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

By: John Mancini on December 27th, 2018

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4 Questions Every Professional Should Ask About Their CRM System

Enterprise Resource Planning (ERP)  |  Enterprise Content Management (ECM)  |  CRM  |  IIM x

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.


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 Mancini

John Mancini is the President of Content Results, LLC and the Past President of AIIM. He is a well-known author, speaker, and advisor 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. Recent keynote topics include: The Stairway to Digital Transformation Navigating Disruptive Waters — 4 Things You Need to Know to Build Your Digital Transformation Strategy Getting Ahead of the Digital Transformation Curve Viewing Information Management Through a New Lens Digital Disruption: 6 Strategies to Avoid Being “Blockbustered” Specialties: Keynote speaker and writer on AI, RPA, intelligent Information Management, Intelligent Automation and Digital Transformation. Consensus-building with Boards to create strategic focus, action, and accountability. Extensive public speaking and public relations work Conversant and experienced in major technology issues and trends. Expert on inbound and content marketing, particularly in an association environment and on the Hubspot platform. John is a Phi Beta Kappa graduate of the College of William and Mary, and holds an M.A. in Public Policy from the Woodrow Wilson School at Princeton University.