Companies have been using CRM tools for years in order to follow customers’ demands and align with sales and marketing teams’ needs. With the constant digital evolutions, companies can take advantage of the new technologies and integrations in order to deliver the best experiences and optimize results.
Nov 26, 2018

Using CRM data properly allows companies to increase revenue, satisfaction, loyalty and retention rates.

The key to unlock the value of your CRM Data is to have a:

Data-driven approach – The key to unlock your hidden treasure

If your company uses a CRM tool, the best news is that you already own all the information needed, the trick here is finding a visual, clear and organized way to access this knowledge by unlocking the value stored deep in your CRM data to forge long-term business relationships and add recurring revenue.

Of course, it is important to have as much data as possible about customers, products and revenues in your CRM, but this information will never be useful or bring value to your business if you don’t define which type of data, metrics and KPIs you need to follow-up on regular basis. It is also crucial to organize this data in macro (global) and micro (segmented and detailing) views, this will result in a well-structured Dashboard. 

Once your data is organized, it will be easier for your sales teams to adopt a data-driven approach.  They will be able to view, analyze, associate and incorporate this information in their Cycle Plans and daily work. This brings us to our next topic.

Learn which are the most important KPIs and metrics for Pharma & Healthcare in an interactive Demo, or subscribe for a 30-day free trial to experience insights with your own CRM data.

Personalization - The best solution for all, may not be the best solution for your Business...Yet!

Each case is unique and has several variables. It could take an initial big effort to truly explore your data and understand the most valuable information for your business. The same happens in defining and personalizing your CRM structure.  However, here is the best second-best news of the day - there are common guidelines that can be applied in each industry - especially in Pharma & Healthcare.

A personalized CRM data-based approach can improve from 2 to 3 times more deals then cookie-based methods, and this is the reason your company should consider the integration of solutions to your CRM as this will allow and leverage the personalized approach specific to your industry, and to your business.


In conclusion, this is all you need to empower your sales team with the right tools: