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Raihan Ali
Apr 04, 2022
In Welcome to the Forum
True or false: crm implementation and crm email list configuration are the same thing. To give up? False! What is the difference? Implementing crm is like building a house. Setting up the crm is like furnishing the house and making it your home. The two go together and may overlap in a few areas, but they are not the same thing. Customer relationship management (crm) software can be confusing – and understanding how to use all the features of your crm software for your business is tricky. What happens in the crm configuration? What are crm best practices? Is there a framework to follow? This is your crm installation guide. Does it look like a floppy disk from 1996? Maybe, but as you go through your setup process, you'll see that installing a modern crm can have a huge impact on your sales. Here is a 6-step process that will teach you how to set up a crm system:map your customer journey define email list your business and business processes create custom fields, stages, and pipelinesmigrate your customer information integrate your tools and automate manual processesadd users and set permissions step 1: map your customer journey whkc3qfnq customer journeyhow do your customers become your customers? (via investing)how you set up your crm strategy depends email list on what you want your crm to do for you. What you want your crm to do for you depends on how your business gets customers. To sell as a small business, you need to answer 3 key questions:how do people know you? How do you know when they are ready to buy? How do you close deals and sell? When you understand how you find and sell to customers, you will naturally notice the things a crm solution can help you with. The result? A tool that takes the headache out of managing by keeping track of every prospect and customer. How do people know you?
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Raihan Ali

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