CRM maintenance rethought: Intelligent data flow with data mapping

CRM maintenance is the bottleneck in many companies. Data is often not entered at all, incomplete or incorrect. If you are responsible for sales or CRM in your company, you know the problem!

Incomplete data, duplicate entries, outdated customer information - and sales teams who spend their time on admin tasks instead of customers. Knowledge from customer interactions gets stuck in emails or in people's heads.

But what if CRM data could be maintained automatically - while your sales teams are working? That's exactly what Linkando's data mapping function makes possible - in conjunction with our digital sales guides.

The digital sales guide as a data hub

Modern sales teams use a variety of digital tools: CRM systems, Zoom, LinkedIn, email, service desks, call notes - often fragmented and without a clear link.

Linkando brings order to this chaos. Digital sales guides accompany your sales staff throughout the entire sales cycle - from initial contact to closing the deal. The guide is embedded directly in the sales tools and guides salespeople through all phases of the sales process in a structured manner.

This creates a real treasure trove of data:

• Actively recorded when employees complete fields in the guide
• Passively tracked, e.g. through call notes, interactions or status changes

Automatic data mapping - CRM maintenance without additional effort

With Linkando's data mapping function, this data is automatically synchronized with your CRM:

• Relevant information from the guide lands directly in the appropriate CRM fields
• No more error-prone manual CRM maintenance
• No more forgetting - all data is reliably transferred
• Saves time, increases data quality and relieves the sales department

Data mapping is also one of the advantages of playbook software such as Linkando compared to CRM-internal playbooks. This is because Linkando synchronizes the data from all sales tools across the entire sales cycle - and not just the data in the CRM.

And the best thing is that it also works in the other direction.

Example: Linkando Playbooks field mapping on SmartWe CRM

Intelligent data flow - also from CRM to customer interactions

Your CRM contains valuable information on customer interactions, contract statuses or contact histories. With data mapping, you can automatically import this data into the sales guide - exactly when your sales employees need it:

• A condensed customer profile appears in the guide during the Zoom call
• No more manual research - all information is available immediately
• This makes every customer interaction more relevant, efficient and professional - from sales to customer service

CRM maintenance becomes a minor matter - sales becomes the main thing again

With Linkando, CRM is no longer perceived as a burden, but as the intelligent, automated backbone of sales.

• Less manual work
• Better data quality
• Efficient collaboration between Sales, CRM and Service

➡️ Would you like to see how this works in practice? We would be happy to show you how you can simplify, accelerate and scale your sales process with digital sales guidelines and data mapping.

Simply send us a message or make an appointment directly at: www.linkando.com/playbooks