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Using a Google Sheets CRM template: the pros and cons

Close.io

Maybe you’ve already started working with a Google Sheets CRM template, like the one we just released last week: SalesTable. But while it’s true that a Google Sheets CRM template can be advantageous for small businesses or entrepreneurs, there are also some serious downsides that you’ll need to consider. Minimal training necessary.

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Can You Make Your Goal This Year?

Mr. Inside Sales

In 1998, this Texas software engineer woke up with numbness in his legs. These are just two of thousands of other inspiring stories (Just Google them!). ON DEMAND SALES TRAINING THAT GETS RESULTS! If these people can do it, you can too: There is Fauja Singh who, at 100 years old, completed the Toronto Waterfront Marathon.

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Best Practices for Implementing Commercial Real Estate CRM

Act!

Here’s why you should choose CRM software for commercial real estate instead. Improves personalization With commercial real estate CRM software , your team will have access to in-depth information about prospects. Hold training sessions for both desktop and mobile apps so your employees can get up to speed with using them.

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Enterprise sales lessons: How I almost closed Google, Intuit & Oracle

Close.io

One day, out of the blue, we got a message from a top-senior executive at Google. She was super excited: “This is EXACTLY what I want to do internally at Google. We set up meetings with Google, and more and more high level executives got involved: they loved our product and vision! The Google deal fell flat. Awesomesauce!

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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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The Secret to Driving Revenue With Sales Activity Management

Hubspot Sales

In this post, you’ll learn tips for managing your team’s sales activity and about the software that can help along the way. Train them to accurately identify your ideal customers. Top 10 Sales Tracking Software When it comes to managing sales activity, you’re going to need some help. They might need help writing proposals.

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Why building a custom CRM is almost always a bad idea

Nutshell

By the end, you’ll know whether or not a custom CRM is the right choice for your business and which software options might be a better fit for your needs. Otherwise, you have to contract a software developer to create the application. As long as you can develop the software, you get complete say over its capabilities.

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