Posts Tagged

workflows

From The Editor's Desk

Storing client information is not enough for a CRM in today’s world. Now, it needs to have triggers and workflows, to remind you, as well as help increase, the amount of touches that you have with each client. Think of the amount of birthdays that you’d have to remember for

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From The Editor's Desk

I decided to do a follow-up to a previous post about workflow automation last month. It got some reaction, and with good reason, because its a topic in sports sales we still don’t hear a lot about. That doesn’t mean every other sales staff pushing other products isn’t using workflow

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