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Most companies start with managing their business in Excel spreadsheets. But over time, they start considering the purchase of a CRM.
CRM implementation is like visiting the dentist. Companies know that they need the system, but they are afraid to implement it.
We know from practice that there are similar prejudices about CRM as about most IT systems. It must be clear, intuitive and simple.
A CRM is a system in which you record everything from meetings and phone calls to client information to entire business cases and all the details about them.
Read on for 6 tips to help you choose the right CRM for your needs and streamline your company's business processes.