#RedditCrm

I'm curious how everyone here handles CRM integartion/ Do you usually have everything synced automatically or do you still need to manual transfer registration and attendee details? Any pro tips I can learn from?…

Hey guys, so I'm working with my cofounder on sales at a growing B2B startup, and we've been trying to get better at managing our pipeline as we bring in more prospects.…

I've been hosting webinars often since 5 months ago, and I'm curious to know what platforms are you using? How do you rate them, like what factors did you look into that made you decide to stick? submitted by /u/Responsible-Spell457 [link] [comments]

Many CRM trials seem to follow a similar path. Someone signs up for a trial, explores the dashboard for twenty minutes, imports a short list of contacts, and makes the decision to invest in it if they think it looks clean.…

I'm writing account research into HubSpot from a Claude workflow. The agent uses Coresignal's MCP to pull company and employee context, then produces a brief and a priority score. The brief gets regenerated when new information comes in.…

In B2B sales, not every lost opportunity is actually lost. Sometimes the timing is wrong, the budget isn't ready, or the customer simply has other priorities. I'm curious how other teams handle these situations.…

We are a very small Travel Agency based in Central America. Right now we're only 2 employees and we have been mainly focused on a B2B model. However, we want to start diving into the B2C model too as B2B is really slow in terms of payments, and we need…

We made loss reasons mandatory in Salesforce and thought that would clean things up It did make the reports cleaner but I’m not convinced the data got much better.…

i build AI tools that sit on top of CRMs for small businesses: salons, restaurants, clinics, agencies. in the last 5 months we connected 250 clients in 22 countries without spending a cent on ads, so i've seen a lot of whatsapp + CRM setups.…