In this webinar, we covered:
- The engagement signals your CRM is probably missing entirely
- Why CRM and email platform data drift apart
- How to build one source of truth without changing your CRM
The engagement signals your CRM is probably missing entirely
This video highlights the importance of tracking advanced investor engagement signals within a CRM; especially converting ‘unknown unknowns’ into actionable data.
Failure to do so risks missed opportunities to follow up on warm leads and being blindsided by investor redemptions because of unmonitored changes in behaviour.
Why CRM and email platform data drift apart
This video discusses the common failure point of CRM systems caused by disconnected data between CRM, email, and marketing automation platforms.
This lack of reconciliation often leads to a “valley of despair” where users lose trust in the CRM and revert to using local Excel spreadsheets, causing late follow-ups and inefficient processes.
How to build one source of truth without changing your CRM
This video explains how asset managers and hedge funds can create a single source of truth for investor data without migrating their existing CRM.
The discussion covers various alternative methods for data integration, such as manual exports, custom API builds, automation tools like Zapier, and data lakes.
Claude finished the response
