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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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The Sliding Scale of Sales Transformation

Mike Kunkle

Includes territory planning, account planning, sales call planning, leading sales meetings, task management, using CRM, sales enablement tools, other technology tools and performance support, action planning, calendaring, project management, change management, and personal productivity practices. Sales Analytics/Metrics.