In 2023, the key to thriving in an economic winter is harnessing CRM data and using AI to enrich the data and guide sales and service strategies. The first step is to take the friction out of collecting data by leveraging AI to sort through emails, meetings, and documents. The second step is to use AI to enrich the data with go-to-market playbooks for sales and service, improving sales effectiveness and service quality. The third step is to convert optimized data into unit economics visualization across the entire revenue engine, driving growth and profitability. By following this playbook, businesses can turn economic challenges into opportunities for growth and success.
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