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RV145 - Optimizing CRM Data Architecture | Chris Walker Weekly episode 4

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CHAPTER

Optimizing CRM Data Architecture for Strategic Decision-Making

This chapter emphasizes the importance of having a unified system for tracking and analyzing data within a company, using custom objects to consolidate data from various sources. It discusses the need to optimize CRM data architecture for lead progression tracking, conversion rate analysis, and informed decision-making. The chapter also highlights the importance of implementing changes in CRM data architecture to bridge the gap between current data availability and potential data.

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