• Understanding Metric Mapping in CRM Systems

  • Aug 14 2024
  • Length: 11 mins
  • Podcast

Understanding Metric Mapping in CRM Systems

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  • Summary

  • In this mini-episode, we dive into the intricacies of metric mapping within CRM systems. We discuss the process of defining objectives and translating them into actionable data points, stored across various platforms. The conversation sheds light on how to track and visualize key metrics, integrate data into CRMs, and the importance of understanding the journey and objectives of prospects, products, and customers. Join us for insights on beginning with curiosity and imagination in the world of data and for practical tips on how to start with metric mapping in your organization. Reach out to us with your thoughts or for more specific episode requests at hello at insightlypodcast.com.


    00:00 Introduction and Episode Setup

    00:40 Understanding Metric Mapping

    01:32 Data Storage and CRM Integration

    02:32 Mapping Customer Journeys

    04:07 Collaborative Metric Mapping

    06:09 Practical Applications and Final Thoughts


    Reach out to us by sending an e-mail to hello@insightlypodcast.com


    Insightly is brought to you by InfoFluency and Bondfire Strategy.
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