Executive Roundtable: – Cracking the CRM Code

Are you sitting on a goldmine of untapped potential?

In today’s data-driven world, your Customer Relationship Management (CRM) platform is brimming with valuable customer insights. But how do you effectively leverage this data to gain a comprehensive understanding of your operations and drive significant growth?

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Join us for an interactive roundtable discussion designed for C-suite executives (CIOs, CISOs, CDOs) to explore strategic use cases for CRM data stored in SaaS platforms.

Our featured guest speaker, Matthew O’Neill, Field CTO and host of the popular “Don’t Break the Bank” podcast, will share his unique perspective on both the technology buyer and seller sides.

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Together, we’ll delve into:

• Striking the Right Balance: Learn best practices for data security and fostering a data-driven culture, all while ensuring compliance with regulations like GDPR and CCPA.
• Building for Growth: Discover strategies for leveraging CRM data to identify new market opportunities, optimize internal processes, and build an agile and resilient business.
• Extracting More Value: We’ll explore practical techniques like customer segmentation, lead scoring, and churn analysis – all powered by your CRM data.
• Data Integrity and Quality: Get insights on tackling the challenge of data integration across platforms and ensure the quality of your CRM data through effective cleansing practices.
• Real-World Success: Learn from inspiring case studies showcasing how companies have leveraged CRM data to achieve significant growth.

This interactive roundtable will feature:

• Engaging Group Discussions: Share your experiences and challenges with fellow executives.
• Actionable Takeaways: Walk away with a clear roadmap to unlock the full potential of your CRM data, including a list of resources and key takeaways.
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Don’t miss this opportunity to gain valuable insights and unlock the hidden power of your CRM data!