The CRM and Pipeline Management
Chapter Summary
• Customer relationship management (CRM) has to be the single source of truth; it is the data from which you will interpret, communicate, and base decisions on your business.
• The CRM will show you where you need to place your focuses, and will allow you to track your progress toward your goals.
• Consider your business’ attributes when thinking about KPIs and metrics; use only those that add value and make sense.
• Reporting for the sake of reporting, helps no one; for clear insights to be gathered and put into action, get your reporting right, and then focus on creating outcomes for your business.
Back to the layering process on the pathway to creating your strategy! One of the priority ...
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