CRM: A system of record. To help deeply connect with customers and their preferences, we need CRM data to dive deep into a customer story and provide cues to complete it. As we study demanding ...

Only authorized users should be able to access your CRM data - and even then, only the information that they need. Don’t let your CRM data be a free-for-all. Step 3: Monitor your CRM activity ...

3 ways to leverage CRM data for PPC advertising. Once you’ve identified key audience clusters, apply those insights across Google Ads, LinkedIn Ads, Meta Ads, and other paid platforms. While ...

In the case of investment companies, integrating customer relationship management (CRM) systems with portfolio management ...

In this modern era, Customer Relationship Management (CRM) has undergone significant transformations with the advent of advanced data modeling techniques. In a recent publication, Balaji Bodicherla ...