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3 Ways to Secure Your CRM and Avoid Security Risks

Zoominfo

Hackers can even engage in competitive espionage by stealing financial information, and details about planned projects. If you’re looking to be more proactive and less reactive, start with an inspection of your Customer Relationship Management System (CRM). How to Prevent a CRM Data Breach . The bottom line?

CRM 253
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2023 in review: Our top 10 articles on CRM

Martech

Today: CRM. How to prepare for the GPT age in CRM and email by Brian McKenna. 5 ways CRMs are leveraging AI to automate marketing today by Gene Marks. Here’s how AI innovations in major CRM platforms are transforming functions like sentiment analysis, campaign creation and more. Here are ways to overcome common obstacles.

CRM 109
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5 Ways to Improve CRM Adoption

InsightSquared

In this case, step one for implementing a new CRM is to ensure your company has defined its own processes. And, once you’ve defined how things should work in your company, make sure you hire the right person (or people) to manage and customize your CRM. CRM adoption starts at the top. A CRM is a connector and a time saver.

CRM 239
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Hubspot CRM Migration Checklist (for a Hassle-Free Move)

Spiralytics

Does your company use Customer Relationship Management (CRM) Software? To keep up with today’s competitive business landscape, having an effective CRM software that aligns with your business goals is essential. So, why choose Hubspot as your new CRM Software? Do you have offline copies of your data for safekeeping?

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How to Market a Startup, Part 2: Planning, Staffing, and Measuring

Webbiquity

Just as you probably wouldn’t try to drive to an unfamiliar location without using GPS, it’s best not to jump into marketing without a plan. Google startup marketing plan template and you’ll get dozens of ideas. Here are three key steps. Don’t reinvent the wheel here, though.

Startups 215
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The Complete Guide to Sales Route Planning

Salesforce Marketing Cloud

Sales route planning is critical to a sound sales strategy. But with planning and the right technology, sales teams can get the most out of every day in the field. What you’ll learn: What is sales route planning? What are the benefits of sales route planning? What sales route planning software features do I need?

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What is CRM?

Spiralytics

One of the most significant tools most companies now deploy in their marketing efforts is Customer Relationship Management (CRM). But what is CRM, and how does it help organizations market themselves? What is Customer Relationship Management (CRM)? Before knowing its ins and outs, understanding the CRM definition is a must.