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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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Why a CRM System with Predictive Sales Analytics and AI?

QYMATIX

In this article, you will learn what you can expect from a CRM system with artificial intelligence. Using CRM systems have long been a common practice in large companies today, even if not always successfully implemented. Predictive sales analytics/artificial intelligence (AI) is being added to the CRM systems.

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Drive more sales with effective lead management system

Apptivo

In this article, we’ll define lead management, go over the components of a sales lead management system, and discuss the tools that can be implemented to get the best outcomes. This allows your sales team to prioritize assigned leads rather than manually searching for new leads in the CRM software.

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What is Lead Scoring?

Arpedio

In this article, we will explore what lead scoring is, why it is important for sales, how it works, its benefits, best practices for implementation, and the tools and technologies available. By prioritizing leads based on their likelihood to convert, businesses can focus their efforts on high-value prospects and optimize their sales process.

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Prospecting vs. Closing: Key Sales Strategies Explained

Arpedio

In this article, we will explore everything you need to know about prospecting and closing , and how to balance the two for maximum results. It is a vital step for customer acquisition and helps in building a strong sales pipeline. While both are essential sales strategies , each plays a unique role in securing business success.