Best CRM for B2B sales | CRM Tips
Автор: OnePageCRM
Загружено: 2025-06-18
Просмотров: 131
If your business sells to other businesses, you need a CRM built for B2B sales—one that helps you manage not just contacts, but entire organizations, relationships, and deal pipelines. The Organization View in OnePageCRM is designed to give sales reps and account managers a complete picture of their B2B client relationships. From managing company records and contacts to syncing statuses, deals, and communications, it makes B2B contact management simple and efficient.
💡 In this video, you’ll learn how to:
✅Navigate between B2B and B2C views
✅Access the Organization (Account) view
✅Manage associated contacts, deals & tasks
✅Link external contacts
✅Use custom fields for companies
✅Clone contacts and split organizations
✅Sync statuses and tags across organizations
Whether you're tracking multiple stakeholders or need a CRM that shows the full picture at the company level, OnePageCRM is the simple B2B sales.
🎓 Want to become a certified CRM expert? You can sign up to our FREE 1-hour Sales Academy course, where you'll get first-hand experience with an action-focused sales CRM, use Next Actions daily, and receive a certificate of completion at the end. Sign up at: https://onepagecrm-salesacademy.think...
🔗Try OnePageCRM free for 21 days (No credit card required!): https://www.onepagecrm.com/?cid=youtube
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