Watch the Webinar: Build a Shared List of Contacts & Companies
Customer information scattered across inboxes, spreadsheets, cell phones, and personal contact lists can make even simple questions difficult to answer. Who has the latest contact information? Which record is correct? And where can a colleague find that information when someone is unavailable?
Our webinar recording shows how to start solving this problem by creating one shared and reliable database of contacts and companies in eWay-CRM.
Start CRM Adoption with Reliable Customer Data
Customer information is less useful when everyone keeps their own version. Details can end up spread across personal inboxes, contact lists, phones, and spreadsheets, making it harder for colleagues to quickly find information they can rely on.
The webinar focuses on establishing a shared source of contact and company information. It also looks at reducing dependence on individual memory and personal tools, so important customer knowledge is more readily available across the organization.
In the recording, you’ll see topics including:
- Creating one shared source of customer and company information
- Reducing dependency on personal inboxes and spreadsheets
- Preventing duplicate and incomplete records
- Defining clear rules for creating and updating contacts
- Making customer information available across the organization
- Making contacts available in Outlook
- Building a reliable foundation for the next stages of CRM adoption
See the First Stage of CRM Adoption in Practice
If your organization is introducing CRM or trying to improve how customer information is managed, this webinar provides a practical starting point.
Watch Jonathan Matthews explain how to move from customer information scattered across individual tools toward a shared and more reliable database.
