TALK 3
THE MAGICTRIANGLE.
- TOPIC
- How CRM projects succeed when processes, people and leadership fit together
- AUDIENCE
- Executive leadership, sales leadership and the people responsible for CRM
- FORMAT
- Talk of 30 to 90 minutes, or a full-day workshop
- GOAL
- Your CRM becomes a tool your team likes to use, and the foundation for AI.
WHY THIS TALK
AI in sales is only as good as the data in your CRM. Set up your CRM right now, and you build the base for the next step.
CONTENT: THE TRIANGLE
Processes. The CRM maps your customer’s journey.
People. Your team sees what’s in it for them.
Leadership. It asks the right questions of the data.
The model comes from CRM rollouts at Dell and Cisco.
WHAT YOUR TEAM TAKES AWAY
- 01
A check of your CRM against the triangle
- 02
Three levers for better data quality
- 03
The questions leadership asks of the CRM