To crush your sales goals, the primary tool to manage your pipeline (your CRM!) must be set up right and used right for proper revenue intelligence.
Reduce ambiguity in your sales pipeline with a well-defined sales process.
In a nutshell, customer relationship management (CRM) is about process efficiency, reducing operational costs, and improving customer interactions and experience.
Full history of all tasks submitted, communication and work completed available to you 24/7.
With over a decade of experience, I’ve seen it all and can help you get back on track with your sales technology stack.
Your technology is supposed to help, not hurt, your sales…and your head. This checklist may be helpful for companies who:
▻ Are not satisfied with their current growth or have recently had a big opportunity slip through their hands
▻ Have struggled to fully build CRM adoption
▻ Are losing sales due to lack of consistent process or follow up
We offer support for two of the leading CRM platforms that combined power hundreds of thousands of businesses around the world.
CRM Coach is an independently developed service offering and has not been endorsed or verified by Pipedrive or HubSpot.
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