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B2B Revenue Vitals

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

Feb 18, 2024
Crissy and Charlie Saunders discuss the significance of precise CRM framework for analytics and decision-making. They highlight struggles of manual data interpretation, propose custom CRM objects for structured data management, and emphasize on refining data to drive go-to-market growth.
51:26

Podcast summary created with Snipd AI

Quick takeaways

  • Implementing the right CRM architecture enhances analytics and decision-making for marketing leaders.
  • Centralizing data in a custom CRM object streamlines tracking, optimization, and improves conversion rates.

Deep dives

Utilizing the Right CRM Data for Effective Pipeline Modeling

Pipeline modeling and diagnostics are crucial for marketing leaders to make informed decisions. Instead of manually tracking data in spreadsheets, implementing the right architecture with a solid CRM foundation allows for improved analysis, forecasting, and optimization. Going beyond multi-touch attribution, it is important to differentiate between pipeline modeling and multi-touch attribution as two separate concepts serving different purposes. By having a strong data structure and using a custom object in the CRM, companies can streamline data tracking, optimize the overall system, and avoid wasting resources and time.

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