Checkpoints on the CRM roadmap

Nucleus interviewed users across various industries, and found data integration between sales, service, and marketing leads to increased cost savings and productivity gains. Nucleus developed a CRM roadmap to guide organizations looking to expand the functionality of their CRM with real-time analytics and smart capabilities. The roadmap outlines key capabilities unlocked at each stage, and establishes the foundation required before advancing. As organizations progress along the roadmap, they should establish an organization-wide common data model, implement rules-based optimization before investing in AI capabilities, and strive to upskill employees throughout the maturity process.