CRM: Managing Leads and Opportunities

Difference between leads and opportunities

We’ve all been there. You need to find a phone number or email address for a contact. You know you have the information somewhere, but you can’t remember where. Was…

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Blog Series: Automation in CRM Part 3: Total CRM

Total CRM

A Total CRM platform combines both marketing and sales force automation to merge your customer and sales data to improve the utility of each piece exponentially.  Read on to learn…

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Blog Series: Automation in CRM Part 2: Sales Force Automation

Sales Force Automation in CRM

A Total CRM platform combines both marketing and sales force automation to merge your customer and sales data to improve the utility of each piece exponentially. Read on to learn…

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Blog Series: Automation in CRM Part 1: Marketing Automation

Marketing Automation in CRM

A Total CRM platform combines both sales force and marketing automation to merge your customer and sales data to improve the utility of each piece exponentially. A customer relationship management…

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CRM Capabilities: For Customers and Beyond

CRM Capabilities for Resellers, Partners and Co-workers

Customer relationship management (CRM) software, by definition, manages your customer relationships. It houses all the data points for your current and potential customers in one place. However, CRM capabilities extend…

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