Savvy industry leaders are transforming their business by first transforming their sales organizations—the lifeblood of their companies. For most, that means integrating a CRM solution, like Salesforce, to collect information about customers and potential buyers as they move through the lifecycle.
But, while many CRMs are extremely powerful, the standard interfaces and experiences aren’t always the most intuitive. Compounding the problem is the addition of new data sources through M&A or inter-departmental convergence. This makes it difficult to pull together all of the accumulated information about a customer—their current tech stack, what problems they have, what content they’ve viewed—into a 360-degree view sales teams can use to make an informed approach.