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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.

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When your sales process doesn’t work, money falls through the cracks — and we know that every single sale and client counts.

Getting started with Teamwork CRM

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.

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