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4 Steps to Master Your Territory

SBI Growth

One of the most dreaded can be a change to your territory. Where should my focus be in my new territory? Follow the 4 steps and use the Agile Territory Planner to become the master of your domain. Follow the 4 steps and use the Agile Territory Planner to become the master of your domain. Take time to update your CRM.

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How Nimble CRM Increases Company Sales Revenues

Adaptive Business Services

As a salesperson, I was first introduced to the predecessor of today’s Nimble CRM … the tickler file. In my experience, the typical salesperson will use a combination of email, an online calendar, and a file folder filled with documents, notes, and scraps of paper. How does the right CRM make salespeople more money? By industry.

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Taking sales to the next level

Sales 2.0

Some of the top non-selling tasks that come up time-and-again are: Updating the CRM Sending email (internal and external) Researching prospects (often on Google and Linkedin). If the processes that admins need to perform are well-documented, admins can be onboarded quickly and the number of admins can be scaled up quickly.

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3 Steps to Nirvana: Getting Beyond CRM to Hit a Number

InsideSales.com

CRM is fine. While we rely on CRM software to build territories, track our funnel, and record deals, we do not rely on it to guide reps to the right prospects or the right activities. Getting reps working on the right things is the key to hitting a number—CRM is not the answer. It does what it’s supposed to do.

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7 Must-Have Automated Documents for Sales Success

Data accessibility aside, teams continuously struggle with manual processes for document generation. Learn why automating your documents is key to sales success. Companies are increasingly implementing technology to bring efficiency to their workforce.

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What Is Geo-Mapping Software And How Can I Use it With my CRM?

SugarCRM

Sometimes, this can come as sales automation software, other times, like CRM tools, but regardless of the platform, they’ll need the insights a geo-mapping software can offer. Why Your CRM Needs Geolocation Sales teams can benefit from integrating geo-mapping solutions with their CRM data. Territory assignment to sales reps.

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Release Notes – Oct 19,2023

Apptivo

Bug Fixes New Feature Alert We are excited to announce a new feature in Apptivo CRM’s Opportunities app – the Print PDF feature! Learn More BUG FIXES We have addressed and fixed certain bugs that signifies our commitment to deliver a more robust and streamlined CRM experience. New Feature Alert 2.