Remove 2024 Remove CRM Remove Strategize
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22 must-have reports for measuring CRM health

Martech

Even the best CRM is nearly useless without clean data. By setting up a “CRM data health” dashboard with these essential reports, you can easily spot and fix issues in your setup, reducing the risk of a time-intensive cleanup down the road (and plugging the holes of any potential revenue leaks).

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The 14 HubSpot updates from October 2024 you don’t want to miss

Martech

HubSpot’s October 2024 updates cover everything from flexible email editing to new mobile app capabilities, as well as big upgrades for merchants. October 2024 also brought upgrades for anyone using Microsoft Teams and made managing support tickets a whole lot easier. Let’s recap the biggest HubSpot updates for October 2024.

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Best Mobile CRM Apps to Boost Your Sales Productivity

Veloxy

Did you know that using mobile CRM apps can boost sales productivity by 14.6% ? But what are your best options in 2024? Today I’m breaking down my top recommendations for the best mobile CRM apps. These apps put the power of a traditional CRM system right in your pocket. So your CRM should adapt to your workflow.

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How to leverage the 80/20 rule for martech efficiency and ROI

Martech

Addressing these challenges requires a strategic approach, improving integration, enhancing team capabilities, managing costs and staying current with technological advancements. This is where the Pareto principle can become a powerful strategic tool for you and your team. Are you getting the most from your stack?

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Field Sales Enablement: What Is It & How to Measure Success in 2024

Veloxy

Such as mobile CRM and sales systems to manage client interactions on the go. Analyze territories strategically, considering factors like customer density, buying behaviors, and competition. The post Field Sales Enablement: What Is It & How to Measure Success in 2024 appeared first on Veloxy.

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What is Outside Sales? Everything You Need to Know in 2024

Veloxy

CRM software, for example, offers comprehensive insight into the sales pipeline, increases efficiency, and optimizes workflows in outside sales. Everything You Need to Know in 2024 appeared first on Veloxy. The post What is Outside Sales?

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It’s the age of AI agents: See how marketers can build one themselves

Martech

The problem statement: A marketing team is limited by its inability to cross-match customer contact profiles (typically user roles and personas in the CRM ) with the specific product modules licensed by the account (stored in the companies ERP). The first file had CRM contacts in the following format: Sample data set generated from ChatGPT.