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3 Ways to Secure Your CRM and Avoid Security Risks

Zoominfo

If you’re looking to be more proactive and less reactive, start with an inspection of your Customer Relationship Management System (CRM). How to Prevent a CRM Data Breach . The burden of responsibility for securing the sensitive data in the CRM belongs solely to the companies who requested, or accepted, this personal data.

CRM 253
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[DOWNLOAD] Monthly Business Review Template for SDRs

SalesLoft

Download this sample monthly business review template. Download here. Accessing the information needed for monthly business reviews can be a challenge – especially from a CRM. A monthly business review is the same idea as the more common quarterly business review, or QBR. Why It’s a Game Changer.

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New! Powerful Pipeliner CRM Document Management

Pipeliner

Every company generally has endless documents associated with CRM—for opportunities, for particular sales process stages, and other uses. Introducing Pipeliner CRM’s new Document Management! We’ll humbly say that no other CRM vendor has such a system without adding on, usually at a cost. Two Main Types. Document Templates.

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[DOWNLOAD] Checklist to Build a Process for Seamless Lead Handoffs

SalesLoft

Technically, the leads are still sitting in your CRM, lost in the never-ending sea of contacts and leads and accounts). . Download here. It’s happening even in the best companies. By improving your sales lead handoff process throughout the sales cycle you can increase your lead volume, and ultimately your revenue.

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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. Download this eBook to learn how to start improving your marketing team's data!

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3 Ways to Secure Your CRM and Avoid Security Risks

Zoominfo

If you’re looking to be more proactive and less reactive, start with an inspection of your Customer Relationship Management System (CRM). How To Prevent A CRM Data Breach The burden of responsibility for securing the sensitive data in the CRM belongs solely to the companies who requested, or accepted, this personal data.

CRM 100
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CRM vs spreadsheet: 11 signs it's time to migrate from spreadsheets to a CRM

Close.io

It’s time for the showdown: CRM vs spreadsheet. Spreadsheets are a huge step up from Post-it notes and email threads, and using a template like our SalesTable CRM spreadsheet templat e can help a small business get started with lead tracking and organize contacts. CRM vs spreadsheet: 11 signs it’s time to make a change.

CRM 118
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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.