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What is a CSV file and why does every CRM and LRM use them?

In an effort to expand understanding about databases and lead management software, I decided to write a little bit about a more technical issue. Not all of this information is useful to everyone, but I...

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Proper Construction of Dialer Campaigns

One of the key components of inside sales teams and lead response management is a dialer solution. To be really effective at using a dialer, however, your dialer campaigns need to be organized. First...

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Dialer and CRM Layouts

Visibility of data is very important to your company work flow. Whether it is for security reasons or for work flow, what different people can and cannot see has a significant impact on your business....

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Get out of your premise based CRM

As far as contact management software goes, there is a seemingly endless supply of options. These range anywhere from something simple that that provided by free email systems like Gmail all the way to...

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The secret to being one of the big contenders

There are many companies in existence in all kinds of industries that sell very well; their sales teams have honed their skills to the point of near perfection, but the company does not seem to make...

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Automating your Drip Marketing

In the down economy one of the things we have the least of is time. A bad economy just naturally make us busier. There are several reasons for this. It could be that you had to lay many workers off and...

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Call your leads instantly!

I have spoken a great deal about tips that will help bring in revenue and help you stay afloat during a slumping economy. During these times, leads can be harder to come by. Even if you find a good...

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When to delete a lead

Some people may think that there is an easy answer to this question. I have heard it said that you never delete a lead. For a few reasons, I beg to differ. First of all, some leads are clearly better...

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What is the best way to import into your lead management platform? Part 1

Lead management systems were created as tools to increase efficiency and save time. If used incorrectly, however, such tools can be just as burdensome and time consuming as the time constraint issues...

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What is the best way to import into your lead management platform? Part 2

In my last post, I spoke about how email parsing is usually not the best way to go for lead capture simply because of the variables involved in it. This post is an effort to talk about some of the...

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