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Understanding Metric Mapping in CRM Systems

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Manage episode 434112650 series 3555508
Content provided by Alyssa McGinn & Jordan Walker, Alyssa McGinn, and Jordan Walker. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Alyssa McGinn & Jordan Walker, Alyssa McGinn, and Jordan Walker or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ro.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.

  continue reading

18 episoade

Artwork
iconDistribuie
 
Manage episode 434112650 series 3555508
Content provided by Alyssa McGinn & Jordan Walker, Alyssa McGinn, and Jordan Walker. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Alyssa McGinn & Jordan Walker, Alyssa McGinn, and Jordan Walker or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ro.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.

  continue reading

18 episoade

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