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Best CRM Triggers for Follow-Up Email Automation

Six CRM triggers compared—when to use lead-created, meeting-booked, demo, proposal, no-activity, and deal-aging to automate timely follow-up

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In this article, we’ll debunk some of the most common myths surrounding Customer Relationship Management (CRM) systems and their use in the sales process. We’ll address misconceptions about CRMs being too complicated, expensive, or only...