Decide the timing of your approach

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To prevent the above and ensure successful integration, be sure to check "specifically, how and how smoothly the integration can be done" based on the documentation and explanations from the system administrator. If necessary, perform data cleansing after integration. In order to link different systems together, the following situations may occur: Duplicate customer information is being registered Customer status changes are not reflected in real time Data with different input rules (uppercase or lowercase, half-width or full-width) is not properly integrated.


If the above happens, there may be gaps in paraguay telegram database information sharing, which could lead to situations such as "approaching the same customer" or "approaching new customers with measures intended for potential customers." This is not desirable from the perspective of "providing an approach tailored to the customer," so data cleansing, including name matching , should be carried out. For more information about data cleansing, see the following articles: The Importance of Data Cleansing in CRM The Importance of Data Cleansing in CRM If you want to further strengthen your business activities, consider collaborating with "SFA" If you want to further strengthen your business activities, consider collaborating with "SFA" In this way, by using MA and CRM systems appropriately, you can take appropriate approaches to customers in different phases.


In order to get customers to choose your company amid diversifying needs and a large number of competing services, it is essential to use such systems to "implement an approach that is more tailored to the customer." If you want to achieve more effective customer follow-up, consider linking it with "SFA." SFA is a system operated with the aim of streamlining the sales process. The following "functions specialized for supporting sales activities" are included.