Photo by Ivan Chumak on Pexels Planning CRM Adoption Roadmap for AI Transition, a journey of transformation, begins with understanding. It’s about more than just integrating new technologies; it’s about reimagining how your business interacts with its customers. This roadmap Artikels the essential steps, from assessing your current CRM state to defining AI goals, selecting … Read more
Photo by Logan Voss on Unsplash CRM Data Quality: Deduping, Merging, and Governance. Imagine your CRM as a treasure chest, overflowing with the potential to unlock unprecedented growth. But what if that chest is filled with fragmented, inaccurate, and duplicated information? That’s where the journey of data quality begins! This isn’t just about cleaning up … Read more
Photo by Nataliya Vaitkevich on Pexels Startup CRM Data Model: From 0 to 1 begins our exploration of a critical element for any burgeoning enterprise. We’ll journey into the heart of customer relationship management, unraveling the complexities of data modeling from the ground up. This isn’t just about software; it’s about building a strategic asset … Read more
How to Align CRM with CMP and Tag Governance – Hold onto your hats, data wranglers! We’re diving headfirst into the thrilling world of -How to Align CRM with CMP and Tag Governance*! Think of it as a digital detective story, where we’re uncovering the secrets to harmonious data flow, customer delight, and regulatory compliance. … Read more
Field Taxonomy for CRM: Naming, Picklists, and IDs, sounds kinda technical, right? But chill, it’s basically how we organize and label all the info in your CRM – like a digital data warehouse. Think of it as the backbone that keeps everything neat and tidy, from customer names to sales figures. Without a good taxonomy, … Read more
Migrating From Spreadsheets to CRM in 2025: A Founder’s Guide – Migrating From Spreadsheets to CRM in 2025: A Founder’s Guide, dunsanak. Let’s talk about something real, something that makes many founders’ heads spin: managing customers using just spreadsheets. It’s like trying to build a house with just a hammer – you -can* do it, … Read more