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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.

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How CRM Software Impacts Customer Engagement

Nutshell

It’s easy to assume that once you’ve turned someone into a customer, your work is done. To keep them a customer, you must continue to engage them. For that reason, you’ll want to measure customer engagement continuously. In that case, you could reoptimize your email campaigns through your CRM. Why segment your customers?

CRM 115
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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.

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Custom CRM Software to Suit Your Business Needs

Nimble - Sales

When selecting a CRM for your company, you generally face two choices: opting for an off-the-shelf system or investing in a custom CRM software. Let’s explore what a custom CRM is and its benefits and downsides. What is Custom CRM Software?

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How ZoomInfo Enhances Your ABM Strategy

For marketing teams to develop a successful account-based marketing strategy, they need to ensure good data is housed within its Customer Relationship Management (CRM) software. More specifically, updated data can help organizations outline key accounts for their campaigns.

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Optimize Your CRM: Strategies for Effective Utilization

The Center for Sales Strategy

Do you ever feel like you're using your CRM, but not really using it? After all, The 5th Annual Media Sales Report found that 74% of salespeople believe they use their CRM effectively. Maybe there are scores of salespeople out there who are utilizing the many capabilities that their CRMs have to offer.

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Pipeliner CRM Integration

Pipeliner

Since we often get questions about how Pipeliner integrates with other applications in a company, we will answer the most frequently asked questions about CRM and integration in this series of articles. The chef has baked an amazing cake that will be the dessert of the customer’s life, but the server does not bring it over.

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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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How to Overcome the Pain Points of Your CRM

It’s no secret, only 13% of salespeople are satisfied with their CRM. The promise of a CRM ( customer relationship management ) led organizations to believe each could digitally transform its businesses through tracking touchpoints throughout the buyer’s journey. The result?

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Boost B2B Sales Productivity & ROI Growth with Automation

However, by leveraging the power of Workflow & CRM automation System, companies can boost sales productivity and drive ROI growth. It also provides valuable insights into customer behavior, which can be used to target the right prospects and close deals faster.

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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.