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Setting Up Metrics and KPIs for Your CRM

Nutshell

You can use KPIs across many different aspects of your business, including your customer relationship management (CRM) platform. CRM KPIs are important because they help you evaluate your success in generating and retaining customers. Close rate: The rate at which you successfully close sales.

CRM 62
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Why Do You Need a CRM Strategy and How Do You Create One?

Pipeline

What does it take to achieve strong and consistent returns from your sales CRM tool? You need a game plan, or in this case, a solid CRM strategy. From our sales experts’ experience, adjusting sales approaches as you go won’t give you the best ROI for your efforts. What is a CRM Strategy? Let’s get right in!

CRM 52
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The Tech Stack for Success: Choosing the Right Lead Nurturing Software for Your Agency

BuzzBoard

In terms of agency lead nurturing, marketing automation platforms have revolutionized the process, thanks to their customer relationship management (CRM) integration capabilities, sophisticated marketing analytics tools, lead scoring systems, and marketing attribution models. CRM integration is a game changer.

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7 Proven Tips for Seamless Sales and Marketing Alignment

Allego

Do your sales and marketing teams have a hard time communicating? According to a poll from SMM Connect and Training Magazine Network, 68% of sales and marketing leaders said “sales and marketing don’t communicate effectively.” And that leads to multiple issues, including: Misalignment on sales and marketing strategies. (An

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What’s new at Nutshell?

Nutshell

We’ve got a long list of improvements in the works, and we’re looking forward to continuing to invest in our product, service, and customers while advancing our mission of helping businesses grow their revenue with powerful, easy-to-use sales and marketing technology.

Analytics 127
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4 Steps for Getting Started With Data Collection for Sales Teams

Nutshell

Collecting quality data is one of the most effective things you can do to improve sales performance. In this guide, we’ll discuss four key steps for creating a sales data collection strategy for your team. What are the most important objectives for your sales team? To determine this, consider your goals.

Data 62
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Marketing Attribution: The Beginner’s Guide for B2B

Zoominfo

This multitouch buying experience poses a difficult question for marketers: Which channels actually contribute to an eventual conversion—and how much did each channel contribute? Attribution models don’t just give marketers credit for the sake of credit—they also help assess the effectiveness of various campaigns and channels.