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Lead automation, CRM data and the spreadsheet work in between.
What is lead routing?
Lead routing gets each new lead to the right rep. Inside your CRM it's easy to start. Leads coming in from other tools are where the time and the cost go.
Daniel PankOctober 8, 202612 min read
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Is the spreadsheet warrior a dying breed?
No. The repetitive half of the job is going. The half that counts, knowing when a total looks wrong, is not.
Daniel PankSeptember 22, 20268 min read
Data qualityCleaning data: what it means, and who ends up doing it
Everyone agrees the data is a mess. What nobody agrees on is what clean means, or whose job it is to get it there.
Daniel PankSeptember 22, 20269 min read
CRM strategyBuilding your own CRM is the easy part
AI made building your own CRM realistic. What it did not touch is the part after that: being the person who keeps it running.
Daniel PankSeptember 22, 202610 min read
CRM dataThe hidden gap in migrating your CRM data
A migration moves your data. It does not check any of it. The gap in between is the only time the whole database passes through your hands.
Daniel PankSeptember 22, 202610 min read
CRM migrationRisks of migrating your CRM
Migrating used to be the thing nobody risked. It is routine now, and the risks that remain are mostly about what you carry across.
Daniel PankSeptember 22, 202611 min read
CRM dataThe CRM import problem
Most companies still import by hand, one person holds the queue, and the data that reaches the CRM is never all of what was sent.
Daniel PankSeptember 22, 202611 min read
Lead automationShould you automate your lead flow?
9 times out of 10, yes. But one bad import is all it takes for a company to throw the whole thing out and go back to doing it by hand.
Daniel PankSeptember 22, 202610 min read
Lead automationWhat is lead automation and how to do it better
Lead automation is easy to switch on. Keeping it clean when three providers all spell the same company differently is the part that isn't.
Daniel PankSeptember 22, 202611 min read
Stop importing lists by hand
Operelio cleans, formats and pushes your lead data into HubSpot, Salesforce or Pipedrive, and holds anything that needs a look.