How To Report

Define The Right Metrics For Tracking CRM Success

The Best Metrics Balance Business Strategy With Operational Performance

July 27th, 2023
Kate Leggett, VP, Principal Analyst
Kate Leggett VP, Principal Analyst
With contributors:
Linda Ivy-Rosser , Hannah Murphy

Summary

Defining the right metrics to track success and prompt next best and corrective actions is a critical best practice for getting more value out of CRM initiatives. This report describes a five-step process for CRM leaders to define the right CRM metrics, providing more than 70 examples of specific measures to help you track success.

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