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How to Use Data and the Right Tools to Build Your Sales Plan (Ask Jeb)

Sales Gravy

Opportunities in Pipeline Opportunities-to-Proposal Ratios Proposal-to-Closed Deals Ratios Upsells, Cross-Sells, and Expansion Deals By mapping out how each step in your funnel converts to the nextcalls to first appointments, first appointments to proposals, proposals to closed dealsyou can see exactly where to focus in the new sales year.

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Precise Opportunity Management Through CRM

Sales Pop!

Pipeliner CRM is flexible enough that you can instantly make such sales process changes when needed, and it requires very little training. Pipeliner CRM provides a number of different views of opportunities so that a sales manager can choose which is best for them. Visualization. Data changed is immediately seen by anyone involved.

CRM 147
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Introducing Custom Entities (Objects) for Pipeliner CRM

Sales Pop!

With the next major release of Pipeliner CRM— Pipeliner CRM 5.0, being released on the 28th of September —comes a fantastic new feature: Custom Entities (functionality referred to in some other CRM systems as “Custom Objects”). Entities ” is the term used in Pipeliner to refer to different CRM functions.

CRM 130
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Appointment Setting for Financial Advisors Made Easy

Salesforce

In an appointment economy , organizations respect every customer’s time by setting up specific appointments with them and adhering to start and stop times. Clients still often call a 1-800 number and bounce around from representative to representative until someone finally helps them set up a meeting.

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8 Reasons CRM Implementations Are Never Really Finished

Sales Pop!

The next in our series on CRM adoption takes up an important topic: the 8 reasons CRM implementations are never actually completed. Lack of Clear Processes When a CRM adoption is not completed in a company, it’s easy to blame one particular individual or group. CRM, even in such a circumstance, must remain the top priority.

CRM 147
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A Comprehensive guide to next-gen Mobile CRM

Salesmate

In these times where remote working has become the new norm, it’s also imperative to switch your business from the conventional method of working from desktop to using cloud CRM. Schedule appointments, record field trips, revert to your customers, and crush your sales quota using Mobile CRM. Growth of Mobile CRM.

CRM 119
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Best CRM For Insurance Agents: A Detailed Guide

Salesmate

Insurance agents deal with multiple tasks and clients every day. From calling prospects to closing deals and scheduling appointments, they’ve got a lot on the platter. To prevent such errors, you need CRM software that is intuitive and adds value to your company. What is Insurance CRM?

CRM 128