
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About Author
Roger leverages his two decades of experience in construction company management, specifically mid-sized firms in Santa Clara County, CA. His expertise lies in streamlining office processes and navigating complex paperwork like bids, contracts and permits. Committed to sharing his practical knowledge, Roger contributes to this blog with a focus on how CRMs can optimize construction operations.
Articles
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February 22, 2024
Real Estate
Find the ideal CRM to optimize real estate processes and maximize results.
Real Estate
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February 18, 2024
Event Management
Plan, organize, and track events, including webinars, conferences, and meetings, to enhance customer engagement and lead generation.
Event Management
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February 18, 2024
Data Import and Export
Easily import and export data to and from the CRM, ensuring smooth data migration and integration.
Data Import and Export
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February 18, 2024
Joint Selling
Facilitate collaboration between sales teams and partners to jointly sell products or services, enhancing sales reach.
Joint Selling
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February 18, 2024
Customer Segmentation
Divide customers into distinct groups based on specific criteria to tailor marketing efforts and improve targeting.
Customer Segmentation
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February 18, 2024
Lead Scoring
Assign scores to leads based on their likelihood to convert, helping prioritize follow-ups and focus efforts on high-potential prospects.
Lead Scoring
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February 18, 2024
Pipeline Visualization
Visualize the sales pipeline to track progress, identify bottlenecks, and manage opportunities effectively.
Pipeline Visualization
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February 18, 2024
Upsell and Cross-Sell Tracking
Track and analyze upsell and cross-sell opportunities to increase revenue and enhance customer satisfaction through targeted sales strategies.
Upsell and Cross-Sell Tracking