Understanding Metric Mapping in CRM Systems

In this mini-episode, we dive into the intricacies of metric mapping within CRM systems. We discuss the process of defining objectives and translating them into actionable data points, stored across various platforms. The conversation sheds light on how to track and visualize key metrics, integrate data into CRMs, and the importance of understanding the journey and objectives of prospects, products, and customers. Join us for insights on beginning with curiosity and imagination in the world of data and for practical tips on how to start with metric mapping in your organization. Reach out to us with your thoughts or for more specific episode requests at hello at insightlypodcast.com.

00:00 Introduction and Episode Setup

00:40 Understanding Metric Mapping

01:32 Data Storage and CRM Integration

02:32 Mapping Customer Journeys

04:07 Collaborative Metric Mapping

06:09 Practical Applications and Final Thoughts

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