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9 CRM Tips & Tricks from HubSpot's Experts

Hubspot Sales

Imagine if every business had this level of customer knowledge and personalization. Wouldn’t you want to make your customers feel valued? That's where Customer Relationship Management (CRM) software comes in. CRM Tips and Tricks 1. Standardize formatting Standardizing format can save you trouble.

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CRM integration: What it is, why is it essential, and 4 key integrations

Insightly

How to empower your teams with CRM integration and APIs. Customer Relationship Management (CRM) integration is essential to unlocking the true power of a CRM. When done right, CRM integrations reduce organizational silos, save time, and bring an in-depth customer understanding to your entire organization. .

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What is a CRM?

Insightly

Customer relationship management ( CRM ) is a software system that allows businesses to capture and store business and customer data in a single database. The brief history of CRM. CRM isn’t a new concept. Businesses have tried to maintain healthy relationships with customers since the dawn of commerce.

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The 8 Best Contact Management Software Tools in 2020

Hubspot Sales

Being able to readily access and analyze customer and prospect contact information can make your sales efforts considerably easier and more effective. That's why contact management software is always an option worth exploring. HubSpot CRM. HubSpot CRM is free to leverage and suits businesses of any size. Source: HubSpot.

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How to Improve Sales Productivity and Boost Team Efficiency

Nutshell

7 strategies to increase sales team productivity Best tools for boosting sales productivity Need a reliable CRM to take your sales productivity to new heights? Register for a live Nutshell demo to see what a world-class CRM can do for your sales team. Common sales rep productivity obstacles How do you measure sales productivity?

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How to build customer intelligence (and why you should)

Zendesk

Here are some customer intelligence best practices to inform your customer intelligence strategy. Invest in a good CRM. Instead, support teams should use a customer intelligence platform to automatically collect, store, and analyze customer data. Your CRM is one of your most important business assets.

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People & Problems: The core of strategic account planning

Strategic Account Management Association

By Richard Scheig, Chief Revenue Officer, Upland Software. The view from where I sit as Upland Software’s Chief Revenue Officer is a profoundly interesting one. Most importantly, they source information from supporters who can offer information they won’t find in their CRM. In any account, we seek to understand: Who matters?