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Integration guides

HubSpot

It's easy to get started integrating a Salytix sales dashboard with HubSpot. We provide a simple guide that will get you up and running in minutes.

Pipedrive

It's easy to get started integrating a Salytix sales dashboard with Pipedrive. We provide a simple guide that will get you up and running in minutes.

Salesforce

It's easy to get started integrating a Salytix sales dashboard with Salesforce. We provide a simple guide that will get you up and running in minutes.

Microsoft Teams

It's easy to get started integrating a Salytix sales dashboard with Microsoft teams. We provide a simple guide that will get you up and running in minutes.

Zoom

It's easy to get started integrating a Salytix sales dashboard with Zoom. We provide a simple guide that will get you up and running in minutes.

Blog posts

Five different sales pipelines for B2B SaaS, Enterprise Sales, B2C E-commerce, Real Estate and Consultative Sales

A sales pipeline is an essential tool for managing the sales process and tracking progress towards your sales goals. It provides a clear visual representation of where each lead or opportunity stands and what needs to be done to move it forward. There are many different types of sales pipelines, each with their own unique set of stages, depending on the industry and type of product or service being sold. Here are five examples of different sales pipelines with their associated stages

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Setting up a sales funnel in your CRM with the goal in mind

Setting up a sales funnel in your CRM can help you streamline your sales process and reach your goals more effectively. A sales funnel is a visual representation of the different stages of the sales process, from initial contact with a prospect to close of the sale. Here are the key steps to setting up a sales funnel in your CRM

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Agile sales, a new approach to sales that prioritizes flexibility

Agile sales is a new approach to sales that prioritizes flexibility, adaptability, and responsiveness to customer needs and market changes. Unlike traditional sales methods, which rely on set processes and rigid hierarchies, agile sales encourages a more fluid, collaborative approach that can help sales teams achieve better results and stay ahead of the curve.

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Creating Effective Teams by Susan A. Wheelan applied in Sales

Susan A. Wheelan is a well-known author and consultant who has written extensively on the topic of highly effective teams. In her work, she outlines several key insights that contribute to the success of teams.

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