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22 must-have reports for measuring CRM health

Martech

Knowing where contacts are in their customer journey lets you see whether they should be handed off to sales or further nurtured by Marketing — and how to communicate with them when you do. Contacts with no first name : Tracks contacts missing a first name, which is necessary for more personalized communication (i.e.

CRM 117
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Blending Text Messaging Into Your Account Management Process

Sales Gravy

The Fine Art of Blending Text Messaging Into Your Account Management Process I love blending text messaging into my account management process. There are two reasons why blending text messaging into your account management process works: It’s mobile. Text is a Versatile For Account Management.

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How Account Managers Can Win Back Strategic Accounts

Miller Heiman Group

Did your point of contact or coach mention any restructuring or reorganization that required them to consider other suppliers? To combat complacency and stay connected to your strategic accounts, schedule regular 90-day reviews with your customers. The seller connected the contact to resources to help further his career.

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Account Management Through Pipeliner CRM—A Summary

SalesPop

Through the articles in this series, we’ve now covered all aspects of account management, and its related features within Pipeliner CRM. Let’s now take an overview of the subject and pull all the pieces together, and see how Pipeliner powerfully supports account management. Account Matrixes. White Space.

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Key Account Management: The Ultimate Guide

Hubspot

The answer: Key account management. In this comprehensive guide to key account management, you'll learn: The definition of key account management. How to know whether your company needs a key account management strategy. The difference between key account management and selling.

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HubSpot’s July 2024 updates: Big moves toward better efficiency and security

Martech

Status: Live Applicable HubSpot Hubs: All Hubs Applicable HubSpot Tiers: Enterprise Get deeper customer insight with the Company Health Score Builder What’s new: This tool lets users weight properties and activities on company and associated contact records to generate an aggregated Company Health score.

CRM 117
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The Powerful Linkage between DISC and Team Buying

Sales Pop!

Each buying contact is a person, affected in their choices by their own personal likes, dislikes, priorities, pains and goals. In large accounts, the buying team multiplies the people problem. Is the accounting manager a C compliant? What about the operations manager – an I influencer?

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