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Lost in the CRM forest?

Sales 2.0

I had a conversation this week with a business owner about how to improve their CRM data. It’s not that this business needs more data in its CRM or is missing an important prospect list. The CRM in question has plenty of contacts and accounts–think nearly a hundred thousand contacts. Pipeline First things first.

CRM 195
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The 10 EZ Steps to Nimble CRM Success

Adaptive Business Services

You will have a complete record of all of your activities with each prospect, suspect, customer as well as a graphical overview of the leads that you are pursuing and the deals that you are hoping to close. Are you thinking about a CRM?

CRM 77
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Pipeliner CRM Integration

Pipeliner

Since we often get questions about how Pipeliner integrates with other applications in a company, we will answer the most frequently asked questions about CRM and integration in this series of articles. Therefore, if a company wants to connect Pipeliner CRM to a complex solution, an iPaaS solution may only be able to meet some of their needs.

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Why Marking Prospects as "LOST" in Your CRM is a Healthy Sales Practice

Salesfolks

While the idea of marking a lead as "LOST" might initially seem counterintuitive or even counterproductive, it is, in fact, a crucial aspect of effective CRM management. The act is not just about cleaning up data—it's about making strategic, emotionally intelligent decisions that prioritize personal and business growth.

CRM 59
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Boost B2B Sales Productivity & ROI Growth with Automation

However, by leveraging the power of Workflow & CRM automation System, companies can boost sales productivity and drive ROI growth. It also provides valuable insights into customer behavior, which can be used to target the right prospects and close deals faster.

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A Complete Prospecting System

The Pipeline

From the time of the first salesperson, sales leaders have been trying to figure out how to get their teams to prospect. In a recent survey, 42% of sales and corporate leaders identified prospecting as a skills gap in their organizations. How do sales leaders create and balance the core element of a fine-tunes prospecting machine?

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Dust off some CRM records

Sales 2.0

This post is about an interesting place you can look for “suspects” when you are prospecting. This is a place that is super-obvious, but as with many real world things, often not utilized: your company’s own CRM/old contact lists. Where they don’t go is their company’s own CRM. But in this messy CRM may lie some great nuggets.

CRM 195
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How ZoomInfo Enhances Your ABM Strategy

For marketing teams to develop a successful account-based marketing strategy, they need to ensure good data is housed within its Customer Relationship Management (CRM) software. The amount of bad data causes teams to waste valuable time during their workflow, and decreases their number of targeted prospects.

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7 Must-Have Automated Documents for Sales Success

Companies are increasingly implementing technology to bring efficiency to their workforce. Data accessibility aside, teams continuously struggle with manual processes for document generation. Learn why automating your documents is key to sales success.