The 4 Steps To Implement Or Cleanup CRM Data To Maximize Your Sales Performance

Companies that wish to improve their sales performance typically invest in an implementation strategy of a customer relationship management (CRM) platform. We’ve discussed why companies implement a CRM, and companies often take the step… but the transformations often fail for a few reasons: Data – At times, companies simply opt for a data dump of their accounts and contacts into a CRM platform and the data isn’t clean. If they’ve already got a CRM implemented,

ActionIQ: A Next Generation Customer Data Platform To Align People, Technology, And Processes

If you’re an enterprise company where you have distributed data in multiple systems, a Customer Data Platform (CDP) is almost a necessity. Systems are often designed towards an internal corporate process or automation… not the ability to view activity or data across the customer journey. Before Customer Data Platforms hit the market, the resources necessary to integrate other platforms inhibited a single record of truth where anyone in the organization can see the activity around

Lexio: Transform Data into Natural Language

Lexio is a data storytelling platform that helps you and your team get the story behind your business data – so you can work together, on the same page, from anywhere. Lexio analyzes your data for you and tells you and your team what you need to know. No need to dig through dashboards or pore over spreadsheets. Think of Lexio like the newsfeed for your business that already knows what is important to you.