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Best CRM Training Strategies to Build a Rockstar CRM Team

Insightly

In general, CRM training refers to the process of educating the end-user individuals on how to effectively use customer relationship management (CRM) software and tools. Why you should train your CRM team Training your CRM team is essential for several reasons: ROI: Your CRM is an investment.

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The CRM Has Evolved. How About Your Sales Strategy?

Hubspot Sales

If your CRM was once an island occupied only by your sales team, that's absolutely no longer the case. In the last few years, the CRM has evolved far beyond being just a tool for contact management. That's still a core function, sure, but the CRM now has something for every team and individual in your organization.

CRM 123
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15 Key Integrations Between CRM & Your Other Business Processes

Hubspot Sales

If you are getting acquainted with your CRM software and are impressed with how it functions independently, allow us to introduce you to your new favorite feature — integrations. While CRM software is powerful on its own, integrating your CRM with other tools across your sales stack makes your job so much easier.

CRM 106
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Customer life cycle in CRM

Insightly

In today’s digital age, customer relationship management (CRM) systems have made it easier for businesses to manage the entire customer journey from acquisition to loyalty. The customer life cycle in CRM encompasses all stages of the customer journey, from initial awareness to post-purchase loyalty.

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Customer Meetings from A to Z: Things to Do Before, During and After

SuperOffice

Types of customer meetings. Along with a sequence of emails, companies with long sales cycles arrange three meetings before the conversion happens: Discovery meeting. This is your first meeting with a warm, qualified lead that’s held with the goal of understanding the specific needs of a prospect. Follow-up meeting.

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12 Video Conferencing Tools You Can Use in Your Sales Process

Hubspot Sales

It’s safe to say 2020 has been the year of virtual meetings. Everything from large-scale conferences to staff meetings, to meetings with prospects, are hosted remotely. Video conferencing tools are a worthwhile investment for organizations of all sizes, especially with remote work becoming the norm. Google Meet.

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What are sales leads? (+5 lead generation tips)

Zendesk

Before sales reps can meet their targets, they need a clear understanding of what a sales lead is and how a lead is different from a prospect. They may not be aware of your organization and what you have to offer. Host educational webinars. Crafting webinars for your target demographic can result in more leads.