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Build Your Perfect CRM: 8 Capabilities and Functions Your CRM Needs to Have

SugarCRM

With the proper set of tools and features, CRM software can become an essential part of operating a business. If you’re just starting out your CRM software search or you’re just prospecting the market for newer solutions, keep reading because we have a short list of capabilities that all CRMs should have.

CRM 29
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Leads vs Opportunities: 6 Ways You Can Manage Sales Pipeline in Your CRM

SugarCRM

CRM Basics: Marketing and Sales Concepts. What’s a lead? Simply put, a lead in B2B (business to business) sales and marketing process is a person at a company who has an interest in your products or services. Leads typically are sourced by a marketing department and go through different stages in a qualification lifecycle.

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Building Success: Sales and Customer Engagement Strategies for Manufacturers using CRM

SugarCRM

However, such strategies cannot be crafted without a complete and clear set of data that can be collected and processed with the help of a CRM solution. How can CRMs help manufacturing companies develop cohesive and effective sales and customer engagement strategies? We’ll be sharing some insights below.

CRM 26
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A CRM Evaluation Checklist: What Should You Look For?

SugarCRM

With the wide range of different CRM solutions on the market, it can be challenging to figure out exactly which one is right for your business. What questions should you ask your team and potential CRM vendors? Evaluating CRM systems, whether you’re implementing a new one or replacing an old system, isn’t easy.

CRM 26
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Harnessing the Power of Generative AI in CRM

SugarCRM

In today’s business landscape, it’s hard to find an organization that operates without CRM tools, even in its primitive forms. However, with recent technological advancements, Artificial Intelligence (AI) and Machine Learning (ML) capabilities have become infused in all sorts of tools, and CRMs are no exception.

CRM 26
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Put your CRM at the heart of your GDPR compliance action plan

SugarCRM

For this reason, the more agile and innovative businesses are thinking about GDPR in direct relation to their customer relationship management (CRM) activities, recognizing it as an opportunity to differentiate themselves in the market. This is where having a CRM system at the heart of your organization can provide a competitive advantage.

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Marketing and Sales: How to Be Better Together

SugarCRM

A new pulse survey from SugarCRM reveals plenty of room for improvement to align sales and marketing teams. Integrating CRM and marketing automation, the tools that each team lives within is essential because it ensures data flow between teams, a common view of customers, and actionable sales intelligence. Read on to see our findings!