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Sales Tracking – 7 Best Practices for Small Businesses

Sales Tracking – 7 Best Practices for Small Businesses

The central goal of all salespeople is to close more deals and acquire more profitable business. To that end, it is essential to manage your sales opportunities in the best way to achieve the desired result. Tracking your sales efforts is a necessary step in the overall process. What are some sales tracking techniques that...
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2 Ways That Small Business Sales Managers Can Use CRM Software

2 Ways That Small Business Sales Managers Can Use CRM Software

When you think about your CRM software and how it relates to your sales process, you likely immediately think of how your sales staff uses contact management features. Or maybe you think about how CRM automates certain functions of the sales process, easing the load of your sales staff. But how can CRM software be...
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CRM Glossary & Definitions

CRM Glossary & Definitions

No one likes confusing business jargon. But sometimes, when you are new to something (particularly with business software), it is inevitable. Understanding CRM terminology is easy if you work with CRM software every day, but many clients and businesses are new to CRM systems so it can quickly get overwhelming and confusing.
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3 Reasons Every Small Business Needs CRM Software

3 Reasons Every Small Business Needs CRM Software

As a small business owner or manager, you only have limited funds available to market your products. And too often, small businesses like yours choose to invest in more immediate promotional opportunities, thinking that they are better served to get the word out about a current promotion or new product than spending it on something...
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Why Choose a CRM Solution? – 5 Benefits to Consider

Why Choose a CRM Solution? – 5 Benefits to Consider

For as long as there have been businesses and customers, there have been strategies aimed at keeping clients happy and loyal to a certain product or service. But as business processes have evolved and technology has begun to play a major role in how businesses interact with their clients, customer relationship management (CRM) has become...
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Defining a “Note” vs. a “Task” in your Contact Manager

Defining a “Note” vs. a “Task” in your Contact Manager

We often get many of the same questions from our subscribers, and we will take these common questions and create knowledge-base articles on them so that other subscribers that might have the same question can easily search for and find this information when they need it.  We organize and store all of this information in...
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