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Tips for Getting More Benefits Out of CRM

Nowadays, CRM is surrounding marketing, customer service, business intelligence and several other functions. Some CRM systems can also be transformed into enterprise resource planning solutions with the use of apps and third-party add-ons. CRM has come a long way and now can include artificial intelligence, automation, data enrichment through aggregation of contact information from other sources. This article explores some tips for getting more from CRM. They are:

1.       Automate processes and data entry

2.       Clear the clutter of unnecessary data fields

3.       Integrate customer behavior

4.       Use activity management within the CRM

5.       Revisit integrations frequently

6.       Implement automation


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Wednesday, 12 August 2020
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