Backstop CRM
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Backstop CRM

How to Automate Sales Meeting Logs using Backstop Excel Toolkit

It is no secret that I’m a big fan of leveraging Backstop Excel Toolkit (ETK) and Report Builder to extract actionable insight out of Backstop CRM. Fresh data comes out on a silver platter with a simple mouse click; life can hardly get better than that.

It can actually get better than that! Let’s first run through a quick Pros & Cons analysis of this…

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