Finance's Complete Guide to CRM Hygiene
Download this guide to learn where CRM setup can go wrong, the five universal rules of CRM hygiene, and how clean revenue data unlocks strategic insights.
The sooner you build CRM hygiene into the DNA of your organization, the better off you’ll be — not just in finance, but across the business as a whole. Our newest ebook explores our best insights into turning CRM chaos into clean revenue data.
Access the ebook to learn:
- Mosaic’s top five rules of CRM hygiene for finance
- The strategic value of a clean CRM setup
- Three financial dashboards you can unlock with a clean CRM
Better Together: NetSuite + Mosaic
You have more options than ever before to build out your finance tech stack. But with so much overlap between tools, it can be tough to understand the differences between them — and the value of bringing them together. Here, we dive into why NetSuite and Mosaic, in particular, are better together.
The Anatomy of a Strategic Finance Function
Finance is expected to be a partner in strategic decision making. But it’s hard to break the mold of backward-looking reporting. Learn how to propel your business forward with the CFO's Guide to Creating a Forward-Looking Operation.