EP 23: CRITICAL FOUNDATIONS: TACKLING A CUSTOMER MATERING PROGRAM
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We’re excited to give a warm welcome back to Cheryl Leary, Senior Director of Global Sales. She’s an expert in Sales Operations with a focus on CRM, CPQ, and ERP Processes and Tool Transformation. She returns to the Revenue Optimists to talk with David Nelson about:
- What is a customer mastering program and how do you start it?
- How to stress test and align customer data across go-to-market teams
- The most common goals, exceptions, and pitfalls to watch out for
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KNOW CHERYL
Cheryl Leary is the Senior Director of Global Sales Operations at Dynatrace. She’s a leader in the SalesOps space with a focus on CRM, CPQ, and ERP Process and Tool Transformation. Before joining Dynatrace, she spent five years at HP, where she was the Manager of the North America CPQ Capabilities and Operations Team.
Customer master data helps companies paint a centralized, consistent image of their customer. But according to Cheryl Leary, Senior Director of Global Sales Operations at Dynatrace, it’s one of the most difficult things for a company to do correctly. That’s because it’s a moving target and it looks different for every company and at different points of the sales cycle.
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