CRM Strategy: How to Keep CRM Pipelines Clean with Expiring Opportunities скачать в хорошем качестве

CRM Strategy: How to Keep CRM Pipelines Clean with Expiring Opportunities

Unrealistic sales pipelines are one of the most common CRM challenges we see. In this video, Dan from My CRM Manager explains how to use CRM automation to automatically time out inactive opportunities, keeping your pipeline clean and your forecasts accurate. By setting expiration rules tied to key milestones like quote submission, sales teams can clearly see which deals are at risk, revive them if needed, or let them expire without cluttering reports and dashboards. ------------ My CRM Manager https://mycrmmanager.com/ We focus strictly on supporting Sage CRM and Salesforce projects throughout North America that integrate with Sage accounting systems. Sage CRM Overview - https://mycrmmanager.com/sage-crm-ove... Sage CRM Pricing Calculator - https://mycrmmanager.com/services/sag... Blog - https://mycrmmanager.com/posts/ Schedule a Call - https://calendly.com/dan-cousins/sage... LinkedIn -   / mycrmmanager   #MyCRMManager #SageCRM #CRMSolutions #CRMSoftware #Salesforce #GUMU #Greytrix #SageERP #sage100 #SageIntacct #Sage300 #SageX3