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Understanding Metric Mapping in CRM Systems
Manage episode 434112650 series 3555508
Alyssa McGinn & Jordan Walker, Alyssa McGinn, and Jordan Walker에서 제공하는 콘텐츠입니다. 에피소드, 그래픽, 팟캐스트 설명을 포함한 모든 팟캐스트 콘텐츠는 Alyssa McGinn & Jordan Walker, Alyssa McGinn, and Jordan Walker 또는 해당 팟캐스트 플랫폼 파트너가 직접 업로드하고 제공합니다. 누군가가 귀하의 허락 없이 귀하의 저작물을 사용하고 있다고 생각되는 경우 여기에 설명된 절차를 따르실 수 있습니다 https://ko.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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