Workflows and Pipeline usage
What many do not know is that pipelines can be adopted to manage other workflows within the company such as the stages of a “project” or the status of documents such as invoices.
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What many do not know is that pipelines can be adopted to manage other workflows within the company such as the stages of a “project” or the status of documents such as invoices.
If you are not using a CRM, your business is growing and you reach your goals, you may feel there’s no need for a change. Let’s have look at what you are currently using to track your customer information.
No matter how small your organisation is, it needs a CRM to keep track of interactions with prospects. The whole process of converting leads to deals and following up on them can be automated and this will save a lot of time of your team.
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