How to take a contacts-only approach to CRM
Capstone Insights
MARCH 13, 2018
How do you actually mechanize a contacts-only approach to CRM? Ideally, it’s from the start on the first day you activate your CRM. of us, don’t have an opportunity to set up a new CRM from scratch without legacy data. It creates a bottleneck and leads more reps to manage their book of business outside of the CRM.
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