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Selecting Your CRM: To Guarantee Success, Follow this Practical, Down-to-Earth Criteria!

Pipeliner

For any company, selecting a CRM solution for a company is a major undertaking. Gartner has just provided an in-depth guide for doing so entitled “ Select the Best-Suited CRM Solution with Gartner’s Evaluation Model ”. Similarly, I think salespeople should at least be included in the CRM selection process.

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Mastering CRM Hygiene: Elevating Your Data Strategy with Lead411

Lead411

Mastering CRM Hygiene: Elevating Your Data Strategy with Lead411 The success or failure of your company hinges on the reliability and cleanliness of your customer relationship management system. Learn more about Lead411 and how it can optimize your data strategy, as well as the importance of CRM cleanliness, in this in-depth tutorial.

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The 5 R’s – Sales & CRM 101

Adaptive Business Services

It seems as if I am always touting how simple CRM, and by extension selling, really is. You can then leverage your CRM to assist you with staying on track. Everything below is part of a contact record in your CRM. The contact record is the literal heart of any CRM!! characteristics.

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CRM For Tech Startups: The Secret Weapon in Silicon Valley

Nimble - Sales

CRM for tech startups is one of the major factors of success; a secret weapon you can rely on in Silicon Valley. Those entrepreneurs daring to embark on a path with an over 90% failure rate are guaranteed a total absence of life/work balance, sleep, and peace of mind for years to come. In this […].

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Measuring Sales and Revenue With a CRM System

Nutshell

Customer relationship management (CRM) software exists to help you gather, organize, and analyze customer data. But that only happens if you choose a high-quality CRM and use it effectively. That allows you to reoptimize CRM if the results aren’t what you want. Ultimately, it helps you boost your leads, sales, and revenue.

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Setting Up Access Controls and Permissions in Your CRM

Nutshell

The key to getting the most out of your customer relationship management system (CRM) is following best practices for managing the customer data you gather and store. Implementing user controls and permissions helps protect your CRM data against attack so you can keep running your business—and gaining your customers’ trust.

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Ensuring Data Quality and Accuracy in Your CRM

Nutshell

The data in your CRM provides critical insight into your customers, leads, and sales. Ensuring the quality and accuracy of your CRM data is one of the most critical best practices for using your CRM system. Fortunately, you can ensure your CRM data is accurate by implementing a few helpful strategies.

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