This guide describes how HIPAA relates to healthcare organizations’ use of CRM software, and how these businesses can ensure compliance with the cybersecurity requirements of the law.
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Guide to Building a Sales Funnel
by Successful IBO • • 0 Comments
A sales funnel can help you track your leads as they progress closer to becoming paying customers.
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How CRM Works in the Sales Funnel
by Successful IBO • • 0 Comments
CRM software can inform you about your customers and how they move through your sales funnel, helping you improve the customer experience from prospect to buyer.
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How CRM Benefits Marketing Campaigns
by Successful IBO • • 0 Comments
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How to Perfect Your Lead Generation Process
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Perfecting the lead generation process could result in more sales and faster business growth.
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How to Develop a Sales Report
by Successful IBO • • 0 Comments
Here’s how to develop a sales report that provides detailed information on your sales department’s performance.
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IRS Tax Extensions and Your Small Business
by Successful IBO • • 0 Comments
Preparing your business’s tax return takes time. For some, it may be hard to meet the federal filing date. The IRS has a mechanism in place to extend the deadline.
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How to Maintain HR Compliance
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What Employers Need to Know About OSHA Form 300
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6 Ways to Create an Effective Sales Forecast
by Successful IBO • • 0 Comments
In order to be prepared for your company’s future, you need to be able to properly forecast what your sales are going to be.