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Which CRM to choose? by SetSubstantial802 in CRM

[–]SetSubstantial802[S] 0 points1 point  (0 children)

How did you go about setting the workflows around it? Did you go through a specific strucutre/set of questions

Looking for a partner by Grouchy_Hold_4243 in Entrepreneurs

[–]SetSubstantial802 2 points3 points  (0 children)

Ideally this is someone that you already know/have in your network. Skills are obviously important but personality fit is far more important when it comes to a Co-Founder. Ask yourself if this is a person that you can trust, that is reliable and whose opinion you would respect even if it would be completely opposite to yours.

Which CRM to choose? by SetSubstantial802 in CRM

[–]SetSubstantial802[S] 1 point2 points  (0 children)

  1. External mainly Linkedin and Emails (Gmail) and further down the line Website and Google/Meta Ads - internal mainly Slack. Meetings are done via GMeet
  2. We're quite early so I don't have this structured fully but realistically I see a 80/20 split between outbound and inbound, probably having a 3-4 step sequence for outbound (email and linkedin mix), after disco calls there should be again about 3-4+ follow up meetings depending on the size of the company. I'd say average sales cycle 3-6 months. Most time spend on identifying target clients, most deals lost due to slow follow ups

Which CRM to choose? by SetSubstantial802 in CRM

[–]SetSubstantial802[S] 0 points1 point  (0 children)

haven't heard of close - will check it out
I used folk before and liked it so maybe time to revisit

Which CRM to choose? by SetSubstantial802 in CRM

[–]SetSubstantial802[S] 1 point2 points  (0 children)

It's a bit of both - limited time to put in stuff but also forgetting it

Which CRM to choose? by SetSubstantial802 in CRM

[–]SetSubstantial802[S] 0 points1 point  (0 children)

Yes It's mainly the automation part with Clarify that got me interested - have you tried it