Introduction
Nurture customer relationships
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1. Set Your CRM Stage
Plan your CRM setup
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Data management 101
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Plan for data imports
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Define the sales process
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2. Leverage Tools for Customer Centricity
Increase team efficiency
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Build seamless automations
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Create brand consistency
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Organize your sales pipeline
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Build a customer-centric CRM
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Leverage surveys
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Delight your customers
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3. Build CRM Reports
Measure what matters
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Map important properties
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Build basic sales reports
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Perform accurate forecasting
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Tell your reporting story
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