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The Keys to Setting Up a CRM for Your Lead Qualification Team

by Devon McDonald

The Keys to Setting Up a CRM for Your Lead Qualification Team

by Devon McDonald

Without a fully built-out CRM, lead qualification can be a nightmare, not to mention completely unproductive.

As OpenView Venture Partners Senior Associate Devon McDonald instructs, for companies launching a lead qualification team, or setting up a CRM for their lead qualification team for the first time, there are two key tips to live by: keep it simple and keep it organized.

For more detail, watch the video from OpenView Labs. And for more multi-media advice on launching a lead qualification team, be sure to check out this infographic from OpenView, as well.

author

Devon McDonald is a Partner at OpenView, where she sits on the firm’s investment committee and oversees OpenView’s Growth team, a group of Research, Sales and Marketing Strategists responsible for helping its portfolio companies acquire more customers and scale at...

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