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    Solutions, Best Practices and More

    UpCurve Cloud eBooks and White Papers are a resource to learn more about best practices and actionable tips in the Customer Relationship Management (CRM) and Marketing Automation space.

    Your Sales Lead Process is Half-Baked. Learn a Better Way

    The pitfalls of having a ‘Half-Baked’ process, and the steps necessary to achieve a ‘Fully-Baked’ one.

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    The Dynamic Duo: CRM + Marketing Automation Working Together

    A discussion on the importance of integrating your CRM and marketing automation platforms, in an effort to maximize revenue.

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    Best Practices for CRM User Adoption

    Our white paper provides 10 things to consider when implementing a new CRM system to avoid project failure and increase user adoption.

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    Best Practices in CRM Data Migration

    Best Practices in CRM Data Migration outlines a proven framework, along with many CRM data migration tips that both CRM customers and migration developers may find useful.

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    10 Things You Can Do to Ensure Your SugarCRM Success

    Find out what are the ten best practices that will help you roll out a successful CRM system.

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    50 Things Your CRM Should Tell You About Your Customer

    These 50 points of information are intended as food for thought as you develop a CRM information model.

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