Dear CRM user: This is arguably the most important 5 minutes of CRM Training you’ll ever need, if you want a CRM that is well-tuned, delivers on its promises, and gives you unbeatable competitive advantage.  ~Ed

Human intelligence is often described as sophisticated pattern-matching or Linking concepts together. Example: you learn early in life not to touch that hot stove a second time. (“Thanks, brain!”)

Everything we do is linked to something else, somehow. Our “cause and effect” knowledgebase can be expressed as “If / Then”: If X happens, Y follows. We learn and improve by linking new ideas, events, data and relationships.

CRM, similarly, unlocks tremendous potential advantage, helping you to link activities, discover unique and repetitive link patterns, and make improvements in sales, service, revenue and innovation.

This 15 page playbook illustrates in just 5 minutes how CRM products are ready-built to help you leverage links and relationships among people, data, sales, products and more.  It all comes down to “thinking about linking”.

Have at it!  I welcome your reactions, comments and edits.  Help keep this crowdsourced tutorial fresh and improved.  Of course, I’ll credit you with any changes that are kept.

Cheers,

Ed

Filed under: CRM, lead generation, sales training Tagged: Chief Marketing Technologist, CRM, marketing automation, salesforce