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12 Proven Techniques for Improving Team CRM Adoption

Nutshell

Customer relationship management (CRM) systems have become vital in managing customer data, creating effective sales processes, and boosting sales team efficiency. However, one of the obstacles to implementing these crucial but advanced systems is a low CRM adoption rate from the team that needs to use it. Attend a live guided tour!

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Sales Brief: Cursing at your prospect, B2B hunting, failing startups, & more

Close.io

Also this week, we highlight our 5 step guide for using Google Sheets as a CRM. This comes in tandem with SalesTable: an all new, free spreadsheet template with CRM-like functionality. CRM is on screen and the Rolodex is in the trash. How to use Google Sheets as a CRM: 5 easy steps to sales success. Times have changed.

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CRM for small businesses and How to choose a good CRM.

Apptivo

Why do small businesses need a business CRM? Small businesses need to raise the game and make sure that they have their own CRM system for small businesses to suit their size and scale. What is a CRM system? Before discussing a small business CRM, it is worth reviewing what a CRM system is in the first place.

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Top 10 Best Enterprise CRM solutions for 2021

Sales Hacker

A simple CRM can’t handle this level of complexity. It might sound like a simple task, but choosing an enterprise CRM solution is difficult. That’s why we compiled a list of some of the most popular enterprise CRM solutions out there. What is an enterprise CRM software? Enterprise CRM vs. SMB CRM.

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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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Tips and Tricks to Required Fields Standardization in Your CRM

SugarCRM

How you set up your CRM to collect, store, and process data is more important than you think. Mandatory fields are an excellent way to ensure proper data quality inside your CRM. Mandatory fields allow you to ensure that customer or lead information is correctly loaded into your system and that you can make the most of your CRM by: .

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How Not to Close End of Quarter Deals

John Barrows

That has nothing to do with my need for more licenses of this tool. In those situations, I prefer to be flexible or get creative, but only when the prospect brings it up. Why would you bring up a discount before it’s even mentioned by the prospect? Indicating there may be some need for a bigger license. Good for you.

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