CRM and Sales Technology Architecture Questions
Design and optimization of CRM and sales operations technology, treating the CRM as the operational backbone of revenue teams. Topics include CRM data model design, lead and opportunity management, activity tracking, account structure, forecasting and reporting, customization versus configuration, integrations with engagement, telephony, revenue operations tooling, analytics and warehouses, and governance. Consider operational processes, scaling, permissioning, data quality, and how CRM architecture supports sales motions and metrics.
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