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The Definitive Guide to Client Onboarding and Positive Customer Experiences

Nutshell

Regardless of your business type or industry, a well-thought-out and structured client onboarding process is the secret to long-term customer retention. We’ve created this customer onboarding guide to kickstart your onboarding strategy and create a process that reduces churn and delights customers. Find out here.

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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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CRM Onboarding: Steal Our Battle-Tested Framework

Insightly

CRM onboarding is the process of introducing new users to a CRM system. It is a crucial step for those who want to adopt a new Customer Relationship Management (CRM) system. The process involves setting up and organizing contacts, as well as learning how to use different features of the CRM.

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Software for Consultants: What’s Your Tech Stack?

Nutshell

An ideal tech stack software for consultants is easy to use and integrate, adding convenience to your business without being difficult to use or time-consuming. This is what you should keep in mind when deciding to adopt new software to build your consulting business tech stack. DOWNLOAD Is your business ready for a CRM?

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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.

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12 Proven Techniques for Improving Team CRM Adoption

Nutshell

Customer relationship management (CRM) systems have become vital in managing customer data, creating effective sales processes, and boosting sales team efficiency. However, one of the obstacles to implementing these crucial but advanced systems is a low CRM adoption rate from the team that needs to use it.

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CRM vs. CMS (Contact Management Software): Which Do You Need?

Insightly

Let’s settle the CRM vs. CMS debate together. We can agree that managing customer data is a constant struggle for businesses large and small. Fortunately there are countless software products on the market to help with this challenge. What is contact management software (CMS)?

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