Get 10 or More Opportunities Using These Three Types of CRM Workflows

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Maximize Your CRM: 3 Proven Workflows to Boost Revenue in 2024

Join Dan Saavedra from MergeYourData as he shares three powerful CRM workflows that can help B2B companies uncover ten new opportunities quickly using existing data. Learn how the Wholesome Precision Signal Strategy has helped clients achieve a 15% revenue boost in six months or less. Dan also provides real client success stories and outlines prerequisites for implementing these workflows effectively in your CRM.

00:00 Introduction and Current B2B Challenges
00:48 Client Success Stories
02:38 Prerequisites for Effective Workflows
04:08 Workflow 1: Re-engaging Idle Prospects
05:33 Workflow 2: Automatic Expansion Conversations
06:59 Workflow 3: Re-engaging Closed Lost Contacts
08:36 Conclusion and Additional Opportunities
10:58 Final Thoughts and Call to Action
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