1. All collaborative articles
  2. CRM Databases

CRM Databases

How do you obtain and document customer consent for CRM data collection and processing?

39 contributions 1 month ago

Learn how to obtain and document customer consent for CRM data collection and processing, and why it is important for data privacy compliance and audit.

CRM Databases

What are the key CRM data standards and frameworks that you follow or recommend?

29 contributions 1 month ago

Learn how to ensure the quality, consistency, and usability of your CRM data with these key CRM data standards and frameworks.

CRM Databases

What are the benefits and risks of using a VPN to connect to your CRM database remotely?

22 contributions 1 week ago

Learn how a VPN can enhance or compromise your CRM data security and privacy when you connect remotely, and what best practices to follow.

CRM Databases

How do you tailor your CRM data storytelling to different channels and platforms?

32 contributions 3 months ago

Learn how to use data from your CRM system to create compelling narratives for different channels and platforms, such as email, social media, webinars, or podcasts.

CRM Databases

How do you foster a culture of CRM data security among your remote staff?

17 contributions 2 weeks ago

Learn how to foster a culture of CRM data security among your remote staff with these six tips on policies, collaboration, support, monitoring, recognition, and…

CRM Databases

How do you design and execute CRM database test cases and scenarios?

15 contributions 3 weeks ago

Learn how to design and execute effective CRM database test cases and scenarios in six steps. Improve your CRM database quality and performance.

CRM Databases

How do you automate and schedule your CRM data backup in the cloud?

12 contributions

Learn how to use common tools and best practices to backup your CRM data in the cloud. Find out how to choose a cloud service, export your data, automate and…

CRM Databases

How do you align your CRM communication with your brand voice and values?

14 contributions 2 months ago

Learn how to choose, customize, and optimize your CRM platform to communicate with your audience in a way that reflects your brand voice and values.

CRM Databases

How do you keep your CRM data storytelling fresh and engaging?

25 contributions 1 month ago

Learn how to use your CRM database to create and share compelling stories that inform, persuade, and inspire your audience with these tips.

CRM Databases

How do you define your CRM goals and requirements?

38 contributions 2 months ago

Learn six steps to clarify your CRM vision, needs, features, budget, requirements, and expectations before evaluating CRM vendors.

CRM Databases

How do you use CRM surveys to identify and address customer pain points?

16 contributions 1 month ago

Learn how to use CRM surveys to collect feedback from your customers and solve their problems or frustrations. Improve customer satisfaction, loyalty, and retention…

CRM Databases

What are the security and privacy risks of backing up your CRM data in the cloud?

16 contributions 3 weeks ago

Learn about the security and privacy risks of backing up your CRM data in the cloud, and how to protect your customer information from breaches, loss, compliance…

CRM Databases

What are the best practices for designing CRM-based survey questions?

18 contributions 1 month ago

Learn best practices for creating effective survey questions that align with your CRM goals and get customer feedback.

CRM Databases