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What is CRM & How to Avoid the Top 5 Mistakes
In short, a Customer Relationship Management system (CRM) helps you centralize your most important data in one place.
Implementing a CRM can give you a lot of benefits, but it can also give you a lot of headaches. Learn what a CRM system is and how to avoid the top 5 mistakes.
What you will learn in this whitepaper:
First we will help you understand what a CRM system is and how it can help your business grow. Next we will help you avoid these 5 common mistakes:
- Jumping in without a plan
- Trying to do everything (overload)
- Installing without training people
- Not asking for vendor help
- Lack of end user value
