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Proactive marketing and business development executives – CRM, internal engagement and career insights

Red Star Kim

CRM and Marketing Automation Software for SMBs | Act! Microsoft Dynamics 365 CRM Software | Infor CRM SLX (In 2014, Infor acquired Saleslogix from Sage) What is Intapp CRM? Sometimes it is because we need to find better ways to communicate. This ignited ideas on how to address some of the issues.

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Account Planning Template

ProlifIQ

It drives accountability for reps to build relationships and multi-thread into other business units. This exercise also helps reduce the risk of an account discontinuing business if your main contact or two leave the company. Key account managers should drive this.