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Customer Journey im CRM messbar machen: Touchpoints, KPIs und „Next Best Action“

Making the customer journey measurable in CRM: Touchpoints, KPIs, and “Next Best Action”

06.03.2026 No Comments

Many teams have CRM data, but no measurable customer journey. This article shows how to define touchpoints, select KPIs for each phase, and build a next-best-action logic. With SugarCRM dashboards, workflows, and a practical example from an agile implementation. Plus statistics, 10 KPI ideas, and a checklist for immediate implementation, so that sales, marketing, and service can act and prioritize based on data.

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CRM-Workflows für Vertrieb & Service: 12 Automationen, die wirklich helfen

CRM workflows for sales & service: 12 automations that really help

06.03.2026 No Comments

Workflows turn CRM data into real processes. We show 12 automations for sales and service that really help in everyday life: Lead routing, response time SLAs, follow-up on offers, stage gates, case triage, SLA escalation, and onboarding tasks. Including statistics, tables, and checklists, as well as a practical example of an agile phased introduction – for less rework, more transparency, and better closing and service quality with clear accountability within the team.

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Lösung für CRM & E-Mail-Chaos: Saubere Kommunikation, Tracking und Vorlagen – alles mit Outlook/Google im Griff

Solution for CRM & Email Chaos: Clean Communication, Tracking, and Templates – All Under Control with Outlook/Google

05.03.2026 No Comments

Emails, appointments, and agreements often get stuck in inboxes instead of in the CRM. This article shows how sales and service can create transparency with clear logging rules, templates, workflows, and KPI tracking. We explain how Sugar Connect seamlessly integrates with Google Workspace or Office 365 – and provide practical examples, statistics, tables, and checklists for immediate implementation to reduce chaos and make better decisions.

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