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CRM Integration > Viewpoints

Customer Relationship Management (CRM) integration increases your CRM's value to your sales force by bringing in additional valuable customer lead data directly through various contact points like a company website or social media presence.

4 Ways for Marketers to Maximize Customer Retention

One of the best moves that brands can make in 2021 is to prioritize customer retention, which means reassessing your past strategies and adding value to your customer experiences.

Redefining Customer 360: Building a Better Master Data Management Initiative

In planning for an MDM implementation enabling a 360-degree view of the customer, organizations need to refrain from approaching each master data domain separately and sequentially—"multidomain" should be taken to mean the freedom and flexibility to model only those master data entities and attributes that contribute to the agreed-upon business outcomes.

Customer Value Management: Filling the Value Gap in CRM Tools

Salespeople are always asked about the value customers get from their product or service, but getting to the answer is hard work. CVM can streamline and automate those efforts, letting you quantify the value of each relationship you have.

3 Digital Marketing Strategy Mistakes You’re Making

Marketers must approach 2021 with concrete plans to reach and convert their audience while remaining flexible enough to adapt to evolving preferences and changed sales environments. Of course, this is easier said than done.

How AI Can Bridge the Gaps Between CRM, Marketing, and Sales

A new class of AI-powered solutions now has the ability to harness CRM data, merge it with multiple sources of sales and marketing information, and intelligently predict the likelihood of customer actions and behaviors.

3 Ways Cloud Data Warehouses Help Marketers and Improve CX

No more data silos, no more confusing or outdated campaigns, no unnecessary costs—instead, you engage with your customer as they exist in the moment, not with 15 slightly different versions of that customer.

Conversational Mobile Messaging Can Personalize Engagement—and Build Brand Equity

Brands need to interact with diverse customers across many platforms and make those interactions more personable and efficient, not to mention superior to those of their competitors—and conversational messaging is the latest frontier to maximize that engagement.

Why Your Organization Needs an Agile CMS

Agile content management systems are essential for driving timely, seamless customer experiences across channels, as they give marketing practitioners and IT personnel a common set of tools and a shared experience.

From CX to EX: How Customer Experience Will Evolve as Ecosystems Take Hold

As ecosystems come to the fore, companies must react to how this intermingling of disparate partners impacts the traditional customer experience. Here's how to shift to an "ecosystem experience" mind-set.

5 Tips for Effectively Managing Your CRM

Your CRM platform is never "done." Here are some best practices to help you better manage your CRM system and maximize the value of this critical technology investment.

Where Is CX Headed in 2021? 3 Predictions for the Year Ahead

The digital transformation hastened by 2020 will lead companies to continue catering to the connected customer experience lifestyle.

Deep Customer Insights: The Key to Building Excellent Products

To get the right products to market, faster, companies need to leverage every customer conversation and interaction they have.

Predictive Analytics: Foretelling Successful Sales and Marketing

In the world of CRM, predictive analytics can be a powerful tool, but whether you succeed or fail, the devil is in the details.

Why CRM Needs to Serve Your Whole Organization, Not Just Sales

To treat your customers the way they'd like to be treated, you need to know them inside and out. A unified CRM platform can create a high-def picture of them.

5 Tips for Managing Customer Opt-In Data

Controlling this vital data will help you not only comply with regulations but expand opportunities to start and continue conversations with your customers and prospects.

The Key to Successful CX? One-to-One Engagement

Here are four critical factors companies should consider as they strive to personalize engagement and achieve customer experience excellence.

3 Ways to Get Quicker, Timelier Sales Proposals

Quickly responding to RFPs is a challenge for many businesses because internal collaboration and input delays the process. But it doesn't have to.

The Key to E-Commerce Success: Blending Artificial Intelligence with Intelligent (Human) Agents

As the pandemic has accelerated the shift to online selling, artificial intelligence (AI) and the intelligent agent (IA) must complement each other—with automation segueing into customer care by human agents.

Why CRM Is Critical to Small-Business Success Right Now

Amid the pandemic, many SMBs have implemented CRM solutions at lightning speed, and it's no secret why: customer loyalty, engagement, and retention.

COVID-19 Has Forced a Pivot to Digital-First. Here’s How Companies Adapt

Nearly every organization has been impacted by the 2020 digital transformation rush. Those that have not made moves to adapt stand to lose market share to competitors, suffer customer retention and loyalty fallout, and even face potential bankruptcy.