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Chapter 1: What is a CRM System? While new businesses can get away with using spreadsheets when managing their sales, marketing and customer relations, this approach is not advisable once a company has started to expand. The time you invest in data entry could be better spent attracting new leads and converting them into customers.....

Major Types of CRM CRM systems can be divided into two categories: cloud and onsite/on-premise. Choosing which will be best for you......

Chapter 2: What Can Good CRM Software Offer? A significant number of businesses and organisations have claimed that the data they obtain from their CRM systems provides them with a competitive advantage. Moreover, many companies have noticed a notable increase in their leads, revenues and customer retention rates after they started using a dedicated CRM tool. While an integrated CRM platform can be an asset for any business, the results will ultimately depend on your software. As not all CRMs are the same, it is crucial that you invest in a system equipped with functionalities that will support your organisation’s day-to-day operations.

Chapter 3: Bespoke CRM Solutions As discussed earlier, with a whole host of practical features and functionalities, a CRM system can certainly help your business reach greater heights. However, it is worth remembering that not all businesses are the same. Even those in the same industry have specific characteristics that make them unique. Therefore, why should you invest in an off-the-shelf system that provides a “one-size-fits-all” solution?

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An Essential Guide to CRM Software