CRM & Integration

    What is CRM (Customer Relationship Management)?

    Software that manages all customer interactions and data throughout the customer lifecycle. CRMs like Salesforce and HubSpot are the system of record for B2B sales teams.

    See CRM (Customer Relationship Management) in Action

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    Related Terms

    CRM Integration

    Connecting external data sources and tools with a CRM system to sync contacts, companies, and activities automatically. Reduces manual data entry and ensures data consistency.

    Sales Qualified Lead (SQL)

    A prospective customer that has been researched and vetted, first by marketing, then by sales, and is deemed ready for the next stage in the sales process.

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