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launchpad Articles
Use Workflow, Automation, and Templates to Streamline Operations with CRM
How can you make common tasks dead simple for your account managers to perform? Most people see CRM as merely a giant...
Drive More Value with Your CRM by Eliminating the Noise
Is your CRM system helping your account managers to reach their goals? If you are embarking on a new CRM...
Requirements Gathering: Laying the Foundation for a Successful Project
Requirements gathering is a critical, intricate, and time consuming process that lays a strong foundation for project success. The decision to implement a new software system represents the client’s strategic planning to provide employees the tools necessary to...
9 Variables to Ensure a Successful CRM Implementation
What Are the Variables to Ensure a Successful CRM Implementation? Let’s face it, not all CRM (Customer Relationship Management) implementations are successful. Many of them do not deliver to their expectations – while others just plain fail. So how does this...