Challenges in Not Using Leads in Your CRM: Data and Process
Capstone Insights
NOVEMBER 23, 2017
Last week I professed my love for only using contacts and accounts in CRM (and my disdain for using leads). Data is focused on how an organization manages and structures its CRM data and process is focused on how people use and interact with a CRM. Do you still use only one account in the CRM or is it reflected as two?
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