Exchanges with Hitachi Solutions — The Podcast
We are Hitachi Solutions. A global, Microsoft systems integrator delivering end-to-end business transformation through advisory services, industry and technology expertise; delivering with implementation excellence. Join us as our team shares how we’re working with customers just like you — delivering outcomes, tackling challenges, and leveraging technology to accelerate their business modernization initiatives.
Exchanges with Hitachi Solutions — The Podcast
Invisible CRM: Empowering Sales with People, Process & Data
In this episode of the Exchanges podcast, hosts Adam Piercy and Jonathan Yundt discuss the concept of Invisible CRM and how it can revolutionize the way businesses approach customer relationship management. They dive into the methodology behind Invisible CRM, focusing on understanding people, processes, and data before diving into technology.
Adam and Jonathan discuss the importance of defining personas, uncovering hidden processes, and ensuring quality data to drive successful CRM implementations - emphasizing the need for meeting users where they work and delivering information in the most effective way.
Key takeaways from this episode include:
- Adopt a mindset of understanding people, processes, and data before implementing technology.
- Meet users where they work by surfacing information when, where, and how they need it.
- Focus on extensibility rather than customization to leverage the full potential of CRM platforms.
global.hitachi-solutions.com
Adam Piercy, Microsoft Dynamics Sales Capabilities Lead, Hitachi Solutions
Host
Brad Koontz, Hitachi Solutions VP of Industry Solution Sales
Host
Dave Horstein, Hitachi Solutions Advisory Senior Director
Host
Hannah Story
Host
Jeffrey Lipkowitz
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Joel Lindstrom, Senior Director — Low Code, Hitachi Solutions Tech Hub of Rapid Solution Development
Host
Jonathan Yundt, Regulated Industry Director, Hitachi Solutions
Host
Keith Shoulders, Scrum Master Team Lead, Hitachi Solutions Project Services
Host
Leah Quartano Bowling, Hitachi Solutions VP, Insurance & Healthcare
Co-host