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Sales Software
How to determine your CRM requirements (free template included)
Selecting the right CRM can be tricky. Learn how to first determine your CRM requirements and find a CRM that meets your business needs.
Sales Software
Building a CRM? Read these 5 critical considerations first.
A CRM is too essential to your business to risk failure. If you’re on the fence about whether to buy or build a CRM solution, consider these factors first.
Sales Software
Must-have CRM dashboard elements for sales teams
The right CRM dashboard is essential in providing a visual overview of sales operations and highlighting if everything is on track or not. Dive into must-have elements for a CRM dashboard.
Sales Metrics & Data
34 powerful CRM reports you should be using
Your CRM allows you to spend time analyzing reports, rather than creating them. CRM reporting provides valuable insights that can improve your sales process. But do you know which reports can provide answers to which sales questions?
Sales Management
CRM best practices for every stage of the sales funnel
Learn how to get the most out of your CRM through every stage of the sales funnel, from prospecting to won/lost deals.
Sales Software
Uncovering the hidden costs of CRMs
There are a variety of hidden costs when purchasing a CRM. Do your research upfront so you don't get blindsided!
Founded in 2008, Expensify is a San Francisco-based financial services company that provides an online expense management service for customers worldwide. Find out how Expensify partnered with Base to grow their sales.