Editors
Desks
Articles are assigned to the relevant desk, not to an individual. Each desk is responsible for part of CRM Stack.
Desk Sales Operations
Pipelines and activity
Covers pipeline stages, activity capture and the reporting sales managers rely on each month.
Desk Vendor Selection
Evaluation and cost
Compares CRM platforms on configuration, integrations, permissions and ongoing cost.
Desk CRM Data
Contacts and quality
Looks at contact and account structure, duplicates and the routines that keep records usable.