How Activity Tracking Can Help You Get Better Visibility Into Deals

How Activity Tracking Can Help You Get Better Visibility Into Deals

There hasn’t been a time that demanded sustainable revenue growth more than now. Economic headwinds of the last few months have forced businesses to rethink their revenue growth strategies and focus on efficiency. This means getting away with anything that does not make a positive dent in revenue or causes revenue to leak across the…

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  This massive influx comes with a significant risk of errors, duplicates, outdated records, and other inconsistencies creeping into your CRM.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…

Using Data Analytics to Improve Customer Experience: A RevOps Guide

Using Data Analytics to Improve Customer Experience: A RevOps Guide

Customer experience holds a significant place at the center of the RevOps universe. Companies that excel at customer experience have been seen to achieve more than 2x of revenue growth. And for businesses, improving the customer experience has increased: There’s no avoiding it. A laser-like focus on customer experience is critical for sustainable and long-term…

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…

5 Tips to Build a CRM Data Governance Strategy

5 Tips to Build a CRM Data Governance Strategy

CRM data governance relies on a solid system.  This includes implementing processes to ensure the data seamlessly flows in the system across departments, while simultaneously maintaining the quality, usability, and accessibility of this data. CRMs are are considered an upgrade or a quick fix to marketing, sales, and service performances. The data gathered is meant…

Planning a Salesforce Data Migration? Don’t Leave Behind Crucial Activity Data!
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Planning a Salesforce Data Migration? Don’t Leave Behind Crucial Activity Data!

Salesforce data migration is a challenging project for most operations leaders. Your CRM system contains critical information about your customers that can help drive positive business outcomes. When you decide to migrate to a new CRM system like Salesforce, you don’t want to lose out on this valuable data from the old system.  But loss…