article thumbnail

Three Keys to Effective Digital Onboarding

The Center For Leadership Studies

Consumers expect businesses to have a complete digital presence regardless of whether the organizations operate in commerce, banking or other sectors. The digital journey and integration of the customer into your customer relationship management (CRM) platform is easy to track, and you can adjust the process if needed.

FAQ 52
article thumbnail

Old way or new way? Only one way works. My way.

Strategy Driven

Don’t forget their managers who force them to use an uncomfortable ‘system,’ a non-sales helpful CRM, and hold their salespeople accountable for their actions and numbers. EXAMPLES: Retail sales, banking, trading stocks, buying cars, traveling, and, most important, the ability to research the opinions and outcomes of others.

article thumbnail

How Analytics Has Changed in the Last 10 Years (and How It’s Stayed the Same)

Harvard Business Review

There has been even more stability in analytical leadership, change management, and culture, and in many cases those remain the toughest problems to address. They might draw from CRM systems to evaluate the lifetime value of a customer, for example, or optimize pricing based on supply chain systems about available inventory.