Examples of how a CRM works

A good CRM doesn’t stop at collecting information. It helps you harness all of that data to:

  • Get personal at scale, sending the right messages at the right times to leads and clients
  • Focus sales teams on the hottest prospects
  • Shorten the sales cycle
  • Monitor, analyze and improve results

Here’s an example of a personalized email that a consultant might send to a lead, utilizing data captured in their CRM.

Examples of how a CRM works

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