Virtual Roundtable Discussion: - Unlocking the Power of CRM Data

The data that lives inside a customer relationship management (CRM) platform like Salesforce sits at the heart of modern business operations
About this Event

The Data Advantage:

In today's data-driven business landscape, the information housed within your customer relationship management (CRM) platform is a goldmine. By leveraging this data effectively, businesses can gain a remarkably comprehensive understanding of all aspects of their operations, from customer behavior to sales trends.

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Exploring Strategic Use:

This interactive roundtable discussion will delve into the growing opportunity for C-suite executives (CIOs, CISOs, CDOs) to make strategic use of their CRM data stored in SaaS platforms. We'll be joined by Matthew O'Neill, Field CTO and host of the "Don't Break the Bank" podcast, who brings a unique perspective on both the technology buyer and seller sides.

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Together, we'll explore:

Balancing Act: Striking the right balance between data protection and extracting valuable insights. Matthew, with his experience in navigating industry realities, will share best practices for data security while fostering a data-driven decision-making culture.

Building for Growth: Strategies for building an agile, resilient, and growth-oriented business that thrives on customer data. The discussion will explore how to leverage CRM data to identify new market opportunities and optimize internal processes.

Extracting More Value: Techniques for extracting more value from existing data capabilities. We'll delve into practical approaches like customer segmentation, lead scoring, and churn analysis, all powered by your CRM data.

Data Integrity and Quality: While Matthew sheds light on the broader industry trends, we'll also address the practical challenge of data integration across different platforms. Additionally, we'll discuss best practices for data cleansing and ensuring the quality of your CRM data.

Ethical Considerations: Matthew, with his understanding of the evolving technological landscape, will lead a discussion on the ethical considerations of using customer data and ensuring compliance with data privacy regulations like GDPR and CCPA.

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Real-World Examples:

The roundtable will feature real-world case studies showcasing how companies have successfully leveraged CRM data for significant growth.

Interactive Sessions:

To ensure a truly enriching experience, the roundtable will incorporate group discussions where participants can share their own experiences and challenges related to CRM data utilization.

Actionable Takeaways:

By the end of the discussion, you'll walk away with actionable takeaways, including a list of resources (tips) to help you unlock the full potential of your CRM data. We'll also provide a summary of key insights and best practices discussed with Matthew.

Join us for this interactive roundtable and unlock the hidden power of your CRM data!

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Guest Speaker:-

Matthew O’Neill
Field CTO | Field Technology Strategist, Own Company.
Matthew brings an appreciation of both the buy and sell side of our industry's opportunities and realities. As the host of "Don't Break the Bank podcast", matthew regularly engages with a diverse audience, sharing insights, including discussions on the latest industry trends and challenges.