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Understanding Metric Mapping in CRM Systems
Manage episode 434112650 series 3555508
Το περιεχόμενο παρέχεται από το Alyssa McGinn & Jordan Walker, Alyssa McGinn, and Jordan Walker. Όλο το περιεχόμενο podcast, συμπεριλαμβανομένων των επεισοδίων, των γραφικών και των περιγραφών podcast, μεταφορτώνεται και παρέχεται απευθείας από τον Alyssa McGinn & Jordan Walker, Alyssa McGinn, and Jordan Walker ή τον συνεργάτη της πλατφόρμας podcast. Εάν πιστεύετε ότι κάποιος χρησιμοποιεί το έργο σας που προστατεύεται από πνευματικά δικαιώματα χωρίς την άδειά σας, μπορείτε να ακολουθήσετε τη διαδικασία που περιγράφεται εδώ https://el.player.fm/legal.
In this mini-episode, we dive into the intricacies of metric mapping within CRM systems. We discuss the process of defining objectives and translating them into actionable data points, stored across various platforms. The conversation sheds light on how to track and visualize key metrics, integrate data into CRMs, and the importance of understanding the journey and objectives of prospects, products, and customers. Join us for insights on beginning with curiosity and imagination in the world of data and for practical tips on how to start with metric mapping in your organization. Reach out to us with your thoughts or for more specific episode requests at hello at insightlypodcast.com.
00:00 Introduction and Episode Setup
00:40 Understanding Metric Mapping
01:32 Data Storage and CRM Integration
02:32 Mapping Customer Journeys
04:07 Collaborative Metric Mapping
06:09 Practical Applications and Final Thoughts
Reach out to us by sending an e-mail to hello@insightlypodcast.com
Insightly is brought to you by InfoFluency and Bondfire Strategy.
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