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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).
This month, the big news is all about improved data management, making customer interactions smoother and cutting down the time you spend on busy work. Sales teams, get ready to level up with awesome new tools for managing leads. It separates outbound from inbound interactions, making it easy to determine response levels.
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I also knew that we marketers needed to move off our maniacal obsession with new-account lead gen and invest in adding value across the entire customer relationship. Key accounts have been the source of most B2B profits forever, but they have traditionally been sales’ province. That famously happened with CRM decades ago.
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Common Room supercharges your GTM motion by bringing all of your product usage data, social media signals, community activity, and CRM insights together so you can surface high-intent prospects, convert customers faster, and drive more revenue. That’s it, that’s all. Wrapping up a super energizing trip.
My favorite AI tool for this: I used call tracking software as an inside sales representative, and it was a great way of making calls with the CRM-informed context of previous interactions with leads and contacts. Enhancing Sales Forecasting Intelligence For a good portion of my sales career, I was a public sector accountmanager.
I’ve heard a lot of folks come on this podcast and say, when they made that shift of having, call them accountmanagers, true sellers, complex salespeople, to go and be a counterpart to CS, like, almost every time I’ve heard it, it seems to work. And we had a CRM, we had sales stages. When is too early?
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