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The Challenges

  • Sales reps lack adoption of the CRM tool.

  • Managers constantly need to clean or update pipelines.

  • Inconsistency in data with low-quality reporting.

  • Duplicate entries cause messaging crossover for prospects.

  • Manual data entry for inbound inquiries.

  • Best practices or rules of engagement are not defined.

  • There is a lack of training and retraining for critical processing.

Your Solution

A customer relationship management tool (CRM) is frequently the first system to be overlooked for its importance. If used correctly, you can have seamless transitions of accounts for new hires and in the event of turnover, the conversations and relationships can still be maintained with this tool. 

The top two CRM's we primarily work with and recommend are Microsoft Dynamics CRM and Salesforce CRM. Learn more at the links below.

MS Dynamics CRM.gif
Image by Edgar Moran
Image by Campaign Creators
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