CRM Basics
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CRM Software Basics: A Beginner’s Guide for Small Businesses

Quick answer: CRM software is a customer relationship management system that organizes contacts, conversations, sales opportunities, tasks and reporting in one place. Small businesses use it to improve follow-up, reduce lost information and create a repeatable sales process. Customer information often starts in several different places: spreadsheets, inboxes, mobile phones, paper notes, and messaging applications.…