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Where to find a CRM

This is final post answering the what, why, who, when, and where of CRM systems. Previously, we answered the questions: ‘What is a CRM system?‘,
Why does your business need one?‘, ‘Who should use it?‘, & ‘When implement a CRM?Where to find a great CRM
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Map out and ingrain your sales process
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– How do potential customers find you and how do they get into your CRM?
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– What happens to those leads once they are in your CRM?
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– What steps does your business follow when a lead is received?
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– What happens when your sales team closes a deal?
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Train your staff how to use the CRM
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– Does your team understand why you’re implementing a CRM system?
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– Is your business aware of the time-saving benefit the CRM will provide?
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– Does your business understand the customer lifecycle and how a CRM can help?
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Use workflow automation to avoid repetition
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– What actions are performed on every lead, contact, project…and can it be automated?
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– What specific tasks should be automatically assigned to a salesperson once they receive or convert a lead?
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– Is there information from one module that if changed should update information another module?

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Now, you know the what, why, who and when of a CRM system, it’s time to decide where you go from here. If you have any questions or would like to find out how we can help your business, contact us.
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