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How CRM Software Impacts Customer Engagement

Nutshell

It’s easy to assume that once you’ve turned someone into a customer, your work is done. To keep them a customer, you must continue to engage them. For that reason, you’ll want to measure customer engagement continuously. In that case, you could reoptimize your email campaigns through your CRM. Why segment your customers?

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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.

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3 Ways CRM Software Improves Sales Pipelines

Pipeliner

Sales pipelines are used to aggregate the progress of potential customers all through the sales life cycle. They are usually visually represented in CRM software so sales team members can easily keep track of the deals that are in the pipeline at any time. A sales pipeline is a collection of potential customers for a business.

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Should I Use a Financial Services-specific CRM?

Nutshell

But does that mean you should use a financial services-specific CRM over a general-purpose one? Read on to learn the differences between CRMs for financial services companies and general-purpose CRMs and which one would work best for you! Advantages of financial services-specific CRM What is a general-purpose CRM?

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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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Software for Startups: What’s Your Tech Stack?

Nutshell

But nowadays, with modern software for startups, getting your small business off the ground is easier than ever. Whether you want to sell or scale your business, here are the software tools to make a productive tech stack for your startup. Read on to learn more about each type of startup software. Of course you do.)

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We Need To Put the ‘Customer’ Back in CRM

Sales and Marketing Management

Customer relationship management (CRM) software is critical to how companies market to, sell to and service their customers, but it’s inherently an internal tool focused primarily on process adherence and control. Although “customer” is in the name, it’s often not in CRM software’s DNA.

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How ZoomInfo Enhances Your ABM Strategy

For marketing teams to develop a successful account-based marketing strategy, they need to ensure good data is housed within its Customer Relationship Management (CRM) software. According to Forrester Research, only 8% of marketing professionals have confidence that their data is 90-100% accurate.

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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.