The 4 Steps To Implement Or Cleanup CRM Data To Maximize Your Sales Performance

Companies that wish to improve their sales performance typically invest in an implementation strategy of a customer relationship management (CRM) platform. We’ve discussed why companies implement a CRM, and companies often take the step… but the transformations often fail for a few reasons: Data – At times, companies simply opt for a data dump of their accounts and contacts into a CRM platform and the data isn’t clean. If they’ve already got a CRM implemented,

5 Ways to Align Sales and Marketing to Boost Revenue

Each time we take on a client, the first step we take is to become a customer. We won’t immediately call their sales team. We’ll sign up for their email newsletter (if they have one), download an asset, schedule a demo, and then wait for the sales team to reach out to us. We’ll discuss the opportunity as if we were a lead, and try to go through the entire sales cycle with them. The