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22 must-have reports for measuring CRM health

Martech

Knowing where contacts are in their customer journey lets you see whether they should be handed off to sales or further nurtured by Marketing — and how to communicate with them when you do. Contacts with no first name : Tracks contacts missing a first name, which is necessary for more personalized communication (i.e.

CRM 127
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10 Smart Sales Funnels to Power Your Business Growth

ClickFunnels

Sales Funnel Stages To reach that final sale, you’ll need to strategically guide the customer through multiple stages of the funnel. 10 Funnels That Drive Results Now that you understand the values and stages of a strategic sales funnel, let’s examine some of the top funnel types and explore how they work.

Growth 130
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How often to follow up on sales leads?

Salesmate

You might have heard the adage, “The fortune is in the follow-up.” For converting leads into sales, you need to follow-up consistently. Not following up with your prospects is same as filling up your bathtub without first putting the stopper to drain” – Michelle Moore. “Not

Follow-up 137
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It’s the age of AI agents: See how marketers can build one themselves

Martech

When you combine natural language with the ability to process data — both structured and unstructured — the capabilities start to open up even further. The first file had CRM contacts in the following format: Sample data set generated from ChatGPT. Google Gemini’s Contact-to-Product module file. Sample account data.

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AI Tasks and Tools for SDR Success

Heinz Marketing

Prospecting and Lead Generation Challenge : Finding qualified leads is time-consuming, and SDRs often spend hours searching for contact information and gathering data to assess lead quality. Note: You will need LinkedIn Sales Navigator to get contact info from 6sense; 6sense serves up visitor info but not contact info.

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Why you’re probably underutilizing email sequences

Martech

You can use them to promote events, keep leads engaged, follow up with customers and much more. Instead, set up a sequence to do it for you, making sure people don’t forget about your event and increasing attendance. Then, follow up with a recording link and a quick survey to get feedback.

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Simple Steps for Creating Your First Sales Funnel

ClickFunnels

In just 3 hours, you can set up a funnel that turns clicks into customers—no technical skills required. 5 Steps to Build a Strategic Sales Funnel 1. Your sales funnel is essential because it strategically creates a series of interactions with potential customers that will lead to results. Why is a Sales Funnel Important?