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9 CRM Tips & Tricks from HubSpot's Experts

Hubspot Sales

Imagine if every business had this level of customer knowledge and personalization. Wouldn’t you want to make your customers feel valued? That's where Customer Relationship Management (CRM) software comes in. Implement AI chatbots to handle routine customer inquiries, freeing up your team for more complex tasks.

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How to Add Live Chat to Your Website (Quick Guide)

Hubspot Sales

As you're reading this blog, there are potential customers on your site right now who have questions. According to data from Intercom , website visitors are 82% more likely to convert to customers if they've chatted with you first. Chat tags: Chat tags allow you to label a chat so sales reps can easily find it.

CRM 88
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How To Measure Email Marketing Success [KPIs & Metrics]

ACT

Traffic generation You can use an email campaign to drive traffic to a new blog post, promote an event, or create awareness. Feedback Are you looking for audience insights or curious about how users feel about your brand? Send them an email survey to gather more feedback than you can handle.

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How to organize your virtual data room with a data room index

PandaDoc

Start with a main category of documents and create a folder; Limit the number of top tier folders to allow for faster scannability Tag documents with metadata Assign access permissions An integral part of setting up a data room is assigning access permissions. Use of PandaDoc services are governed by our Terms of Use and Privacy Policy.

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CRM Strategy: Why You Need One and How to Develop It

Hubspot Sales

When you first start out in business, you can probably manage to keep all of your customers or clients top-of-mind … because you don’t have that many. As you become more established, your customer base grows. It becomes harder to keep every customer and prospect straight. These include: Happier Customers.

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5 Marketing Ideas for Auto Repair Shops to Increase Word of Mouth

Outbound Engine

Auto repair and specialty shops need to invest in low-cost marketing ideas that target past and present customers. Keep your business in their minds, and you’ll increase your new customer referrals. Traditional marketing is focused on converting people who don’t know you into customers. Get Yours Now. Get Reviewed.

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Is Cold Calling Dead? 17 New Prospecting Strategies Salespeople Should Use

Hubspot Sales

High-return: It generates a high number of potential customers for the amount of energy and resources required. On top of that, prospects can now research company information, reviews, feedback, and all manner of information online. Share interesting content that helps prospective customers solve their business problems.

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