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Post-sale teams, stop treating your CRM like a Swiss Army knife

ChurnZero

Most recently, we’ve seen leaders question whether they should revert to using their organization’s longstanding incumbent sales tool—the CRM—as an interim solution to their team integration challenges. Treating a CRM as a Swiss Army Knife is both inefficient and reductive to the work of post-sale teams.

CRM 96
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3 Tips For Leveraging CRM For Your Post-Sales Cycles

ClientSuccess

In the past decade, CRMs have revolutionized customer relationships. From tracking prospects to recording sales interactions – teams can unlock incredible insights with a good Customer Relationship Management platform. But what happens once customers become clients?

CRM 75
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How to Run an Effective Customer Experience Team Meeting

Experience Investigators by 360Connext

This often means creating a team of leaders who regularly meet to discuss priorities, resources and accountabilities that drive CX forward. But whatever you call yourselves, running effective meetings that keep the team engaged, excited, and working together is key to your success. So how do you run better CX meetings?

Meeting 364
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How Important Is Sales Forecasting Accuracy On Your Sales Team?

Integrity Solutions

As a sales leader have you looked at your forecast and asked questions like these: “Do we have enough opportunities in our forecast to confidently make our goal this quarter/year?” ” Sales forecasting accuracy is one of the most important processes for running a successful sales organization.

Sales 111
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Tips for Post-Sales CRM Management

ClientSuccess

One of the biggest breakthroughs of the last decade or so is CRM, or Customer Relationship Management platforms. Given the name, it is interesting that CRM is mostly associated with pre-sales and sales activities and not post-sale activities. Your company’s CRM process should be seamless from pre- to post-sales.

CRM 64
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Best Sales Productivity Tools to Boost Efficiency

SurveySparrow

Today, almost any professional activity can be automated, and sales management is no exception. Simply put, the right combination of sales tools can skyrocket your productivity levels. Still, several productivity and automation software services come in handy for most sales processes.

Tools 52
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How to make the most of your CRM and customer experience

Method:CRM

You’ve gathered all the customer information you can dream of through your CRM system, but now what? How do you make sense of the CRM and customer experience data you’ve worked so hard to collect? Read on to learn more about how you can use your CRM and customer experience data to its fullest potential. Addressing complaints.

CRM 93