By Justin Languirand,
Obviously, that’s a gross over-simplification. If you read the entire article in the October issue of CRM (the magazine), you’ll see that there’s a lot more to it. The author, Associate Editor Lauren McKay, has organized her thoughts into some pretty logical sections:
Proactive Problem Solving
and, The Proactive Promise
McKay has also provided relevant, real world anecdotes to illustrate the benefits of each. Here are a couple of examples that I came up with.
At Altico Advisors, we use the
Second example. I’m proud to say that we communicate twice a month with our clients and that falls into the category of marketing automation in
Perhaps that doesn’t quite rank as a Random Act of Kindness, especially since it’s a pre-programmed workflow, but you get the point.
So when you’re evaluating CRM systems, ask a tough question, such as: “Given what you’ve learned about my business, what recommendations do you have for our company to use Dynamics CRM proactively?” I sure hope they can answer that question.
Submitted by Altico Advisors,