Customer Management In The Relationship Era Report

In the Relationship Era, customer relationships (and the way we manage them) have fundamentally changed. What was once a  one-­time transaction between a business and a single buyer has evolved into long-­term and mutually rewarding partnerships between teams and their customers.

In May 2018, we surveyed 1,059 business professionals to discover how they work together to build lasting customer relationships. Download our new research report, The State of Customer Management in the Relationship Era, to discover what we found.

WHAT'S INSIDE:

  • Top objectives businesses are prioritizing in 2019
  • Top teams involved in building customer relationships
  • Top customer communication and collaboration channels
  • Top challenges with customer relationship management
  • Top integrations for maximizing team productivity
  • And so much more!

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ROI Survey ­Impact of CRM in the Relationship Era Infographic

In the Relationship Era, CRM is now impacting businesses and teams like never before. Yes, that means even marketing & customer success teams are using CRM now. We surveyed our customers to discover how they are leveraging their CRM to work together and build lasting customer relationships. We crunched the numbers and broke down the diverse ways in which CRM's are improving collaboration, productivity and much more.

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ROI Survey ­ Impact of CRM in the Relationship Era ebook

In the Relationship Era, CRM is impacting businesses and teams like never before. (Yes, even Marketing and Customer Success teams are using CRM now.). We surveyed our customers and crunched some numbers to find out how they're using CRM to collaborate CRM to collaborate and build lasting customer relationships.

Find out:

  • The 4 perks of CRM that only some teams know about
  • One of the biggest time-­wasters for Sales teams
  • The differences between teams that use CRMs and teams that don't
  • And more...

Don't get left behind in  mediocre CRM-­land. Download the ebook for free.

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GDPR Impact Series 2018

2018 sees the long-awaited General Data Protection Regulation (GDPR) enter into enforcement starting May 25th. It is a once-in-a-lifetime change to the legal basis on which individuals share their data with organizations.

Research company DataIQ recently examined how consumers expect their data to be used and whether they intend to exercise their new rights, as well as into what organizations intend to do to bring their data-driven practices into line with the Regulations. Download the report now to:

  • Understand the consumer perspective on data collection, consent, context, and control
  • Learn key strategies for the business/marketer’s processes, top opportunities, and challenges in adjusting to the new Regulation
  • Identify any mis-alignments between the two sides’ views of the data exchange and their root causes

Whether you view data as the new oil or as the beginning of the fourth industrial revolution, its relevance in today’s world is hard to deny. By laying the groundwork now, businesses will be able to embrace the opportunities presented by GDPR, and this research takes us one step closer to a more comprehensive understanding of how to truly put the customer and their expectations at the center of everything a brand does.

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Customer Data Platforms: How They Work, What They Solve & Why Everyone Needs To Use One

Today’s customers have been trained by Amazon, Netflix, Spotify and many others to expect personalized experiences and have little tolerance for firms that do it poorly. Quality data is needed to fuel the technologies that power personalization, but assembling that quality data can be hard.

Enter the Customer Data Platform (CDP). As defined by the Customer Data Platform Institute, a CDP is a marketer-managed system that builds a unified and persistent customer database that is accessible to other systems. While they are promising to be faster, easier, cheaper and more flexible than previous solutions – even the most savviest of martech professionals aren’t fully understanding their benefits, capabilities and integration abilities.

View this report today to learn the:

  • 3 main functions of a CDP
  • 8 advantages of using a CDP to assemble customer data
  • 8 common questions about CDPs and their answers
  • Key ways to select and budget for a CDP and more!

Download a copy of the CDP Institute’s report, “Customer Data Platforms: How They Work, What They Solve & Why Everyone Needs to Use One” today.

Get Whitepaper

Customer Data Platforms: How They Work, What They Solve & Why Everyone Needs To Use One

Today’s customers have been trained by Amazon, Netflix, Spotify and many others to expect personalized experiences and have little tolerance for firms that do it poorly. Quality data is needed to fuel the technologies that power personalization, but assembling that quality data can be hard.

Enter the Customer Data Platform (CDP). As defined by the Customer Data Platform Institute, a CDP is a marketer-managed system that builds a unified and persistent customer database that is accessible to other systems. While they are promising to be faster, easier, cheaper and more flexible than previous solutions – even the most savviest of martech professionals aren’t fully understanding their benefits, capabilities and integration abilities.

View this report today to learn the:

  • 3 main functions of a CDP
  • 8 advantages of using a CDP to assemble customer data
  • 8 common questions about CDPs and their answers
  • Key ways to select and budget for a CDP and more!

Download a copy of the CDP Institute’s report, “Customer Data Platforms: How They Work, What They Solve & Why Everyone Needs to Use One” today.

Get Whitepaper

GDPR Impact Series 2018

2018 sees the long-awaited General Data Protection Regulation (GDPR) enter into enforcement starting May 25th. It is a once-in-a-lifetime change to the legal basis on which individuals share their data with organizations.

Research company DataIQ recently examined how consumers expect their data to be used and whether they intend to exercise their new rights, as well as into what organizations intend to do to bring their data-driven practices into line with the Regulations. Download the report now to:

  • Understand the consumer perspective on data collection, consent, context, and control
  • Learn key strategies for the business/marketer’s processes, top opportunities, and challenges in adjusting to the new Regulation
  • Identify any mis-alignments between the two sides’ views of the data exchange and their root causes

Whether you view data as the new oil or as the beginning of the fourth industrial revolution, its relevance in today’s world is hard to deny. By laying the groundwork now, businesses will be able to embrace the opportunities presented by GDPR, and this research takes us one step closer to a more comprehensive understanding of how to truly put the customer and their expectations at the center of everything a brand does.

Get Whitepaper

Dynamo Software Company Overview

Dynamo Software offers an industry-tailored, highly configurable platform that solves challenges across the private investment landscape for GPs, LPs and related industry participants. The Dynamo™ platform automates workflows and data management and improves the productivity of fundraising, deal management, research and due diligence, investor servicing, portfolio management, and compliance teams worldwide.

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Dynamo Software Best Practices for Deal Management

Deal-flow is the lifeblood of private equity, venture capital, and real estate investment firms. The sourcing and acquisition process requires an extraordinary amount of time and effort. Deal management software helps you keep up. Having helped alternative investment firms streamline their deal management processes for two decades, Dynamo Software has compiled the following 10 best practices for deal management software. By incorporating these best practices, investment professionals enable their firms to source and close more profitable deals.

Get Whitepaper

GDPR Impact Series 2018

2018 sees the long-awaited General Data Protection Regulation (GDPR) enter into enforcement starting May 25th. It is a once-in-a-lifetime change to the legal basis on which individuals share their data with organizations.

Research company DataIQ recently examined how consumers expect their data to be used and whether they intend to exercise their new rights, as well as into what organizations intend to do to bring their data-driven practices into line with the Regulations. Download the report now to:

  • Understand the consumer perspective on data collection, consent, context, and control
  • Learn key strategies for the business/marketer’s processes, top opportunities, and challenges in adjusting to the new Regulation
  • Identify any mis-alignments between the two sides’ views of the data exchange and their root causes

Whether you view data as the new oil or as the beginning of the fourth industrial revolution, its relevance in today’s world is hard to deny. By laying the groundwork now, businesses will be able to embrace the opportunities presented by GDPR, and this research takes us one step closer to a more comprehensive understanding of how to truly put the customer and their expectations at the center of everything a brand does.

Get Whitepaper

GDPR Impact Series 2018

2018 sees the long-awaited General Data Protection Regulation (GDPR) enter into enforcement starting May 25th. It is a once-in-a-lifetime change to the legal basis on which individuals share their data with organizations.

Research company DataIQ recently examined how consumers expect their data to be used and whether they intend to exercise their new rights, as well as into what organizations intend to do to bring their data-driven practices into line with the Regulations. Download the report now to:

  • Understand the consumer perspective on data collection, consent, context, and control
  • Learn key strategies for the business/marketer’s processes, top opportunities, and challenges in adjusting to the new Regulation
  • Identify any mis-alignments between the two sides’ views of the data exchange and their root causes

Whether you view data as the new oil or as the beginning of the fourth industrial revolution, its relevance in today’s world is hard to deny. By laying the groundwork now, businesses will be able to embrace the opportunities presented by GDPR, and this research takes us one step closer to a more comprehensive understanding of how to truly put the customer and their expectations at the center of everything a brand does.

Get Whitepaper

Customer Data Platforms: How They Work, What They Solve & Why Everyone Needs To Use One

Today’s customers have been trained by Amazon, Netflix, Spotify and many others to expect personalized experiences and have little tolerance for firms that do it poorly. Quality data is needed to fuel the technologies that power personalization, but assembling that quality data can be hard.

Enter the Customer Data Platform (CDP). As defined by the Customer Data Platform Institute, a CDP is a marketer-managed system that builds a unified and persistent customer database that is accessible to other systems. While they are promising to be faster, easier, cheaper and more flexible than previous solutions – even the most savviest of martech professionals aren’t fully understanding their benefits, capabilities and integration abilities.

View this report today to learn the:

  • 3 main functions of a CDP
  • 8 advantages of using a CDP to assemble customer data
  • 8 common questions about CDPs and their answers
  • Key ways to select and budget for a CDP and more!

Download a copy of the CDP Institute’s report, “Customer Data Platforms: How They Work, What They Solve & Why Everyone Needs to Use One” today.

Get Whitepaper

Customer Data Platforms: How They Work, What They Solve & Why Everyone Needs To Use One

Today’s customers have been trained by Amazon, Netflix, Spotify and many others to expect personalized experiences and have little tolerance for firms that do it poorly. Quality data is needed to fuel the technologies that power personalization, but assembling that quality data can be hard.

Enter the Customer Data Platform (CDP). As defined by the Customer Data Platform Institute, a CDP is a marketer-managed system that builds a unified and persistent customer database that is accessible to other systems. While they are promising to be faster, easier, cheaper and more flexible than previous solutions – even the most savviest of martech professionals aren’t fully understanding their benefits, capabilities and integration abilities.

View this report today to learn the:

  • 3 main functions of a CDP
  • 8 advantages of using a CDP to assemble customer data
  • 8 common questions about CDPs and their answers
  • Key ways to select and budget for a CDP and more!

Download a copy of the CDP Institute’s report, “Customer Data Platforms: How They Work, What They Solve & Why Everyone Needs to Use One” today.

Get Whitepaper