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Customer life cycle in CRM

Insightly

In today’s digital age, customer relationship management (CRM) systems have made it easier for businesses to manage the entire customer journey from acquisition to loyalty. The customer life cycle in CRM encompasses all stages of the customer journey, from initial awareness to post-purchase loyalty.

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6 Reasons You Should Leverage Templates in Your CRM Workflow

ACT

Whether you’re running a global corporation or a bootstrapped startup , the right CRM ( customer relationship management ) platform can help you acquire and retain customers. But how do you maximise the gains from your CRM workflows ? In this article, we’ll take a closer look at why templates are indispensable to your CRM workflows.

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Drive Your Business Forward with a CRM Email Integration

Insightly

It’s also critically important to the sales process, as sales reps rely on email to connect with prospects, schedule meetings, and so much more. It’s possible when you streamline and automate email processes through a CRM email integration. What is CRM email integration?

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Key Account Management (KAM) – Research companies, use KAM technology and maintain momentum

Red Star Kim

Includes IPOs, acquisitions, grants, accelerators and news. Fame for accountants and professional services firms “tool for general financial research, benchmarking analysis, screening acquisition targets for your clients, client onboarding, company secretarial services and business development”. Why do law firms needs SAM?

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5 Essential CRM Reports (Plus 6 More You Probably Need)

Insightly

We all know that the primary function of a customer relationship management (CRM) system is to collect, organize, and manage your customer-related data. You also need to understand what your CRM data is telling you. That’s where CRM reports come in. What is a CRM report?

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10 Key CRM Fields Your Team Needs

Insightly

10 Key CRM Fields Your Team Needs. There are several key CRM fields you need to know about. When you adopt a new customer relationship management (CRM) platform, it comes equipped with various fields to capture common customer information — things like name, phone number, and email address. What are validation rules in your CRM?

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Demystifying AI and Why CRM and AI are a Great Match

SuperOffice

And the CRM industry is not an exception when it comes to embracing AI technologies. Nowadays, AI is frequently applied in CRM applications. If your CRM system is not currently using AI, you are potentially missing out on tremendous opportunities to improve your customer experience. Here are a few ways AI can improve your CRM.

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