4 Questions Every Professional Should Ask About Their CRM System
John F. Mancini

By: John F. Mancini on December 27th, 2018

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4 Questions Every Professional Should Ask About Their CRM System

erp  |  ecm  |  CRM  |  Salesforce

Every organization wants to increase agility and productivity by extracting maximum value from its processes and content. Organizations need to bridge the silos created by disparate lead applications to seamlessly pull structured and unstructured information together and present the whole story to the customer relationship management (CRM) users who need it. Easy access to documents and content is a key requirement in fully leveraging a CRM system. 95% of CRM users want easy access to the latest version of their files and documents and 55% of CRM customers see “ease of use” as the most important feature.

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Here are 4 questions every C-level executive and business professional should ask about their CRM system:

  1. Why is an integrated approach to CRM content important?
  2. What are the implications of a lack of integration between ECM and CRM systems?
  3. Who benefits from an integrated approach to CRM content?
  4. What are the benefits of an integrated content approach your CRM system?

Find out more in our new Tip Sheet, What does it Mean for CRM Processes to be both Intelligent AND Connected?

What does it Mean for CRM Processes to be both Intelligent AND Connected?

About John F. Mancini

John Mancini is the Chief Evangelist and Past President of AIIM. He is a well-known author and speaker on information management, digital transformation and intelligent automation. John is a frequent keynote speaker and author of more than 30 eBooks on a variety of topics. He can be found on Twitter, LinkedIn and Facebook as jmancini77.