crm

Email Marketing & Automation @rajc 1 month ago

Setting up a CRM for a 12-person team, where do you even start?

We've run sales out of spreadsheets for years. Now we've paid for a crm and it's an empty shell: pipelines, custom fields, lead scoring, email sync, all waiting. What did you set up first, and what do you wish you'd left for later?

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Email Marketing & Automation @katev 1 month ago

is hubspot overkill for a 6 person company?

Sales lives in spreadsheets, marketing uses Mailchimp, and nothing talks to each other. Someone suggested HubSpot. For a team our size, what does it actually fix, and which hub would you start with?

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Email Marketing & Automation @vikramj 1 month ago

Which CRM did you settle on for a small sales team?

Four salespeople, roughly 2,000 contacts, currently living in a shared spreadsheet nobody trusts. Need pipelines, email tracking and something the team will actually open every day. What are you using and what made you pick it?

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