Book Image

The Art of CRM

By : Max Fatouretchi
Book Image

The Art of CRM

By: Max Fatouretchi

Overview of this book

CRM systems have delivered huge value to organizations. This book shares proven and cutting-edge techniques to increase the power of CRM even further. In The Art of CRM, Max Fatouretchi shares his decades of experience building successful CRM systems that make a real difference to business performance. Through clear processes, actionable advice, and informative case studies, The Art of CRM teaches you to design successful CRM systems for your clients. Fatouretchi, founder of Academy4CRM institute, draws on his experience over 20 years and 200 CRM implementations worldwide. Bringing CRM bang up to date, The Art of CRM shows how to add AI and machine learning, ensure compliance with GDPR, and choose between on-premise, cloud, and hybrid hosting solutions. If you’re looking for an expert guide to real-world CRM implementations, this book is for you.
Table of Contents (15 chapters)
The Art of CRM
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This chapter has introduced you to some high-level solution design concepts for a GDPR implementation framework using a CRM platform. It's important to remember that the advice given in this chapter is not from a legal perspective. However, it will give you awareness of the impacts the regulation can have and how the use of CRM can ease the pain of compliance.

This chapter's sole purpose is to demonstrate to you how to implement a regulatory compliance solution such as GDPR on top of your CRM platform. As highlighted earlier, compliance with GDPR, or other regulatory rules, is not only a matter of implementing a software solution but also of managing people, processes, and organizational measures.

In my view, CRM is the best place to implement the framework that is needed for most regulatory compliances, particularly when it comes to protecting customers. Regulatory frameworks typically have three main pillars: processes, collaboration, and reporting, which are provided by CRM platforms...