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CRM Selection: Evaluating The Vendor

Pipeliner

In this last article in our series on choosing a CRM solution, let’s take up evaluating the CRM vendor—the risk you’re taking, and the vendor vision. A client company, especially a larger company, usually wants to sign up on a contract in subscribing to a CRM. Vendor Vision. Company History.

Vendor 91
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CRM Implementations Cost An Estimated $4.6 billion Annually, New Analysis Says

Zoominfo

Maybe this situation sounds familiar: A company with a sales team of 50 reps decides its data is stale and its customer relationship management (CRM) features don’t meet business needs. So the company begins defining requirements for new CRM software, and two months later selects a vendor. Source: ZoomInfo. Source: ZoomInfo.

Analysis 246
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3 Ways to Secure Your CRM and Avoid Security Risks

Zoominfo

Hackers can steal personal information about your employees, customers, and vendors. If you’re looking to be more proactive and less reactive, start with an inspection of your Customer Relationship Management System (CRM). How to Prevent a CRM Data Breach . Ensure CRM Administrators Follow Best Security Practices.

CRM 253
article thumbnail

CRM Selection: Evaluating The Vendor

Pipeliner

In this last article in our series on choosing a CRM solution, let’s take up evaluating the CRM vendor—the risk you’re taking, and the vendor vision. A client company, especially a larger company, usually wants to sign up on a contract in subscribing to a CRM. Vendor Vision. Company History.

Vendor 52
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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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8 Reasons CRM Implementations Are Never Really Finished

Pipeliner

The next in our series on CRM adoption takes up an important topic: the 8 reasons CRM implementations are never actually completed. Lack of Clear Processes When a CRM adoption is not completed in a company, it’s easy to blame one particular individual or group. CRM, even in such a circumstance, must remain the top priority.

CRM 59
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CRM Implementations Cost An Estimated $4.6 Billion Annually, New Analysis Says

Zoominfo

Maybe this situation sounds familiar: A company with a sales team of 50 reps decides its data is stale and its customer relationship management (CRM) features don’t meet business needs. So the company begins defining requirements for new CRM software, and two months later selects a vendor. Source: ZoomInfo. Source: ZoomInfo.

Analysis 130