Structuring according to your sales process

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The third step in creating a CRM dashboard is to customize the tool so it's perfectly aligned with your unique sales process. Every business operates differently, and the CRM dashboard should accurately whatsapp number list reflect your specific sales pipeline and how you engage and manage customer relationships.

For a business that juggles different customer segments or offers a multitude of products, it's wise to set up separate dashboards for each category. This organization allows you to closely monitor customer journeys and break down sales by product group or market segment. This segmented approach makes it easier to understand sales dynamics and helps identify areas where targeted actions are needed to boost performance.


Developing the CRM table
The fourth step in developing your CRM dashboard is to put into practice what you determined in the previous steps. You've identified your key performance indicators and the specifics of your sales process, which now gives you a clear vision of the elements to include in your CRM dashboard.