SugarCRM

MAY 18, 2023

Our previous blog post discussed the core CRM features for sales automation. In this blog post, we’ll touch on the key features of lead management within a CRM. So, let’s dive into the lead management features that can make or break a CRM. Lead Reporting In all CRM processes, reporting tools are the golden standard.

Lead Management 40

Lead Management Lead Rank Marketing Qualified Lead Lead Scoring 40

DiscoverOrg Sales

FEBRUARY 13, 2019

Sales uses a CRM … but the marketing automation system might not integrate. Sales often uses Location data for territory planning, but Marketers love Location data because it has so many use cases: be more targeted with event promotion (like the Dreamforce happy hour example above). Marketing has certain data needs.

Ideal Customer Profile 202

Ideal Customer Profile Data Scale Marketing 202

The Pipeline

FEBRUARY 21, 2012

Simply promote the workshop by tweeting it to your friends, followers, neighbors, former lovers, etc. Demand Generation. Territory Alignment. PLUS, if the winner is in the Toronto area the day of the workshop, you will be our guest free, bring a friend, and hey we’ll find a seat for them too! Second Prize. Book Notice.

Pipeline 220

Pipeline Cold Calling Sales Qualified Lead Compensation 220

The Pipeline

AUGUST 26, 2011

So why, when it came time for my promotion was I passed over for Ian from IT? Demand Generation. Territory Alignment. It did everything he said it would do. The results were just as he had guaranteed. My division’s expenditures went down and profits were up. Book Notice. Book Review. Business Acumen. Buying Process.

Pipeline 227

Pipeline Top of Funnel Hiring Webinar Metrics 227

The Pipeline

SEPTEMBER 30, 2011

You may need to rethink the media and promotional offers that currently make up your marketing program. Promote Your Website & Social Media Pages In Traditional Media And Within Each Other. Promote Yourself. Not promoting yourself will only serve to keep your business a secret. Encourage Others To Promote You.

Small Business 253

Small Business Small Business Pipeline Marketing 253

The Pipeline

MAY 23, 2011

Just in case you think I am being too cynical, consider a tweet earlier this week from a Social Selling type promoting a site as a boon for Social Sellers. Demand Generation. Territory Alignment. The site, well check it out! Book Notice. Book Review. Business Acumen. Buying Process. Cold calling. Communication.

LinkedIn 241

LinkedIn Pipeline Meeting Social Media 241

The Pipeline

APRIL 8, 2011

Similarly in the market world, you have to entice a clientele base by promoting heavily without really striving for a high profit margin. Promote sales, throw out freebies, offer free shipping for certain orders. Demand Generation. Territory Alignment. Book Notice. Book Review. Business Acumen. Buying Process.

Pipeline 216

Pipeline Meeting Webinar Metrics Strategy 216