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How do you manage your B2B partners using a CRM?
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I log all interactions—emails, calls, proposals—so I never forget crucial details or deadlines.
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I use CRM to track all interactions with partners, deal history, and progress in negotiations. It helps keep all data in one place, ensures nothing important is missed, and improves communication.
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Automated reminders help me follow up on next steps, so no deal slips through the cracks.
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I also track each partner’s activity over time, seeing which ones might be slipping away or who’s ready to scale.
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