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Make Changes To Your CRM Process

by Jacob Warwick / Jun 14, 2018 9:00:00 AM

There comes a point in every organization where CRM processes become antiquated. Endless clicking around to complete daily work can cause user frustration, negatively affect data quality, and impact downstream functions as a result.

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CRM, Sales

Find The Right Data In Your CRM

by Jacob Warwick / Jun 8, 2018 8:32:16 AM

According to Salesforce, CRM applications can help increase sales up to 29%, sales productivity by up to 34%, and forecast accuracy by 42%—but that’s only if you can get the right data into your CRM, complete your CRM work quickly, and find what you’re looking for when you need it.  

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CRM, Sales

Complete Your Daily CRM Work—Faster

by Jacob Warwick / May 29, 2018 1:23:50 PM

 Register Now for the Series Webinar

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CRM, Sales

Get The Right Data Into Your CRM

by Jacob Warwick / May 16, 2018 1:54:53 PM

 Register Now for the Series Webinar

In the race to get accurate customer data into our CRM, many users find that the burden of manual data entry is daunting.

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CRM, Sales

How to Help Your Sales Development (SDR) Team Generate More Opportunities

by AppBuddy / Jul 17, 2017 5:22:43 PM

Sales development reps are responsible for prospecting, generating leads, and qualifying and scoring leads. Their productivity is often measured by how quickly and effectively they are able to propel leads into  the sales pipeline. That means sales operation managers must create repeatable processes that make logging in progress, and following up with leads as intuitive and efficient as possible. Such processes enable SDR teams to take proactive actions that allows them to optimize their productivity and effectiveness.

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opportunities, Blog, CRM, SDR workspace, Sales user experience, SDR best practices, Sales Development

The Top Four Reasons Strategic Account Plans Fail

by AppBuddy / Jul 6, 2017 3:10:08 PM

You have it all: a strategic account plan, a top-notch product portfolio, and executive support across the organization. Yet, you still fall short of your goals and miss opportunities. That’s because, while these things are important, you are missing a solid execution plan. In fact, most account management plans fall apart in the execution phase.

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Salesforce, Account Planning, Account Management, Strategic Account Plans, CRM, SAM, Sales

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