CRM Data Migration isn’t always easy. Sometimes it can be a bit like going down a rabbit hole… you never quite know what you’re getting into until you’re in it.
By Peter Delano, Practice Manager, CEB TowerGroup
On March 18th in NYC, LiquidHub is hosting an thought-provoking financial services event and cocktail networking session, Operating at the Speed of Thought. At this event, I along with LiquidHub’s Ravi Kalakota will address present solutions to the challenges faced by today’s fast-paced financial services industry. Specifically, my discussion will focus on how to enhance the way financial services organizations analyze, manage and utilize data to drive better business decisions and strengthen client engagement and retention.
For some reason when I hear the term big data, the show “Hoarders” instantly comes to mind. But, we’re not talking about houses or apartments full of stuff. We are talking about the critical information we collect about our
Let’s first start off with the most basic definition of predictive analytics as it relates to CRM. Rarely do we refer to Wikipedia for reference material in any published article on our CRM Insights Blog. However, given the nature of our topic this week and the great example referencing CRM, Wiki offers an excellent prelude into our topic of interest: predictive analytics.
If you’re a Salesforce power user or a System Administrator, you’ve likely found yourself in the position of having to import or export data at one time or another. Whether you’re importing new marketing leads, exporting data for advanced reporting or updating account and contact information, it doesn’t need to be difficult. The Jitterbit Data Loader for Salesforce provides an easy and functional tool for doing just this… and it’s FREE (Who doesn’t love free?!).