MarTech Podcast ™ // Marketing + Technology = Business Growth

What Modern CRM Looks Like

5 snips
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.
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INSIGHT

Modern CRM vs. Legacy CRM

  • Modern CRM systems prioritize ease of use, customization, and scalability, unlike legacy CRMs.
  • They offer a single customer view and avoid high implementation costs, unlike Salesforce.
INSIGHT

Key Features of Modern CRM

  • Modern CRM should be easy to use and customize, leading to higher adoption rates.
  • Mobile accessibility, integrations, and a single data model are also crucial.
INSIGHT

CRM and Analytics

  • CRM analytics are often inadequate, leading to reliance on external tools.
  • Modern CRM should improve built-in analytics, including buyer journey tracking and attribution.
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