Fri, Mar 14
|Zoom® meeting
Mine Your CRM: Uncover Buyer Insights from Internal Data
Develop skills to utilize your CRM and internal information sources to gain valuable insights about buyers.
Live, Instructor-Led Training
Mar 14, 2025, 7:30 AM – 8:00 AM EDT
Zoom® meeting
Session Information
Mine Your CRM: Uncover Buyer Insights from Internal Data
Unlock the hidden potential of your CRM by identifying key insights that can transform your approach to Buyer engagement. In this session, we will explore how to effectively mine internal data to uncover valuable information about your Buyers, their competitors, and their industry, enabling you to tailor your strategies for maximum impact.
Key learning points include:
- Identifying Buyer Information: Discover how to locate and leverage existing data within your CRM to gain a comprehensive understanding of your Buyer's preferences, history, and needs.
- Analyzing Competitor Data: Learn techniques to extract competitive insights from your CRM, helping you understand the market landscape and position your offerings strategically.
- Industry Insights: Understand how to utilize industry data stored in your CRM to anticipate trends and challenges that may affect your Buyer, allowing you to provide proactive solutions.
- Utilizing Proprietary Sources: Explore how internal sources, beyond just the CRM, can offer unique insights into the Buyer’s network, aiding in the development of personalized and impactful engagement strategies.
- Leveraging INFORM™: Gain proficiency in using INFORM™ to validate and enrich the data gathered from your CRM, ensuring your strategies are informed and effective.
Improve your ability to harness the power of internal data, transforming your CRM into a strategic tool that drives meaningful Buyer interactions and business growth.