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Lost in the CRM forest?

Sales 2.0

I had a conversation this week with a business owner about how to improve their CRM data. It’s not that this business needs more data in its CRM or is missing an important prospect list. The CRM in question has plenty of contacts and accounts–think nearly a hundred thousand contacts. Pipeline First things first.

CRM 195
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Customizing Nimble CRM for the Signage Industry [Video]

Adaptive Business Services

One of the nicest things about Nimble CRM is that it can be highly customized in order to meet your specific needs including as a Signage CRM …. Up to 1,000 custom data fields in a wide range of field formats. Customized pipelines with deal stages including the maximum number of days in each stage.

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Should I Use an Industrial-Specific CRM or a General-Purpose One?

Nutshell

You’re probably aware that your business needs a customer relationship management (CRM) platform. It’s an essential tool for gathering, storing, organizing, and analyzing data about your customers, which allows you to reoptimize your marketing and sales efforts to better reach prospects. What is an industrial-specific CRM?

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Should I Use a Financial Services-specific CRM?

Nutshell

When you offer financial services, your business often has industry-specific challenges that other industries may not relate to. But does that mean you should use a financial services-specific CRM over a general-purpose one? Advantages of financial services-specific CRM What is a general-purpose CRM?

CRM 71
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7 Must-Have Automated Documents for Sales Success

Companies are increasingly implementing technology to bring efficiency to their workforce. Data accessibility aside, teams continuously struggle with manual processes for document generation. Learn why automating your documents is key to sales success.

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Role Of CRM In Travel And Tourism Industry

Apptivo

The development in science and technology gave rise to a distinct travel and tourism industry. The travel and tourism industry is a developing industry. The development of new transports has extended the capabilities of the travel industry. and understand the benefits of a travel CRM. Evolution Of Travel Industry.

Tourism 97
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Why building a custom CRM is almost always a bad idea

Nutshell

If your company has a unique sales process or sells a variety of products and services, it can be tempting to build a CRM from scratch. In this article, we’ll dig into the nitty-gritty surrounding homegrown CRMs, including what a custom CRM is and the potential benefits and drawbacks of building your own.

CRM 127
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How to Overcome the Pain Points of Your CRM

It’s no secret, only 13% of salespeople are satisfied with their CRM. The promise of a CRM ( customer relationship management ) led organizations to believe each could digitally transform its businesses through tracking touchpoints throughout the buyer’s journey. The result?

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In the Race to Win More Customers, Sales Needs Digital Transformation

Salesforce users were surveyed about the forces shaping today's workplace. Discover the results and why investments in digital transformation and automation are pushing sales teams ahead.