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6 Tips for Proper Task & Workflow Management with CRM Software

6 Tips for Proper Task & Workflow Management with CRM Software

Many businesses find significant advantages from managing tasks and workflow processes through their CRM Software. CRM (Customer Relationship Management) software is designed to manage your customer contact, sales process and follow up information.

For many businesses, CRM software offers entire system-wide management of tasks and work-flow because most jobs are centered around the customer. For job-shop manufacturers, service businesses and sales teams, it is a great idea to use your CRM system for managing workflow as well as customer relationships. The following are six tips for managing your information well in order to create the best possible use of your CRM as both a sales and task management system.

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Improve Your Lead Management with CRM Software

Improve Your Lead Management with CRM Software

Fresh leads are the lifeblood of any business – provided you can convert them into paying customers, of course. Your ability to do that depends in large part on how you cultivate and manage those leads.

If you’re trying to maximize your conversion rate, it’s time to consider implementing lead management with CRM software. This software allows you and your sales team to quickly recognize where a given lead is in a sales funnel, and take action to usher them towards a buying decision.

If you’re looking to better manage your leads and prospects, here are a few reasons why CRM software is exactly what you need:

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How to Get The Most ROI From Your CRM Software

How to Get The Most ROI From Your CRM Software

We usually think of “buyers remorse” as related to a car or home purchase. However, in some cases, there are cases of buyers remorse when a company takes the leap and buys a customer relationship management (CRM) package.

According to Gartner research, the global CRM market is expanding dramatically. Businesses are spending $18 billion a year on CRM implementations and the industry expects a major return on investment (ROI) to be very high.

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A Guide to Lead Nurturing with CRM Software

A Guide to Lead Nurturing with CRM Software

Quick: what is lead nurturing? Even experienced marketers sometimes struggle to define this concept, which has become a buzzword in our world of digital, inbound marketing. But in reality, it’s quite a simple process. In fact, we’d argue that lead nurturing has been around as long as sales and marketing strategies.

How can that be? Because lead nurturing, in essence, is as simple as taking a potential customer and guiding them toward the actual sale.

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Sales Pipeline Management with CRM Software

Sales Pipeline Management with CRM Software

The idea of a sales pipeline is a relatively new way of visualizing the sales process. Many companies are still uncomfortable with the idea and many feel they are not good at managing their sales pipelines. According to a survey with the Sales Management Association, nearly two-thirds of executives feel their management of their sales pipeline was ineffective. Many executives waste a lot of time staring at pipeline metrics but don’t know how to make the knowledge pay to improve sales performance.

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