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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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“Information, Information Everywhere, But Not A Bit To ………”

Partners in Excellence

All provide us more information, “insight,” and capability with which to engage our customers. CRM compliance is a major issue with every organization I work with! And we are in at least the fourth generation of CRM tools. But CRM has been a powerful tool that drives sales productivity and performance.

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How to Use Your CMS, DSRs, and CRM to Inform Your Content Strategy

Mindtickle

In this video, Mindtickle Principal Product Marketing Manager Christian Pieper outlines how orgs can build a content strategy using data from your CMS, DSRs and CRM. Plan your content strategically Plan content around the buyer journey by integrating DSRs with your CRM. The result?

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Video: How to Use CRM Data and Conversation Intelligence to Inform Your 2024 Enablement Plan

Mindtickle

(You can check out Rahul’s video on accelerating bigger, faster deals with consolidation and Elisha’s tips for using your CRM, enablement analytics, and Call AI to inform better coaching. Key takeaways: During sales stage review: Use CRM data to analyze conversion rates at different sales stages. So let’s get into it.

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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.

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How to Use Your CRM, Enablement Analytics, and Call AI to Inform Better Coaching

Mindtickle

In it, Elisha Zhang , one of our product marketing managers, shares insights on reducing chaos in sales onboarding by using CRM, enablement analytics, and conversation intelligence. Utilize this information for more accurate short-term risk identification, especially in forecasting and deal reviews.

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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. Therefore, if a company wants to connect Pipeliner CRM to a complex solution, an iPaaS solution may only be able to meet some of their needs.

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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.