Biographical Information

Danny Estrada

Vice President of Consulting, Rare Karma

Danny Estrada is the Vice President of Consulting at Rare Karma. Throughout his career Danny has been a CRM evangelist and expert at leveraging technology platforms to create business value.  He has been a Senior Director at KPMG, thought leader for Salesforce and Microsoft, and published in an industry whitepaper by the Harvard Business Review.  He also holds an Executive MBA from the W.P. Carey School of Business at Arizona State University.

Articles for Danny Estrada

Dispatches From CRM’s Front Lines

Deployments and training aren't always dry affairs.

Regular CRM Health Checks Are Critical

If CRM is your operational heartbeat, make sure it's healthy.

How Does Employee Age Impact CRM Usage?

The generation gap rears its ugly head, but there's hope yet.

A New CX Focus Boosts CRM in Professional Services

Firms want to stand out on customer experience, and CRM (and AI) can help.

CRM Often Can’t Get Out of First Gear

Here's how companies can get themselves back on track.

How Old CRM Data Can Be Made New

Your CRM platforms could be holding engagement data your sales reps can exploit now.

Integrating CRM Data into the Enterprise

AI and analytics present a bounty of ways to leverage CRM data across your business.

Optimizing CRM Will Increase Revenue Velocity

Companies are increasingly feeling the need for speed

Analytics, AI, and Collaboration: 3 Ways CRM Elevates Business Performance

CRM's latest tools have helped a create a new competitive advantage in times of disruption.

Front-Office Transformation: The Key to CRM Execution

You have to make sure everyone is on the same team (including your customers).

CRM’s Impact During, and After, the Pandemic

Smart implementations really demonstrated their worth

Algorithms and (Artificial) Intelligence: Hype vs. Reality

Understand what you have—and whether it helps you get where you want to go.

The Ugly Truth About CRM Data

If too much of it is missing or wrong, no digital transformation can happen

Leveraging CRM in the Face of COVID-19

With seismic changes in the way business is done, CRM and related platforms can help companies and the people they serve

Will CRM Innovation Make You or Break You?

Understanding the critical elements of success and failure

How CRM Is Driving Organizational Change

Companies are taking control of their customer experiences

Making Field Service Your ‘Promise Engine’

A marriage of people, process, and products

CRM’s Unexpected Science

When synergy makes a difference

The CRM Adoption Paradox

CRM systems are stronger and more packed with features than ever, but users aren't always rushing to use them. Here's how one firm changed that

Your Sales Pipeline Can Make You or Break You

Good pipeline management requires clear thinking and knowing when to cut a deal loose.

Is CRM a Tool or a Mind-Set?

A company learns that it can be both

Switching CRM Systems: Improve When You Move

A platform change (if you need it) signals a good time to update your processes and mind-set, too

CRM in Accounting: The Tide Turns?

An industry begins to accept it has to work harder to find and keep customers—and CRM can help

Marketing Automation: Fueling CRM Success

Integrating marketing tools with CRM keeps everyone in the loop

Mobile CRM: Setting the Rules of the Road

Establishing expectations and enabling intelligent data flow are key to your mobile blueprint.

Create a Blueprint for CRM Success

What are vendors leaving out of the conversation?