It’s 2019, Still Segmenting and Planning in Excel?
SBI
AUGUST 27, 2019
It’s 2019, Still Segmenting and Planning in Excel? The sales team operates in CRM. This is done in Excel and after multiple rounds of reviews, we finally update our CRM with the appropriate segmentation and assignment of ownership. The salespeople we thought were going to be in a role or territory are gone.
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