Relationship Management 101: Why You Need a Process Now
sponsored by RelateIQ

If you don't have the resources to completely upgrade your customer relationship management (CRM) platform, don't worry! There are still many things you can to increase your sales team's effectiveness -- for one, you can establish a deal-tracking process.

Consult this informative resource to learn how to achieve the four steps of successful deal-tracking:

  • Establish active statuses
  • Clarify tactics used to close a deal
  • Identify inactive statuses
  • Collaborate and iterate

Discover how a deal-tracking process can help you onboard new reps, run targeted tests for tactics and messaging, and become more data-driven.

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