
- Stale Fields
- Stale Records
- Outdated 3rd Party Providers
- Reports & Dashboards
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