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Maximize the value of relationships Track and manage sales interactions across multiple channels

Better Sales Through CRM Dashboards . Maximize the value of relationships Track and manage sales interactions across multiple channels Automate workflow processes to increase sales productivity Maximize sales pipeline visibility and insights Robust Account and Contact Management

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Maximize the value of relationships Track and manage sales interactions across multiple channels

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  1. Better Sales Through CRM Dashboards Maximize the value of relationships Track and manage sales interactions across multiple channels Automate workflow processes to increase sales productivity Maximize sales pipeline visibility and insights Robust Account and Contact Management Process driven Opportunity Management
  2. High Level Sales Process Documenting the sales process to identify areas where CRM dashboards can make an impact. Account Discovery – What accounts to target and whitespace Deal Planning – Determine timing and accountabilities for the deal Plan The Message - Effective positioning of our unique value. Joint Selling – Ensure timely execution across roles/teams Engage Last Mile– Who and what gets done to ensure more closes. Close Rhythm of Business – Tracking, modeling and better forecasting for improved scorecard results. Always Be Improving - Better use of technology Inspect
  3. Turn Information into Actionable Intelligence Track and measure performance for organizations, business units, teams, and individuals. Use inline visualizations for ad-hoc drilldown into key performance indicators (KPI). Stay current with dashboards of customizable real-time analytics. Import and export Microsoft Office Excel spreadsheets in real time. Use built-in reports or customize with Report Wizard.
  4. VP of Sales:
  5. Sales Manager:
  6. Sales Reps:
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