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25 pages match “CRM”
Can AI update your CRM automatically?
Can AI update a CRM automatically? The difference between background sync, rule-based automation and assistant updates, and which one Pebbles Ai offers.
How do you import contacts into a CRM?
How to import contacts into a CRM from Google, Microsoft or a CSV file: prepare the columns, test a small batch and merge any duplicates afterwards.
Which custom fields should a B2B CRM have?
Which custom fields a B2B CRM needs, by sales motion: what to track on contacts, companies and deals, which field type to use and what to leave out.
How do you clean up a CRM before migrating?
How to clean up a messy CRM before importing it into a new system: dead records, duplicates, field mapping, owners and consent records, in a working order.
How do you send one email to a CRM segment?
How to send one email to a CRM segment from your own Gmail or Outlook mailbox with template send, which always asks for your approval first.
How do you keep your CRM up to date with AI?
How to keep a CRM up to date with AI: update each record from chat after a call or thread, choose how much you review, and know what runs only on request.
How do you choose a CRM for a small B2B team?
How to choose a CRM for a small B2B team: a checklist covering data model, pipeline views, email links, lead sourcing, AI with approval and assistant access.
How do you merge duplicate contacts in a CRM?
How to find and merge duplicate CRM contacts after imports and lead runs: choose the record that survives, merge in groups and check what was combined.
How do you add new leads straight into your CRM?
Add new leads straight into your CRM: generate them where records live or import them cleanly, then send them to Attio or Pipedrive under your execution mode.
What are the benefits of a CRM for a small team?
The benefits of a CRM for a small sales team of two to twenty: shared history, visible next steps, clear segments and one home for every new lead.
How do you log sales call notes in a CRM with AI?
How to log sales call notes in a CRM with AI: from a recording or rough notes to a structured summary, then contact and deal updates under your execution mode.
When should you move from a spreadsheet to a CRM?
CRM vs spreadsheet for sales: the signs a small team has outgrown its sheet, what a CRM adds in practice and how to move your rows across with a CSV import.
Which CRM metrics should a small sales team track?
The CRM metrics a small sales team can read off its own records: open deals by stage, overdue close dates, deals with no next step and weighted pipeline.
How does sales automation software differ from a CRM?
How sales automation software differs from a CRM: one keeps the record of customers and deals, the other acts on it. When you need both and how they connect.
How do you move leads from a prospecting tool to a CRM?
How to move leads from a prospecting tool into your CRM: map the fields, catch duplicates, give each lead an owner and keep its source on the record.
What happens to CRM data when you connect a sales tool?
What happens to existing CRM data when a new sales tool connects: read and write access, overwrites, duplicates, and what to check before you approve it.
How do you keep Attio up to date with AI assistants?
Connect Attio through MCP so the Pebbles Ai assistants read and update your Attio records from chat, each write an approval action under your execution mode.
How do you use lead tags to organise prospect lists?
How to use lead tagging to organise prospect lists: agree a short tag set, tag by fit, source and campaign, keep tags tidy and build a saved view for each list.
How does data enrichment differ from data cleansing?
Data enrichment vs data cleansing: adding missing fields versus fixing, merging and removing bad ones, how data enhancement fits in and which to do first.
How do you capture prospect replies in your pipeline?
How to capture prospect responses and move them through the sales pipeline: one inbox, fixed reply labels, CRM updates, dated next steps and a weekly sweep.
How does automation reduce admin tasks for sales reps?
How automation takes admin off sales reps: logging activity, updating records, drafting follow-ups and preparing for calls, with a person approving the output.
How do you coordinate sales and marketing data updates?
Keep sales and marketing data in step: agree one shared record, name an owner for every field, write the stage-change rules and review the exceptions each week.
How do you keep Telegram sales chats beside your inbox?
Keep Telegram sales and group chats in Socialbox beside LinkedIn, WhatsApp and Instagram: pin, rename, mute and archive them, and write every message yourself.
How do you use automation to schedule follow-up reminders?
How to use sales automation to schedule follow-up reminders: pick the triggers, set the timing, choose CRM tasks or calendar events and keep the list short.
What tools do you need for an automated outbound stack?
The tools an automated outbound sales stack needs, layer by layer: data, research, CRM, sending and booking. The smallest stack that works and what to add.
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