7 steps to become a crm ninja: saleswah crm

Saleswah CRM is a strong platform for B2B sales and marketing

Follow the Saleswah CRM Tutorial to get upto speed, quickly!

http://www.saleswah.com/how-saleswah-works/saleswah-crm-tutorial/










Step 1:Set-up!

(and customize)

http://www.saleswah.com/how-saleswah-works/saleswah-crm-set-up/

http://www.saleswah.com/how-saleswah-works/saleswah-crm-set-up/

2nd step:Move your contacts in, clean and de-dupe

http://www.saleswah.com/how-saleswah-works/import-contacts-to-crm/

http://www.saleswah.com/how-saleswah-works/import-contacts-to-crm/

Step 3.

Schedule

Track and follow up in Saleswah, Google and Outlook

http://www.saleswah.com/how-saleswah-works/learn-task-management/






Step 4:Sales (deal) Management:

Track sales opportunities through stages and have Saleswah evaluate the deals for completeness.

How realistic is your forecast?

http://www.saleswah.com/how-saleswah-works/sales-opportunity-management/




Step 5.Sales activities: plan and execute

Send quotes, proposals, literatureSchedule tasksTake notes on a sales call

http://www.saleswah.com/how-saleswah-works/sales-quote-generator/




Step 6.Send email marketing campaign

Create professional email templatesInsert customization tags (mail-merge)Select the right audienceMail and track response

http://www.saleswah.com/how-saleswah-works/email-marketing-best-practices/




Step 7.Evaluate dashboards and reports

Main dashboard plusAccount DashboardAnd many reports defining the state of your sales operations

http://www.saleswah.com/how-saleswah-works/crm-reports-dashboards/dashboard-quick-overview/






7 steps to become a crm ninja: saleswah crm

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