CRM The link between Marketing and Sales


Delivered by Rebecca Roberts


This session will look at:


• What is a CRM

• What to consider when choosing a CRM

• Your Data – Capture

• What type of data do you hold – clients, prospects, suppliers

• Where do you capture data – Social Channels, networking, website, ‘cold prospecting’, purchased lists

• Know your customer journey

• Touchpoints

• Why is Data segmentation so important

• The hidden value in your sales pipeline

• Keeping in touch – The relationship part of CRM

• Data cleansing

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UMi Commercial Limited

Company Number 07227157

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