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26 CRM Techniques and Strategies for Customer Retention

Cience

Although new sales are important, smart companies also focus on retention. What Is Customer Retention? Customer retention means keeping the clients you already have. Companies that neglect retention do so at their own risk. Companies that neglect retention do so at their own risk. Customer Retention Strategies.

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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.

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Best Sales Training Software

Hubspot Sales

In sales, where every conversation counts and every opportunity demands precision, your team needs more than just the ordinary training programs. Without sales training software, it would be very difficult to ensure reps are applying best practices, staying up-to-date with the products and services they’re selling, and closing deals.

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Why CRM in Project Management Is Important for Business Growth

Nutshell

Using a CRM in project management could be the answer you need for ultimate inter-departmental cohesion. Bringing sales, marketing, customer success, and project management teams together with a solid CRM software integration improves company-wide success and growth. What is CRM in project management?

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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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Ensuring Secure CRM Integrations: Addressing Key Concerns

Nutshell

In today’s hyper-connected business landscape, customer relationship management (CRM) systems have become indispensable tools for organizations of all sizes. Businesses today can integrate their CRMs with a vast range of tools, including tools for email, customer support, document management, automation, and more.

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How to Monitor and Continuously Improve Your CRM System

Nutshell

Once you’ve completed your initial CRM implementation, you’ve checked a crucial task off your CRM setup checklist. While the initial implementation is the heaviest lift in the process, to make the most of your CRM system, you’ll want to continue monitoring and improving your usage of it over time. Here’s what you need to know.

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