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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. In this article, we’ll explore CRM reporting and dig into some of the most important CRM reports for your organization. You also need to understand what your CRM data is telling you.

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The Sliding Scale of Sales Transformation

Mike Kunkle

I’ve been involved in sales transformations that were entirely focused on getting the best-possible performance out of the sales force (ranging from a 30 to 600 percent increase in sales), independent of retooling the rest of the organization. How to plan and organize effectively. Sales Analytics/Metrics.