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What Are CRM Workflows: A Beginner’s Guide

What are Automated CRM Workflows Automated CRM workflows are pre-defined sequences of tasks or actions within a customer relationship management (CRM) system that are triggered automatically based on certain...

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CRM Sales Forecasting Guide Uncovered| Teamgate Sales Blog

What is CRM sales forecasting? When it comes to CRM sales forecasting the rule of thumb is this – the more accurate the information you have, the more you can prepare and plan for the future. However, understanding the past to predict the future is...

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