Discusiones de Crm Software

Wrike is an online project management software that gives you complete visibility and control over your tasks.

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¿O mi acceso a Leveljump solo está disponible a través de SFDC? Esta pregunta puede aplicarse más a nivel organizacional.

I could not spot the e-mails that converted in a specific workflow. Does anyone know's how to do it ? Or if it's possible ?

Wrike is an online project management software that gives you extra visibility and control. Integration with 400+ apps.

Team on One Platform. Monday.com is an application that can help you manage tasks, projects,

Wrike is an online project management software that gives you complete visibility and control over your tasks.

passion and success for Monday com

I want to in crease the storage size of my wrike but the free one. Because 15gb of video on foto profils currently have al arge resolution so in my opinion it is still lacking becaose l also need for personal need outside of the affice.

I was pondering Thrive Leads, Convert Pro or none. Thanks!

Es un gran producto y lo usamos mucho. Realmente nos ayuda a llevar un seguimiento de todo lo que hace el equipo de ventas y para qué usan el producto. También es mucho más barato que algunos competidores, lo cual también nos gusta mucho. ¡Gracias! Realmente desearía que hubiéramos cambiado a... Leer más

¿Dónde puedo encontrar más videos y formación sobre automatización de ventas?

También incluye gestión de pedidos, gestión de servicios y gestión de proyectos, lo cual es realmente bueno, pero debería haber opciones para ocultar estas funciones para las empresas que no las requieren.

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I am having difficulty using the HubSpot tools when there are more than one of the account in the system. It is hard to track who truly was in charge of each account.

If I want to use hubspot for my part-time work? to keep a track of all my work related stuff?

i mean every time putting country code is annoying

it took my site a matter of months to fix certain connections between salesforce and amazon connect, and it kept getting thrown into older versions of salesforce.

What have you found to be helpful when it comes to increasing efficiency within the platform?

Maybe you only had a slight chance of communicating with the client, but now you would like to inform them further on the product, now they seem keen to make time.

I want to be able to download reports in the same view as I would be able to get from the dashboard. Is there a way in which I can do this?

That will expose and advertised your products and have opportunities for new generation hiring. New Generation will learn about your contains information which may be helpful for those to find early skills and build self owned business development consultant.

I want to be able to track potential clients in the most efficient way from the entry into the funnel to the time they either become a client or not.

Encuentro que consume mucho tiempo ingresar un cliente potencial y luego no tener que usarlo más después de un solo uso.

There are so many similar softwares. What makes you different? What's your USP?

Pros: Managing e-commerce, handling customers, easy marketing option Cons: Ease of usage lacks

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Will the game-changing any new functionality in pipeline to. Seek more market share

setup rules in CRM based on real life sales processes

I would love to have an introduction personal email for my sequence, with a template I built informing my audience of our product, and a third email to ask for the sale. I can't do that because the sequences don't allow for that option.

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Seems like there are other tools I'm not utilizing. I would love to start automating my marketing, but need some help...

Please don't recommend Zapier with Dialpad. It needs to work just like Ring Central does with Copper.

Es muy inconveniente

I would really appreciate if you can list all the Artificial Intelligence features enabled in the Sales Hub.

Complete automation of sales followup?, How to task creation to be automated?, what is the best way to create the email sequences to the clients and automate the further followup with clients? like what is replied in the past and the system should send a followup email to client?

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Sin tener que entrar en cada registro, ¿cómo puedes seleccionar a muchas personas en tus tareas e inscribirlas a la vez?

The pink Mail icon will show a number representing how many times the email was read, and expand to show a drop down with the option to open in Gmail. I don't understand why this option is not offered all the time, even when unread.

Sometimes our inbound leads will automatically come with 3 deals in the same name!

For example, if I have a list of tasks that need to be done, but need to be put on hold, is there a way for me to create a task of tasks that is only viewable to me and a few selected partners?

At some point, I would like to see an update to the interface to make the platform a bit more organized and easy to use. There is a lot of information and features so it can get confusing at times. I'd love to see a modern update to Salesforce at some time in the near future to help streamline... Leer más