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Create a CRM Launch Action Plan & Automate for Sales Success
The Launching CRMs
& Marketing Automation for
Sales Success Workbook walks you through the necessary planning stages of launching a CRM built on your unique company needs.
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Step-by-Step CRM Planning Guide
Identify and plan key CRM components that will push your sales processes forward.
K.I.S.S. Style Sales Flow Mapping
Build a sales flow that is robust, yet simple to implement.
Tagging & Email Automation Mapping
Create a segmentation and engagement plan that increases your close rate and customer return rate.
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