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How to use Google Sheets as a CRM: 5 easy steps to sales success

Close.io

A customer relationship management system (CRM) is a way for you to store important prospect and customer-related contact information and data. We’re going to show you how to use Google Sheets as a CRM in just five easy steps. We’re going to show you how to use Google Sheets as a CRM in just five easy steps.

Google 105
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3 Examples of Creative B2B Marketing Initiatives

Zoominfo

Our examples highlight ways companies achieved branding success through creative marketing initiatives. Each video tells a story of a seemingly average person showing their heroism through extraordinary customer service. Unlike outbound marketing, inbound marketing does not need to fight for potential customer’s attention.

Examples 130
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The 18 Best Places for Sales Reps to Research Prospects [Expert Tips]

Hubspot Sales

Prospect research is a challenge that's every bit as frustrating as it is essential — so to help you out, we've put together a list of 18 of the best places to research buyers before sales conversations. If you decide to leverage LinkedIn to guide or support your prospect research efforts, there are some key steps you should follow.

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5 Stellar SaaS customer service tips to reduce churn and build loyalty

PandaDoc

Whatever sector you’re in, in order to succeed you need to offer a combination of excellent customer service , high-quality products, and genuine value for money. Clients paying for SaaS (that is, software as a service) will be doing so on a recurring basis. For example, via a monthly subscription fee.

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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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How to Use AI Tools (like ChatGPT) for Sales

Allego

Since then, rivals Google and Microsoft have poured billions (with a B) of dollars into generative AI tools, with mixed results. Read on for a roundup of the most promising generative AI tools that salespeople can use, along with examples of how they can be used to drive sales. How do you even use these things?

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12 Examples of Smart Sales Goals to Guide Your Team

Highspot

12 examples of sales goals. Here’s how you apply the SMART style of goal setting: Specific : Don’t just say you want to grow your customer base or increase your sales revenue — explain how you plan to accomplish it. new deals closed, repeat purchases, and customer churn). Sales goals work a lot like Google Maps.