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Education
BREAKOUT | MONDAY, 4:00 - 5:00 PM PDT
Data Mirrors Culture: Behind Every Metric Is a Human
CRM failures and bad data are rarely technology problems. They are people and culture problems. This session explores how human behavior, shared expectations, and firm-wide data culture drive the success of CRM systems and the quality of business intelligence. Through a real-world firm story, participants will learn how shifting from blame to curiosity, creating a shared language of data, and clearly defining data ownership transformed messy records into trustworthy insights. Attendees will leave with practical first steps to audit their firm’s data culture, assign clear data roles, and build habits that support transparency, accountability, and reliable marketing and business development data.
Learner outcomes
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Audit your firm’s data culture to identify which processes, communications, and attitudes are leading to bad data and CRM failures.
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Center CRM and data efforts around the people in your firm by assigning data roles, introducing the shared language of data, and replacing punitive measures with positivity and curiosity.
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Conduct training and create clear, effective communication to build a healthy data culture founded on transparency, accountability, and empathy.