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CRM

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Practical guides on sales pipeline, follow-up automation, lead conversion, and customer management for growing businesses.

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2 articles

Sales head and account managers reviewing CRM dashboard showing pipeline conversion ratio, follow-up adherence, deal velocity, average deal size, and forecast accuracy for growing B2B sales team
CRM

5 CRM KPIs to Observe for Sales Pipeline Health

At a B2B industrial components distributor in Pune with a sales team of 12 account managers across Maharashtra, Gujarat, and Karnataka, the sales head's Mond...

Exactlly Team  •  30 April 2021  •  17 min read
 Sales head and operations head comparing ERP and CRM workflow boundaries against a decision matrix at a mid-size distributor
CRM

ERP vs CRM — Which Workflow Does Your Business Actually Need to Fix

It is the 28th of the month at a mid-size electrical products distributor in Bengaluru. The sales head, Priya, is on her sixth phone call of the morning. Eac...

Exactlly Team  •  8 May 2014  •  14 min read

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