How to Create Process Out of CRM Chaos

Phil Hill  • Associate Manager, Retention Marketing

Process improvements can always be made —whether you’re building a new CRM program, joining an existing one, or finding yourself bogged down in the daily routine of a program that you’ve used for years. But how do you pinpoint the CRM processes that need review? And how do you prioritize the need-to-haves versus the nice-to-haves? This session will dig into exactly what you need to improve efficiency and decrease service-level agreements (SLAs). Discover tips and tricks for making smart process adjustments that increase or maintain your program’s output quality.