Translating Online Behavior into Meaningful Conversation (Part One)
ANNUITAS
SEPTEMBER 7, 2021
The first is the aggregate view that you find in list views, reports, and dashboards. By doing this, you’re making the CRM useful for everyone on the team, not just managers trying to report on pipeline. To get to this level, start by focusing on the sales experience the same way you would focus on the user experience.
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