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10 Steps to Automate Your Sales CRM for Increased Efficiency

Understanding Your CRM Needs Assessing Your Current Processes So, you’ve got a CRM, huh? That’s awesome! But before diving headfirst into automation, let’s take a good look at what’s currently working and what’s not in your sales processes. I like to grab a cup of coffee and map out my existing workflows. This helps me […]

Articles

5 Steps to Automate Your CRM for Increased Efficiency

Step 1: Evaluate Your Current Processes Deep Dive into Your Workflows So, first things first, we need to take a good, hard look at what’s currently going on. This means diving deep into our existing processes. I remember when I first started mapping out my workflows; it was eye-opening! You’d be surprised at how many

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