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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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CRM Software Onboarding

Whether you’re graduating from staples to paper clips, double espressos to decaf, or sales spreadsheets to CRM software, the mere act of changing can be more disruptive to your personal wellbeing than those around you will ever realize. Some...