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How to Turn Dirty CRM Data into Actionable Insights | Tracy Berry

Posted May 16, 2023 | Views 691
# crm data
# workshop
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SPEAKER
Tracy Berry
Tracy Berry
Tracy Berry
Director of Competitive Intelligence & Communication @ Freshworks
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SUMMARY

Frustrated working with 'dirty' competitive CRM data? Watch this interactive 60 minute workshop lead by Tracy Berry, Director of CI at Freshworks. Tracy will share best practices in building out competitive fields in your CRM, which will help you turn your 'dirty data' into actionable CI insights.

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TRANSCRIPT

Tracy covered 5 easy steps to help you capture actionable competitive insights from your CRM data:

  • Align your CRM with compete fields (make some mandatory)
  • Find a sponsor
  • Identify the stakeholders and get their buy-in
  • Make best friends with your IT team
  • Manage your CRM like any project
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