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228. James Helm, TopDog Law — Pt.2 Supercharged Intake: From Info Gatherers to Contract Closers

Personal Injury Mastermind

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Selecting and Implementing CRM Technology

In this chapter, they discuss the importance of selecting the right CRM technology and implementing conditional logic to improve the intake process. They also share strategies for overcoming objections from prospects and changing the perception of the intake department to a sales department.

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