Category: Sales

You may be asking yourself if CRM software is really worth the investment. Check out this article taken from Smart Business on how CRM software can help businesses excel. In the article, CRM consultant Gina Rosen is asked what the …

How CRM Software Can Help Businesses Excel Read More »

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The sales process can be tricky to manage and the details are important. A typical sale includes: an initial meeting, follow up appointments, pre-quotes, RFP stage, proposal submitted, negotiations, award, and delivery. Along the way you’ll need to keep track …

CRM for Sales Read More »

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  CEO, Precise Energy Partners  “We recently decided that we needed a CRM program for our business but felt that some of the more well known software programs were too complicated and expensive.  When I found your CRM Excel template …

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July 15, 2012 | David Radin | post-gazette.com Business Section | Life is too complicated — especially when your company asks you to learn a complex automation that makes it better for them but not for you. Yet, in many cases, …

W5 Templates spreadsheet ideal for CRM needs Read More »

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