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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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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?

CRM 52
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55% of Sales Professionals Saw Improved Lead Quality in 2022: What They Could be Doing Right

Hubspot Sales

Lean into your CRM. Nowadays, a sales team is only as strong as its CRM. In fact, 83% of sales professionals say their CRM is important to the sales process. Here are the biggest benefits of having a CRM, according to HubSpot's survey of 1,000+ sales professionals : 33% say its ability to track leads.

CRM 97
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Drive more sales with effective lead management system

Apptivo

For example, if a C-level representative in B2B contacts you via your website’s contact form, this can be considered a bottom-funnel lead – your sales team can contact the individual directly and begin the account acquisition process. It provides your marketing team with the necessary context for creating email campaigns.

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What is Lead Scoring?

Arpedio

This process helps to identify and prioritize leads with the highest potential for conversion, allowing your sales team to focus their efforts and resources on those prospects with the greatest likelihood of making a purchase. Lead scoring helps you identify and prioritize leads based on their potential to become customers.

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Best Help Desk Software: Focus on customer experience 

Insightly

As customer retention/expansion is beginning to eclipse acquisition as the key metric for growth in many businesses, it’s more important than ever to provide exceptional customer experiences. Choosing to use help desk software from the same vendor as your marketing automation platform and/or your CRM can have additional benefits.

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What is a Sales Qualified Lead (SQL)?

Arpedio

By prioritizing SQLs, you can increase conversion rates and revenue growth. By focusing on SQLs, you can prioritize your efforts and accelerate the sales process. By identifying, nurturing, and prioritizing SQLs, you can accelerate the sales process and improve revenue growth.

Sales 52