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Using CRM and Analytics for Pipeline

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Welcome to your interview.

The question is on your right: Using CRM and Analytics for Pipeline. Take a moment with it first.

Talk your thinking through with me if you like - when you're confident, submit your answer and I'll grade it like a real screen (7/10 or better passes). Discussion and graded submissions share your five interviewer interactions, so spend them well.

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Problem

How do you use data tracking tools, customer relationship management (CRM) software, and analytical tools like Microsoft Excel to manage your pipeline and project margins?