Create a functional task list in Excel for getting things done Before you open a blank workbook and start creating a CRM, make sure to define your objectives. Having clear goals will guide your ...

The first step to excel in your CRM career is to know what your goals are, both for yourself and for your organization. What are the key performance indicators (KPIs) that measure your success?

Here are some tips to help you adapt to the role and excel. The first step is to familiarize yourself with the features and functions of your CRM system. You need to know how to use it to track ...

In excel export from Siebel CRM change the format of phone numbers column to the number format. Sort the numbers ascending. Delete all the rows with no phone number entry. Upload the siebel export to ...