Remove CRM Remove Prospecting Remove Segment Remove Territories
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4 Steps to Master Your Territory

SBI Growth

One of the most dreaded can be a change to your territory. You may need to call on customers and prospects in unfamiliar areas. 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. Ask for insights on key customers and prospects.

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Putting Customer Segmentation To Work In The Field

SBI Growth

Customer/prospect segmentation is a key first step in making wise allocation decisions. You might have the best propeller-heads available performing segmentation analysis. But if you can’t drive segmentation into the field you’re wasting much of your company's expense and effort. How it Begins.

Segment 235
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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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It’s 2019, Still Segmenting and Planning in Excel?

SBI

It’s 2019, Still Segmenting and Planning in Excel? Customers or prospects come in all sizes. The product has probably evolved, your business model has evolved, and there is pressure to change segments. The sales team operates in CRM. The current segmentation process in Excel sheets is rigid. Why is that?

Segment 94
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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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Transforming the CRM From a System of Record to a System of Insight

Zoominfo

Over the last two decades, customer relationship management (CRM) systems have become the center of the universe for enterprises and small- to medium-sized businesses (SMB) alike. A costly problem—with analysts citing CRM implementation costs reaching up to $100 million. The result?

System 100
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Salesforce Sync: What, Why & How?

Zoominfo

As adoption rates in Customer Relationship Management Software (CRMs) continue to rise, a (data-driven) gap in usefulness and effectiveness is very clear. Let’s start with a reminder: CRMs have a purpose. Because like most sales and marketing technologies, CRMs are only as good as the data stored within its database.