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40+ CRM Custom Field Ideas For Your Business, Based on Industry Type

Nutshell

A good CRM provider understands that sometimes you need specific information to track for the leads, people, and companies in your contact database. Thats where CRM custom fields come in. In this guide, well go over the basics of how custom fields work in CRM and how to create the best custom fields for your business.

CRM 62
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The 11 Best Brainstorming Tools to Capture and Organize Ideas

Nutshell

You may not have labeled them as such, but we’ve all used brainstorming tools at some point to capture our thoughts and ideas when the creative juices are flowing. However, different situations call for different types of brainstorming tools. Table of Contents What is a brainstorming tool? DOWNLOAD Want to generate more leads?

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Proactive marketing and business development executives – CRM, internal engagement and career insights

Red Star Kim

Proactive marketing and business development executives – CRM, internal engagement and career insights. What CRM/systems would people recommend? A variety of specialist (to professional services) and mainstream CRM systems were explored. CRM and Marketing Automation Software for SMBs | Act!

CRM 100
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When Business Is Slow, It's Time to Work on These 13 Things

Hubspot Sales

Analyze your CRM. During periods of slow business, you can analyze the contacts in your CRM and examine the performance of your sales team. As a sales manager, you can use data in your CRM to see how your team is performing. Brainstorm new products or services. Adding opportunities or leads to your CRM.

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We Created Our Business Card Scanner Tool to Help You Reduce the Friction of Data Entry and Lead Generation. Here's How.

Hubspot Sales

When he receives new cards from contacts, he sits down at his laptop, opens his CRM , and manually transcribes the information. Mark doesn’t always enjoy this process, but each and every business card is important, and he needs to capture that information for his CRM. Sound like a clunky, monotonous, time-consuming process?

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3 ways a CRM success plan can help you maximize ROI

Insightly

“I’m already paying enough for my CRM. It’s a fair question that many midsize companies ask when implementing their first or a new Customer Relationship Management system ( CRM ). So, is a CRM success plan actually worth the cost? Hiring a CRM consultant is another common solution.

CRM 52
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3 ways a CRM success plan can help you maximize ROI

Insightly

“I’m already paying enough for my CRM. It’s a fair question that many midsize companies ask when implementing their first or a new Customer Relationship Management system ( CRM ). So, is a CRM success plan actually worth the cost? Hiring a CRM consultant is another common solution.

CRM 52