Customers are hesitant to buy new CRM because many companies aren't getting the results they want. Fear of making the wrong decision and being "burned in the past" leads to indecision. However, getting CRM right can lead to significant revenue increases and sales productivity improvements. To get CRM right, focus on four key areas: simplifying data entry, implementing effective playbooks, ensuring visibility across the revenue engine, and establishing outcome-oriented partnerships. Tools like Microsoft Sales Copilot, DialoguePrime, and the AI Fueled Revenue Accelerator can help. Additionally, services like the CX Pulse Subscription from congruentX offer a performance-backed guarantee. To get started, consider a CongruentX Envisioning Lab. By prioritizing user-friendly technology, actionable insights, and strategic partnerships, companies can finally get CRM right.
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