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Getting started with Teamwork CRM
When you’re growing your business, it’s important to have the right tools in place. This is especially true when it comes to managing your sales process.
There comes a point when tracking leads across spreadsheets and makeshift CRMs just doesn’t cut it anymore. Deals start to fall through the cracks and opportunities are missed — and when you’re trying to scale your company, every sale and client counts.
During this on-demand webinar, our product expert Brian will walk you through Teamwork CRM and how it can be used to streamline your sales process and make sure money isn’t being left on the table.
When your sales process doesn’t work, money falls through the cracks — and we know that every single sale and client counts.
What you’ll learn
The benefits of splitting out leads and opportunities
Developing relationships using contacts and companies
How to customize your pipeline to your business’s specific needs
Seeing the bigger picture through reporting
Extending the customer lifecycle using the Teamwork Projects integration
Watch 'Getting started with Teamwork CRM' webinar now.