Understanding the Purpose of Each System The CRM System: A Customer-Centric Approach When I first got my hands on the CRM used by Hard Rock, I realized that its core goal was all about customer relationships. Unlike a conventional sales system, the CRM focuses on gathering insights and managing interactions with customers over time. It’s […]
1. Types of CRM Systems Cloud-Based CRMs So, first things first, let’s talk about cloud-based CRM systems. I’ve found that these are super popular because they allow you to access your data from anywhere. Whether you’re at the office, at home, or even sipping coffee at your favorite café, you can keep track of your
Understanding the Needs of the Bank Identifying Specific Goals When talking about implementing a CRM system in a bank, the very first step is to understand what the bank actually needs. Every institution is unique, so what one bank might require could look totally different from another. From my experience, engaging key stakeholders early on