‘Three surefire ways to maximize your CRM’s effectiveness’ – Econsultancy
Shaun Haase says, “CRMs are meant to be much more than a glorified contact management system, and if used correctly, can greatly increase business productivity and effectiveness.
CRM software often have a multitude of features, many of which are rarely used by sales teams.
Here, we’ll take a look at three ways you can start getting the most out of your CRM, from automating actions to utilizing sales pipeline functionality for managing customer support.
While some features are overly complex or not fit for every business, there are key components that can deliver tremendous value if you can get your sales team over the initial learning curve.
Create automated actions
Automated actions allow you to easily set up, assign and manage tasks for your sales team”.
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