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How to Prepare for Small Business Week (2025)

Salesforce

Use AI for strategic planning About 90% of SMBs admit AI is making their operations more efficient. The all-in-one customer relationship management (CRM) tool The good news is, you only need one tool. AI can help you with multiple tasks from appointment scheduling and inventory management to customer support.

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30 Outside Sales Tips That’ll Grow Your Pipeline

Veloxy

In addition to Sales Artificial Intelligence that prompts you with optimal times to reach out to a lead, it can also extract key dates and names from emails and automatically add them to your customer relationship management software.

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8 Tough Lessons from Closing 12,000 Customers at WebPT (Video + Transcript)

SaaStr

We started with other products that were must haves like the need to bill out electronically of course, to schedule patients, to do appointment reminders. Nancy Ham : Things like patient relationship management, ways to engage the patient clinically between visits, now referral relationship management.

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