Episode 106. Buckets vs. Barcodes
Incremental: The Continuous Improvement Podcast
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Process Improvement and CRM Enhancements
This chapter delves into process improvement initiatives, including anonymizing data for a customer and adding a unique identifier to setup sheets. The speakers highlight CRM enhancements through active customer outreach, improved tracking tools, and challenges with cold calling. Various implementations related to Kanban, a PFEP plan, and a customer dashboard are discussed, emphasizing the importance of organization and user-friendly tools.
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Transcript
