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Two Ways to Analyze Your CRM Data with Excel

Two Ways to Analyze Your CRM Data with Excel

May 3, 2022 | CRM

Businesses use CRM software to manage, nurture, and grow customer relationships. Businesses can also use their CRM for internal processes and project management. CRMs have robust tools for automation, segmentation, email, and reporting. However, there are times when...
How to create custom funnels for better tracking

How to create custom funnels for better tracking

Apr 26, 2022 | CRM, Sales Funnel

What do you need to track in your business? Many businesses use custom funnels to track prospects. Yet, the same funnel can be used to track production stages, recruiting efforts, and client activity. In each case, you can see the stage of completion of a project, or...
Set Up Your CRM for Success to Avoid Hurting Your Business

Set Up Your CRM for Success to Avoid Hurting Your Business

Apr 12, 2022 | CRM

Customer relationship management is a process for businesses to manage and interact with prospects and customers. Most people in the business refer to it as CRM, and, even more commonly, refer to the software they are using to manage their customer data. There are...
Want to close more sales? Segmentation is the Answer

Want to close more sales? Segmentation is the Answer

Mar 29, 2022 | CRM, Segmentation

You want to reach more people and sell more with less effort. That is a fact. There are many channels you can use to reach more people. You can use social media, email, your website, and digital advertising to name a few. If you are creating general marketing for the...