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Should I Use a Consulting-Specific CRM? Find the Right CRM for Your Consultancy

Nutshell

When you’re running a consulting services business, a good CRM is a must to streamline your client acquisition process and keep a good balance between landing clients and delivering services. But should you use a consulting-specific CRM or a general-purpose CRM? However, CRM is a helpful tool for businesses of all sizes.

CRM 71
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How Can Small Businesses Effectively Manage Their Time and Resources? (video)

Pipeliner

Online Sales Magazine and Pipeline CRM, and John Nieuwenburg , a professional business coach since 2004. They emphasized the importance of giving recruiting the attention and resources it deserves. A globally acknowledged Sales & Marketing thought leader, speaker, and strategist. He is CSMO at Pipeliner CRM.

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4 Keys to Gaining the Most Value From Your CRM Program

Sales and Marketing Management

Author: John Wells Brands have finite resources and budgets but an infinite appetite for growth. Because they need to decide where to spend those precious resources, they often leave a customer relationship management program at the table without understanding its true value. Beyond Sales and Marketing. That’s a mistake.

Lead Rank 258
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How CRM Software Impacts Customer Engagement

Nutshell

You’ll want to monitor the impact on customer engagement that your customer relationship management (CRM) platform has by: Tracking customer interactions Analyzing customer data Measuring customer loyalty You can do each of those things within your CRM to save time and resources. Keep reading to learn how.

CRM 115
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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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Why building a custom CRM is almost always a bad idea

Nutshell

If your company has a unique sales process or sells a variety of products and services, it can be tempting to build a CRM from scratch. However, the benefits end there, especially if you’re a small to medium-sized business with a limited budget or resources. What is a custom CRM? How do I create my own CRM?

CRM 127
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An Intro to a Go-To-Market Strategy’s Steps

Zoominfo

We’ve previously written about the four quadrants that make up the go-to-market framework for businesses. Those quadrants include building loyalty; expanding offers; expanding markets; and company transformation. Allocate resources: Hire needed staff and purchase, equipment, software, and other tools.

Churn 246
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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.