Adopt your CRM: Step 1: Build a Shared List of Contacts & Companies
Customer information often ends up scattered across peoples’ cell phones, personal contact lists, inboxes, and spreadsheets. This makes it harder for teams to quickly find reliable information, collaborate effectively, and maintain customer relationships when a colleague is unavailable.
In this masterclass, you will learn how to solve this problem by building the first stage of successful eWay-CRM adoption: one shared and reliable database of contacts and companies.
Jonathan Matthews will show you how to bring customer information together, deduplicate, make contacts available in Outlook, and introduce simple rules that keep your data accurate.
Through practical examples, you will see how shared contact management helps your team find information faster, preserve important customer knowledge, and depend less on personal inboxes, spreadsheets, and individual memory.
You'll learn how to
- Create one shared source of customer and company information
- Reduce dependency on personal inboxes and spreadsheets
- Prevent duplicate and incomplete records
- Define clear rules for creating and updating contacts
- Make customer information available across the organization
- Prepare a reliable foundation for the next stages of CRM adoption
This masterclass is ideal for managers, CRM administrators, sales teams, and anyone responsible for introducing or improving CRM within their organization.
We look forward to having you at this special live event!