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Automating Your Sales Process with CRM

Automation is the key to a successful sales process. Once a prospect registers on your website or walks into the sales center, a workflow with automatic triggers, emails and task notifications will keep your sales team organized, efficient, and one step ahead.

In this Lasso guide, you will learn:

  • Expectations of the educated consumer
  • Why building relationships is important
  • Automation’s role in the sales process
  • Where email marketing, website analytics and reporting fit in
  • The importance of an Online Sales Counselor
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