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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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AI in Sales: A New Era of Selling

Sales 2.0

Traditional sales models vs. AI-enabled selling. Heidi says we are moving into a new age of selling driven by the availability and adoption of AI (Sales 2.0?). She says “There’s been a bifurcation of the way people manage sales organizations: There’s the traditional model which dumbs down selling.

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Should I Use a Consulting-Specific CRM? Find the Right CRM for Your Consultancy

Nutshell

When you’re running a consulting services business, a good CRM is a must to streamline your client acquisition process and keep a good balance between landing clients and delivering services. But should you use a consulting-specific CRM or a general-purpose CRM? However, CRM is a helpful tool for businesses of all sizes.

CRM 71
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How Converse Digital Utilizes Nimble CRM for Social Selling Success

Nimble - Sales

At Converse Digital, led by its founder and president Tom Martin, social selling isn’t just a buzzword—it’s a way of life. Driven by the vision to […] The post How Converse Digital Utilizes Nimble CRM for Social Selling Success appeared first on Nimble Blog.

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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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Dust off some CRM records

Sales 2.0

This is a place that is super-obvious, but as with many real world things, often not utilized: your company’s own CRM/old contact lists. Where they don’t go is their company’s own CRM. This is odd because the people in your CRM have presumably had some thought put into selecting them. I’ve seen the scenario umpteen times.

CRM 195
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12 Proven Techniques for Improving Team CRM Adoption

Nutshell

Customer relationship management (CRM) systems have become vital in managing customer data, creating effective sales processes, and boosting sales team efficiency. However, one of the obstacles to implementing these crucial but advanced systems is a low CRM adoption rate from the team that needs to use it. Attend a live guided tour!

CRM 71
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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.