Hi, i'm sharing because I think it's relevant to this group. In short, we've asked 11 companies that have couple hundred of clients worth couple hundred million $ for their insights on using CRM in farming their relationships with existing clients. Enjoy!

Post

Posted 8 months ago

Hi, i'm sharing because I think it's relevant to this group. In short, we've asked 11 companies that have couple hundred of clients worth couple hundred million $ for their insights on using CRM in farming their relationships with existing clients. Enjoy!

https://casbeg.com/blog/how-service-funnel-should-look-like-in-crm/?fbclid=IwAR0sB6XpgeoPRHTh3ZhUcyNvPVqkeuIoiWTEfl-R6r8gtbUvXtyLxRa37b4

Liked by Bartosz

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Hi all, I have a list of hundreds of companies in a Google Sheets doc and I want to know if they already exist in my PD account.

Client has a feature in their existing CRM that allows admin to control approvals of deals added by different users. Admin can disapprove certain leads added by users if they do not meet pricing / deal size standards.