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What is the cost of misplaced prospect information?

What is the cost of misplaced prospect information?

Nov 7, 2022 | CRM, Customer's Journey, Prospecting, X2CRM

It is 5 minutes before the zoom call with a new prospect who is seriously considering a service contract. It is time to grab the prospect’s information and log in to zoom, but where is the prospect’s information? The business owner remembers their name and remembers...
B2B Prospecting: Help your team to work together using your CRM

B2B Prospecting: Help your team to work together using your CRM

Apr 20, 2021 | CRM, Prospecting, Uncategorized

[vc_row][vc_column][vc_column_text]In our last article, we started with a story about Alice, a B2B business owner of a small HVAC company who services commercial properties. She used the data in her CRM to create the ideal prospect profile so she can be more effective...
B2B Prospecting: Use Your CRM to Create Your Ideal Prospect Profile

B2B Prospecting: Use Your CRM to Create Your Ideal Prospect Profile

Apr 13, 2021 | CRM, CRM Implementation, Prospecting, Uncategorized

[vc_row][vc_column][vc_column_text]This is a story about Alice, a business owner of a small HVAC installation and service company. She works primarily in the B2B space by servicing owners and managers of commercial properties including shopping centers, hospitals,...
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