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Dust off some CRM records

Sales 2.0

This is a place that is super-obvious, but as with many real world things, often not utilized: your company’s own CRM/old contact lists. Where they don’t go is their company’s own CRM. This is odd because the people in your CRM have presumably had some thought put into selecting them. You want to start to nurture your territory.

CRM 195
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Nimble CRM Tips & Updates – January 2024

Adaptive Business Services

Yes, we are getting into email marketing territory and there are still a lot of details that are being discussed. For example, let’s say that you create a field for interests and you want people to check all boxes that apply from a predetermined set of options. The recently introduced “match pasted text style” is now automatic.

CRM 71
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Dust off some CRM records

Sales 2.0

This is a series of posts aimed at helping you survive in a new sales territory. to get you introductions to target account in your new territory. This post is about another way to get into those accounts…your company’s CRM. This post is about another way to get into those accounts…your company’s CRM. Go dumpster diving.

CRM 150
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Give Your Sales Territory Mapping the Direction It Needs

Gong.io

The value of sales territories isn’t lost on most sales leaders (and if it is, we’ll clarify that shortly). The problem is making your sales territory planning fair without swallowing up your time. . What is sales territory mapping, and why is it important? What is sales territory mapping, and why is it important?

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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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AI In Sales: Disrupting traditional sales models

Sales 2.0

Disrupting the traditional sales model Scott sees AI disrupting some traditional sales models like geographic territories. I think there are good examples of less technical industries, and individual companies really leaning in and transforming their results because they used technology well.” Like the idea of territories.

Scale 221
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Managing and Organizing Your CRM Data

Nutshell

Centralizing your data in a customer relationship management platform (CRM) is an effective way to manage data from multiple channels and ensure everyone on your team can access the information they need to close sales. Yet your CRM data is only helpful if it’s organized and accessible. Why should you organize your CRM data?

CRM 62