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Understanding Metric Mapping in CRM Systems
Manage episode 434112650 series 3555508
Alyssa McGinn & Jordan Walker, Alyssa McGinn, and Jordan Walker द्वारा प्रदान की गई सामग्री. एपिसोड, ग्राफिक्स और पॉडकास्ट विवरण सहित सभी पॉडकास्ट सामग्री Alyssa McGinn & Jordan Walker, Alyssa McGinn, and Jordan Walker या उनके पॉडकास्ट प्लेटफ़ॉर्म पार्टनर द्वारा सीधे अपलोड और प्रदान की जाती है। यदि आपको लगता है कि कोई आपकी अनुमति के बिना आपके कॉपीराइट किए गए कार्य का उपयोग कर रहा है, तो आप यहां बताई गई प्रक्रिया का पालन कर सकते हैं https://hi.player.fm/legal।
In this mini-episode, we dive into the intricacies of metric mapping within CRM systems. We discuss the process of defining objectives and translating them into actionable data points, stored across various platforms. The conversation sheds light on how to track and visualize key metrics, integrate data into CRMs, and the importance of understanding the journey and objectives of prospects, products, and customers. Join us for insights on beginning with curiosity and imagination in the world of data and for practical tips on how to start with metric mapping in your organization. Reach out to us with your thoughts or for more specific episode requests at hello at insightlypodcast.com.
00:00 Introduction and Episode Setup
00:40 Understanding Metric Mapping
01:32 Data Storage and CRM Integration
02:32 Mapping Customer Journeys
04:07 Collaborative Metric Mapping
06:09 Practical Applications and Final Thoughts
Reach out to us by sending an e-mail to hello@insightlypodcast.com
Insightly is brought to you by InfoFluency and Bondfire Strategy.
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