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Why CRM in Project Management Is Important for Business Growth

Nutshell

Every project management team needs critical customer information and collaboration from other departments to be successful. Using a CRM in project management could be the answer you need for ultimate inter-departmental cohesion. What is CRM in project management? Nutshell has what you’re looking for.

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How to Manage a Sales Pipeline for a Consulting Firm

Nutshell

Read on to learn tips and best practices for managing an optimized sales pipeline for consulting firms. A well-managed pipeline means you’ll have a steady and manageable stream of incoming clients and the time and resources to nurture existing clients. What is the typical sales process for consulting firms?

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

Red Star Kim

At the start of June I had the pleasure of leading PM Forum ’s “Towards KAM (and ABM) – Helping fee-earners with client relationship management” online workshop. Key Account Management (KAM) – Research companies, use KAM technology and maintain momentum. Includes IPOs, acquisitions, grants, accelerators and news.

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Account Management Guide – Defend and Grow Revenue

Upland

How can effective account management help you defend and grow revenue? Here’s where having a sales account management strategy becomes indispensable. Through account management, your team can seek to establish themselves as trusted advisors to customers. First, a quick primer – what is account management?

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Improve Sales Pipeline Management with your CRM

Insightly

Sales pipeline management is a crucial aspect of successful sales strategies. Sales pipeline management provides a clear framework for tracking and prioritizing deals, and adopting a sales pipeline funnel template can further streamline the process. CRMs like Insightly will automatically make those calculations.

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Mastering CRM Evaluation: A Guide for Your CRM Evaluation Teams

Insightly

The importance of Customer Relationship Management (CRM) software across different industries and business environments is hard to ignore. CRM software is pivotal in managing and optimizing customer interactions throughout the entire lifecycle. Let’s take a deeper look at both. Let’s take a deeper look at both.

CRM 52
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Mastering CRM Evaluation: A Guide for Your CRM Evaluation Teams

Insightly

The importance of Customer Relationship Management (CRM) software across different industries and business environments is hard to ignore. CRM software is pivotal in managing and optimizing customer interactions throughout the entire lifecycle. Let’s take a deeper look at both. Let’s take a deeper look at both.

CRM 52