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Paul CaldwellPaul Caldwell 


Hello, I was wondering if anyone has experience with both BI and CRM systems. Which platform would you recommend for a mid-size business? They have some similar features and we are in the process of choosing which one to go with. Thank you all!
Paul Sciandra 1Paul Sciandra 1
Hi, I guess you are looking at the problem from a different angle. CRMs and BI software were built for completely different purposes. So, the platform of your choice should meet your business challenges.
“BI was built from a need to obtain strategic intelligence from fields of data in order to inform business decisions.”
“CRMs were developed with a customer-centric approach. The platform serves a need to execute almost every part of the customer experience in a more efficient and time-conserving manner. CRM uses data, not to project broad business performance, but rather to help in retaining loyal customers and attracting new.”
Features are not something that you should be looking at, since you can always customize platform to your needs. However, the general business functionality of the platform is crucial.
I hope that help in your choice!