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Top 7 Pipedrive alternatives for small and midsize businesses

PandaDoc

However, Pipedrive is frequently chided for failing to deliver on more advanced features like email marketing, project management, and automation. On top of the core features, Pipedrive jibes well with third-party integrations and offers several powerful add-ons, including Microsoft Power BI, Slack , or Zapier.

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What Do You Do?… “I’m In Sales…” Try Again!

Bernadette McClelland

Management? My strength as a consultant is in B2B Sales (20 years in corporate, seven years as an owner of an SME and five years as a consultant in my own practice). Is it customer service? Apple could have stuck with the technology and innovation sweet spot and ended up a different version of Microsoft.

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The 6 Best Outlook CRMs for Seamless Office 365 Integration

Nutshell

Office 365 users can attest that Microsoft Outlook is the communication workhorse for anyone who sends and receives emails. That’s why integrating it with the best Outlook CRM is the perfect way to expand its usefulness and empower your sales and marketing teams. Microsoft Dynamics 365 3. Nutshell 2. HubSpot CRM 4.

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How To Become A Customer Success Manager: An Expert Guide

LeadFuze

A company in the Financial Services or Banking industry. Who currently have job openings for marketing help. With the role of HR Manager. What is Customer Success Management (CSM)? It is important to ensure that a customer’s experience with the companys product and services are satisfactory.

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7 Must-Have Automated Documents for Sales Success

Learn why automating your documents is key to 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.

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What is Inside Sales? Everything You Need to Know

Gong.io

Inside sales (sometimes called remote sales or remote selling) is often the primary sales model for B2B, SaaS, tech, and certain high-ticket B2C sales teams. Let’s say you’re looking to implement a new email marketing campaign , and you need an email automation platform to set it up. AMs (Account Managers).

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The Proven Process for Developing a Go-to-Market Strategy [+Templates]

Hubspot Sales

To have a successful product launch, you need to craft a thoughtful, actionable, effective go-to-market (GTM) strategy framework. Without proper planning, it’s impossible to know if you’re chasing the wrong audience, are too early or too late to a given market, or targeting a market that's too saturated with similar solutions.