Top 5 CRM Automation Use Cases for RevOps

Top 5 CRM Automation Use Cases for RevOps

CRM is the soul of every modern business today. It serves as the epicenter for managing customer relationships and sales processes.  But, what gives it that special edge?  CRM automation – that’s right! The automation capabilities take it to a whole new level.  With automation, businesses have stopped wasting resources on repetitive tasks that have…

How To Drive Revenue With Clean CRM Data
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How To Drive Revenue With Clean CRM Data

The CRM system sits at the center of your tech stack. And often, it’s the first and most important investment you’ll make.  An excellent reason behind the CRM’s importance is that it significantly contributes to revenue-generating tasks like lead generation and customer retention.  But what happens when the key to driving ROI, aka clean CRM…

Top 4 CRM AI Use Cases

Top 4 CRM AI Use Cases

91% of companies with more than 11 employees use Customer Relationship Management (CRM). However, only 12% of them actually use an AI-powered CRM tool! A lot of users believe that AI in CRM is still in the future and the current processes don’t require automation. But is this the case? What is an AI-powered CRM,…

CRM Data Cleansing: How to Keep CRM data Pristine

CRM Data Cleansing: How to Keep CRM data Pristine

On average, in a B2B company, the volume of prospect and customer data doubles every 12-18 months.  This massive influx comes with a significant risk of errors, duplicates, outdated records, and other inconsistencies creeping into your CRM. The longer this dirty data sits in your CRM, the worse the outcomes of your CRM would get…

A Successful CRM Implementation is Possible. Here’s How.

A Successful CRM Implementation is Possible. Here’s How.

Building a successful CRM implementation process is paramount to building long-lasting customer relationships. But here’s the catch. CRM implementation failure rate today is close to a whopping 70%.  The major culprit is lack of poor planning, among many other things.  We recently spoke to Craig Handy who is the Director of RevOps at York IE…