Data in Sales and CRM

Data & Technology
The topic combines the use of data in sales with the role of CRM, which is meant to function as a productivity tool when processes are set up correctly and management uses it actively.

Key questions and insights

Why does CRM not work in the long term without properly set processes and connected data?

Management should be the number one user in CRM.

How should management use CRM to support the sales team?

Data should be organized around the client, not around an internal process.

How can data in sales reduce salespeople’s administration and improve their preparation?

Salespeople spend a large part of their time on administration.

Where does it make sense to use AI and automation in sales?

CRM should be a productivity tool, not a tool of fear.

What does AI work better on?

AI works better when it is based on good data and processes.

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