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4 Steps to Master Your Territory

SBI Growth

One of the most dreaded can be a change to your territory. Where should my focus be in my new territory? Follow the 4 steps and use the Agile Territory Planner to become the master of your domain. Follow the 4 steps and use the Agile Territory Planner to become the master of your domain. And then expense it of course).

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Dust off some CRM records

Sales 2.0

This is a place that is super-obvious, but as with many real world things, often not utilized: your company’s own CRM/old contact lists. Where they don’t go is their company’s own CRM. This is odd because the people in your CRM have presumably had some thought put into selecting them. You want to start to nurture your territory.

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How Nimble CRM Increases Company Sales Revenues

Adaptive Business Services

As a salesperson, I was first introduced to the predecessor of today’s Nimble CRM … the tickler file. While the benefits of Nimble CRM can expand into many departments in an organization, as a self-identified salesperson, we are going to focus on your salespeople, your sales manager, and the overall benefits to your company.

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Dust off some CRM records

Sales 2.0

This is a series of posts aimed at helping you survive in a new sales territory. Maybe you get a new sales job or took over a new “greenfield” opportunity in your existing position. to get you introductions to target account in your new territory. This post is about another way to get into those accounts…your company’s 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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Give Your Sales Territory Mapping the Direction It Needs

Gong.io

The value of sales territories isn’t lost on most sales leaders (and if it is, we’ll clarify that shortly). The problem is making your sales territory planning fair without swallowing up your time. . What is sales territory mapping, and why is it important? What is sales territory mapping, and why is it important?

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Nimble CRM Tips & Updates – January 2024

Adaptive Business Services

Yes, we are getting into email marketing territory and there are still a lot of details that are being discussed. IMHO … if you had to pick one, you don’t have a huge volume of active leads and opportunities, and you just want to keep an eye on things … workflows. The recently introduced “match pasted text style” is now automatic.

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