MarTech Podcast ™ // Marketing + Technology = Business Growth
What Modern CRM Looks Like
Aug 23, 2024
Doug Bell, CMO of Chief Outsiders, shares insights into the evolution of CRMs, contrasting legacy systems like Salesforce with modern, user-friendly options. He emphasizes how contemporary solutions allow for easy customization and scalability, catering to B2B SaaS needs. The discussion also tackles the competitive landscape, highlighting the importance of adaptability in customer management strategies. Bell underscores the integration of automation and AI-driven methodologies in enhancing customer interactions, making CRM more effective and accessible.
19:06
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Quick takeaways
- Modern CRMs like Insightly provide customizable and user-friendly solutions that enhance usability while adapting to business growth.
- The shift from legacy systems highlights the importance of mobile access and integration with other tools for cohesive workflows.
Deep dives
The Evolution of Modern CRMs
The CRM landscape has undergone significant changes, moving from traditional systems to modern solutions that are easier to use and more adaptable. Insightly exemplifies this shift by addressing common pain points that legacy CRM systems often overlook, such as excessive costs for implementation and maintenance. Legacy systems typically require extensive admin support and setup time, which can hinder organizations' growth. Modern CRMs emphasize usability and customization, enabling teams to adopt these platforms seamlessly while scaling their operations as needed.
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