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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.

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Personalizing CRE Marketing Campaigns with CRM Insights

Act!

Generic content just doesn’t cut it with the modern-day buyer, seller or tenant, especially when they’ve got plenty of options to choose from. It all starts with your customer relationship management ( CRM ) system. Here are CRM personalization tips and marketing strategies you can use to get started. Marketing Automation.

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Mastering CRM Hygiene: Elevating Your Data Strategy with Lead411

Lead411

Mastering CRM Hygiene: Elevating Your Data Strategy with Lead411 The success or failure of your company hinges on the reliability and cleanliness of your customer relationship management system. Learn more about Lead411 and how it can optimize your data strategy, as well as the importance of CRM cleanliness, in this in-depth tutorial.

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CRM Implementations Cost An Estimated $4.6 billion Annually, New Analysis Says

Zoominfo

Maybe this situation sounds familiar: A company with a sales team of 50 reps decides its data is stale and its customer relationship management (CRM) features don’t meet business needs. So the company begins defining requirements for new CRM software, and two months later selects a vendor. Source: ZoomInfo. Source: ZoomInfo.

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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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Why building a custom CRM is almost always a bad idea

Nutshell

If your company has a unique sales process or sells a variety of products and services, it can be tempting to build a CRM from scratch. In this article, we’ll dig into the nitty-gritty surrounding homegrown CRMs, including what a custom CRM is and the potential benefits and drawbacks of building your own. What is a custom CRM?

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Demystifying Buyer Intent Data: 3 Tiers of Actionable Insights

Zoominfo

Here’s a breakdown of the key types of intent, and an in-depth exploration of what makes ZoomInfo the top-rated buyer intent provider on G2 , the largest peer-review business software platform in the world. 1 for buyer intent by G2. There are many types of intent data, and an array of providers.