CRM DAILY — YOUR DAILY CRM & GTM INTELLIGENCE
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// CRM_STOCKS_LIVE
// CRM_BY_INDUSTRY

CRM isn't one-size-fits-all

24 industries, each with a different reason a CRM earns its keep. Find yours below.

01

Manufacturing

Where the sales conversation meets the shop floor

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02

Healthcare

Care coordination with a compliance layer built in

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03

Real Estate

A memory system disguised as software

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04

Consulting

The client relationship is the whole business

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05

Insurance

Automating the paperwork stack carriers run on

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06

eCommerce

Turning anonymous traffic into people worth marketing to

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07

Construction

One system instead of a shared drive full of spreadsheets

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08

Higher Education

One relationship, from first inquiry to alumni giving

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09

Small Businesses

Often the cheapest hire a small team ever makes

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10

SaaS Companies

Built for recurring revenue, not one-time sales

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11

Nonprofits

Pipeline discipline, applied to donors and volunteers

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12

Retail

Purchase history as the input for every future offer

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13

Financial Service

Compliance and personalization, not in tension

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14

Credit Unions

Members to grow, not just accounts to service

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15

Mortgage

Dozens of files, each at a different stage

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16

Pharma

Relationship tracking under real regulatory scrutiny

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17

Banking

One customer, one view, across every product

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18

Wealth Management

The relationship is the asset

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19

Jewellery Businesses

Remembering the customer between infrequent visits

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20

Events

Before, during and after, without dropped threads

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21

Calendar & Scheduling

Removing the five-email dance of booking a meeting

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22

Warehouse Management

Inventory and the customer record, finally in sync

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23

RevOps Management

One pipeline, not three competing spreadsheets

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24

Moving Off Salesforce

Migrating without losing years of data

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