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Should I Use a Consulting-Specific CRM? Find the Right CRM for Your Consultancy

Nutshell

When you’re running a consulting services business, a good CRM is a must to streamline your client acquisition process and keep a good balance between landing clients and delivering services. But should you use a consulting-specific CRM or a general-purpose CRM? However, CRM is a helpful tool for businesses of all sizes.

CRM 71
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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.

CRM 52
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Software for Consultants: What’s Your Tech Stack?

Nutshell

DOWNLOAD Is your business ready for a CRM? Customer relationship management (CRM) software Consulting firms often find themselves unbalanced in guiding their leads through the buyer’s journey. Or, in spending too much time on acquisition, you neglect to nurture current clients, and they end up dropping off. Find out here.

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How to run a SaaS marketing campaign effectively

Nutshell

With every SaaS market crowded these days— G2 lists over 2,800 solutions for “ CRM ” alone—there’s little room for error in your marketing. Nutshell is a cloud-based CRM and sales automation tool for small businesses. But is SaaS marketing different from other types of marketing? Practical Example: VIDYARD. GET THE GUIDE.

Marketing 142
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Why is Predictive Sales Analytics a “Must-Have” to Increase Sales Productivity in Business-to-Business?

QYMATIX

To find sales insights and to plan and forecast sales, managers should analyse ERP sales transactions and CRM sales activities. Predictive Sales Analytics uses predictive algorithms, mathematical models based on ERP and CRM sales data and represents a considerable enhancement to the productivity of any sales team in a B2B setting.

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Everything You Need to Know About Lead Management Software

Agile CRM

A lead management software such as Agile CRM is a software that helps to automate the processes of lead management. Without effective leads, there’s no need for a CRM or even a sales team in the first place. In this section, we take a deep dive into some of the major benefits of using a lead management software like Agile CRM.

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The Complete Guide to SaaS Sales

Nutshell

Software-as-a-service (SaaS) refers to any cloud software product that a company hosts and makes available to customers over the Internet, rather than offering it as a download onto their computers or mobile devices. Director of Sales & Onboarding at Unbounce. “It’s Download it today! Customer Acquisition Cost (CAC).

Sales 127