Organise customer and prospect information to track relationships, communication history, and next steps without losing context or duplicating effort.
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Organise customer and prospect information to track relationships, communication history, and next steps without losing context or duplicating effort.
Key concepts and frameworks explained clearly. Quick reference when you need to understand a term, refresh your knowledge, or share with your team.
A poorly configured CRM becomes a graveyard of stale data and missed follow-ups. A properly set up CRM runs your sales process automatically, surfaces hot leads, and forecasts revenue accurately.
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