Whyoperational CRMDuty and analytical only the freestyle is
Posted: Thu Jan 30, 2025 5:38 am
How pointless is it to segment your customers by industry when only 40% of customers have an industry? Is it in your company's best interests if your colleagues in marketing and sales spend a large part of their time researching key figures about your customers?
The same applies to CRM software and sales figures: dashboards and reports are only as good as the numbers behind them. So if you attach great importance to the key bolivia telegram screening figures and analytics that a software provides, you should first place value on the quality of the raw data . In most cases, mandatory fields are seen and used as a "miracle weapon" against incomplete data. The basic idea behind this requirement should be that the basic data is stored for as wide a range of customers or offers as possible. But with every mandatory field that you have marketing and sales fill in, time is wasted. And often not only time is lost, but also the enthusiasm of the processors. Unfortunately, the more mandatory fields a software has, the less it is used.
If just the operational creation of a new prospect takes several minutes because the employee first has to research the company's security identification number, the exact number of employees, the turnover from the last few years and the correct industry code, then something is going wrong. I am deliberately exaggerating here with the stupidest examples that come to mind, but you should ask yourself how you react to forms with mandatory fields. Nobody will like using this software and at most the bare minimum will be entered.
The same applies to CRM software and sales figures: dashboards and reports are only as good as the numbers behind them. So if you attach great importance to the key bolivia telegram screening figures and analytics that a software provides, you should first place value on the quality of the raw data . In most cases, mandatory fields are seen and used as a "miracle weapon" against incomplete data. The basic idea behind this requirement should be that the basic data is stored for as wide a range of customers or offers as possible. But with every mandatory field that you have marketing and sales fill in, time is wasted. And often not only time is lost, but also the enthusiasm of the processors. Unfortunately, the more mandatory fields a software has, the less it is used.
If just the operational creation of a new prospect takes several minutes because the employee first has to research the company's security identification number, the exact number of employees, the turnover from the last few years and the correct industry code, then something is going wrong. I am deliberately exaggerating here with the stupidest examples that come to mind, but you should ask yourself how you react to forms with mandatory fields. Nobody will like using this software and at most the bare minimum will be entered.