Businesses often encounter challenges in configuring their customer relationship management (CRM) platforms, whether because of requirements specific to their organization or industry or a lack of institutional technical knowledge. In the worst case, the consequences can be severe. A 2021 survey from CRM software vendor SugarCRM found that 50% of companies don’t know how to access customer data across their marketing, sales, and service systems, while 53% said the administrative burdens of their CRM software cause friction for their sales team.
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