Re:Which CRM solution do you use?
by canterburry on Wednesday May 13, 2015 @02:28PM
(#9540986)
Thank you so much! So it's primarily contact and profile information you are looking for and being able to correlate based on things such as company name, contact name, email, phone for their current or past employment etc?
You're at a conference and you meet someone, getting their business card. Come back to the office and enter that information into the CRM. If you've added that person on LinkedIn, the software will scrape this data, and compare it against all other data sets in the system. In this example let's say this particular contact once worked at a company that is also a former client. The system should alert and say hey, so-and-so has x connections with other records.
This is probably more data that you wanted, but the larger problem was silos. We were constantly pushing employees to "compare notes" because we never knew when two or more employees might uncover information/contacts/etc. that if linked, could help us leverage that data.