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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. Take time to update your CRM.

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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. Put the talent where the money is.

Segment 288
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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? 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. Your careful segmentation exercise is stale on day one.

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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Managing and Organizing Your CRM Data

Nutshell

Centralizing your data in a customer relationship management platform (CRM) is an effective way to manage data from multiple channels and ensure everyone on your team can access the information they need to close sales. Yet your CRM data is only helpful if it’s organized and accessible. Why should you organize your CRM data?

CRM 62
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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