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How to Run a Weekly Sales Meeting Using Only CRM Data

Run focused weekly sales meetings using only CRM data — prepare dashboards, track pipeline movement and activity, assign concrete tasks, and monitor progress in real time.

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When attempting to choose the right CRM for your business, you first need to recognise the concerns you’re trying to solve. Peter Drucker – regarded as being ‘The founder of modern management’ – once said, “Whenever you see a successful business...