In most cases, the CRM is the heart of customer data strategy. Numerous staff in marketing, sales, and customer retention rely on the system and the integrity of the data/process for the success of their efforts. This also creates a “too many hands in the pot” scenario causing configuration nightmares, customer confusion, and staff that simply do not buy into the system.  

When it comes to CRMs, we believe that companies hear “no” too often when it comes to their optimal desires for the system. Whether it’s marketing attribution, call center integration, sales contact strategy, reporting and analytics, or real-time integrations, they just keep hearing “no” or “maybe someday.” Our team says “yes” and “how about now.”