CRM (Customer Relationship Management) setup refers to the process of installing, configuring, and customising popular SaaS CRM platforms like Salesforce, HubSpot or Zoho to track sales interactions, manage leads and accounts and analyse marketing effectiveness.
CRM centralises all customer data and communication history in one platform, providing sales and marketing deeper insight while saving huge manual effort coordinating between siloed spreadsheets/documents/emails. This leads to higher productivity and sales.
Ability to tweak the system as needs evolve
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