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CustomerRelationship
Management
Best Practices
1. Choose a CRM that fits your need.
2. Adopt a user-friendly solution and provide training.
3. Automation keeps your data up to date in real-time.
4. Ascertain that the current data is up to date and
clean..
5. Validate and Enrich every lead data that comes in.
6. Turn CRM functionality into a better customer
experience
7. Adapt with changes.
8. Customize your analytics and reporting.
9. Focus more on business processes than technology.
10. Look for more opportunities to be proactive

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Top 10 Customer Relationship Management best practices.pptx

  • 1. CustomerRelationship Management Best Practices 1. Choose a CRM that fits your need. 2. Adopt a user-friendly solution and provide training. 3. Automation keeps your data up to date in real-time. 4. Ascertain that the current data is up to date and clean.. 5. Validate and Enrich every lead data that comes in. 6. Turn CRM functionality into a better customer experience 7. Adapt with changes. 8. Customize your analytics and reporting. 9. Focus more on business processes than technology. 10. Look for more opportunities to be proactive