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Dec. 14, 2021


PREDICTIVE ANALYTICS IN CRM WITH LESLIE PAGE

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Season 1

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 * Show Notes

In this episode, Paige Johnson and Sanjeev Kumar talk with Leslie Page, a
business analyst at Skience.

Leslie has been in the CRM world since 1998. She started her career as a subject
expert for ACT Migration, worked for Siebel, and then did proposal writing for
Oracle. Leslie has witnessed how CRM has evolved and how it has made a huge
difference in organizations.

Leslie talks with Paige and Sanjeev about the No. 1 killer of tech adoption, the
impact of CRM and other tools in firms, and the future of CRM and predictive
analytics.

[27:20] - "CRM is not meant initially to be at least sexy. You start once you
have the maturity and the adoption of being able to use the predictive side so
that you can guide your people. The organizations should be working on the most
important things. It’s really exciting for our users—they see it as a
game-changer.” ~ Leslie Page




Main Takeaways 

 * [06:49] - A lot of firms are still stuck with manual processes. Deciding on
   the tech stack takes a lot more time than the implementation for some firms.
   They recognize the possibilities of automation, but they have a difficult
   time adopting it.
 * [10:24] - It's easy to find and introduce a solution when everything's
   aligned from top to bottom, and vice versa.
 * [15:53] - The top killers of adoption are inefficient data consolidation,
   disorganized organizational change management, and abrupt product
   implementation.
 * [25:07] - Effective data governance is vital. Without a single source for all
   systems, data inconsistencies are likely.
 * [26:35] - The future is bright for CRM. There will be a focus on predictive
   analytics, and being able to extend that valuable information to other
   systems.




Links

 * Leslie Page on LinkedIn
 * Skience
 * Siebel CRM
 * Salesforce
 * Accenture
 * Sales Cloud Einstein
 * Tableau




Connect with our hosts

 * Paige Johnson
 * Sanjeev Kumar
 * Skience




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CRM Unlocked

CRM Unlocked is your guide to maximizing the potential of your CRM. Learn how to
solve the most challenging aspects of technology-driven digital transformation
and unlock the leading strategies of the world’s most successful financial
firms. Brought to you by Skience.

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