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crmTagged Automation, Clients, communication, CRM, customer experience, Customization, engagement, Goals, Implementation, Performance., Planning, Processes, Relationships, Strategies, Tools

The Journey to Mastery: Custom CRM Best Practices

December 7, 2023

How can your business effectively track customer interactions? How is it possible to streamline operations and improve sales by employing […]

crmTagged Automation, Clients, Contacts, CRM, Customers, Database, Excel, Management, Organisation, Reports, Sales, Scheduling., Spreadsheet, Tools, Tracking

Can I use Excel as a CRM?

November 22, 2023

Is Excel just a spreadsheet tool or can it be much more? Could you potentially utilize this ubiquitous software as […]

crmTagged Analytics, Automation, Business, Clients, CRM, Customer, customer service, Data, Efficiency, Industry, Management, Relationship, Software, Solutions, Success

Custom CRM in Action: Real-World Success Stories

October 16, 2023

What is the hallmark of exceptional customer service? How can businesses improve their client engagement and serve them more effectively? […]

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