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

Nutshell

Marital status ( Decision list ) : Family status affects industries such as healthcare or insurance companies. Preferred doctor or practitioner (Decision list) : Help patients be the most comfortable at your practice Insurance provider (Text) : Allows you to invoice appropriately.

CRM 62
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Find the right CRM Strategy for your Industry

Insightly

Compliance and Data Security: Healthcare organizations must prioritize compliance with industry regulations such as HIPAA (Health Insurance Portability and Accountability Act) to protect patient data. CRM is an essential tool for consulting firms seeking to strengthen client relationships, streamline operations, and drive business growth.

CRM 52
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Find the right CRM Strategy for your Industry

Insightly

Compliance and Data Security: Healthcare organizations must prioritize compliance with industry regulations such as HIPAA (Health Insurance Portability and Accountability Act) to protect patient data. CRM is an essential tool for consulting firms seeking to strengthen client relationships, streamline operations, and drive business growth.

CRM 52
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How to Develop a Strategic Plan for Business Development [Free Template]

Hubspot Sales

Once you have a “draft” budget, check it against other businesses in your industry and region to make sure you’re not overlooking or misjudging any numbers. Don’t forget to factor in payroll, facilities costs, insurance, and other operational line items that tend to add up. Who will your business development team pursue?

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The Global Race to Innovate is on: Spigit’s Annual Growth up by 32%

Planview

Today, the Spigit team is happy to announce record business growth with a 32% increase in new customers in 2015 as well as significant expansion across major industry segments including: financial services, healthcare, manufacturing, and energy. Paul is responsible for overall customer experience and operations at Spigit.

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The Global Race to Innovate is on: Spigit’s Annual Growth up by 32%

Planview

Today, the Spigit team is happy to announce record business growth with a 32% increase in new customers in 2015 as well as significant expansion across major industry segments including: financial services, healthcare, manufacturing, and energy. Paul is responsible for overall customer experience and operations at Spigit.

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29 Tools & Resources for Today's Entrepreneur

Hubspot Sales

While the main focus on Fundera is to help businesses get loans, it's also a great resource for financial information. If you ever need to compare banks, credit cards, financial software, POS systems, HR software, or insurance for your business, check out the incredible amount of free articles to help you decide. Copyblogger.