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Beyond CRM Adoption: How to Leverage Process Optimization to Achieve Organization-Wide CRM Utilization

MarketingOps

The Problem with CRM Adoption If your company has invested in a Contact Relationship Management (CRM) tool whether its Marketo, Salesforce, HubSpot, or Zoho then by definition it has adopted that CRM. For the sake of our conversation, lets establish some definitions what do I mean by CRM adoption and utilization ?

CRM 130
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22 must-have reports for measuring CRM health

Martech

Even the best CRM is nearly useless without clean data. By setting up a “CRM data health” dashboard with these essential reports, you can easily spot and fix issues in your setup, reducing the risk of a time-intensive cleanup down the road (and plugging the holes of any potential revenue leaks).

Health 128
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5 ways to integrate LinkedIn with your CRM for better sales-marketing collaboration

Martech

Linking your CRM with LinkedIn is a powerful way for sales and marketing teams to get more out of both platforms. The reason businesses turn to marketing technology in the first place is because it helps you do things like reach the right people faster, centralize information and automate key processes. Processing.

CRM 130
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7 Community Management Tools the Pros Actually Use [Expert Recommendations]

Hubspot Marketing

Having a hard time finding clear info on community management tools? Community management” covers a wide range of jobs, and they’re not going to have the same software needs. I chatted with a range of community management veterans from Square, Pocket CCO, and our very own Community Strategy & Operations team.

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The 5 Phases of Project Management

Hubspot Marketing

What problems and obstacles do you face as a project manager? To state the obvious, project management can be tricky. So, if you’re in a project management position, starting with the basics is your best bet. The Project Management Lifecycle Regardless of size or scope, all projects follow a similar process.

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How to Effectively Manage Leads at Every Stage in Your Sales Funnel

Hubspot Marketing

Effective sales lead management is one of the core principles of any successful business. When you get lead management correct, you can convert more prospects into customers, streamline operations, and improve the sales experience. But it's not always clear how to create an effective lead management process. Data storage.

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Leverage first-party data for a winning CRM strategy

Martech

A real emphasis has been placed on the collection of first-party data. Join data experts as they share their perspectives on the importance of clean, complete, and connected data to optimize your CRM. Join data experts as they share their perspectives on the importance of clean, complete, and connected data to optimize your CRM.

CRM 111