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It’s time for Stuart the CRM Mechanic to give another Quick Tip for you and your team. Quick #CRM Tip: See the customer’s point of view when planning your new CRM solution. Stuart the CRM Mechanic brought to you by https://smbdyn.com
Stuart the CRM Mechanic has a Quick Tip for you and your team! Quick #CRM Tip: Before you choose your new CRM solution, it’s a good idea to decide which teams or users will be impacted by your solution. Stuart the CRM Mechanic brought to you by https://smbdyn.com #SMBs
The Final Step of Your CRM Journey: Assign Tasks and Responsibilities Welcome to the eighth and final blog of our 8-part blog series, The Ultimate Guide for Your CRM Success. In this blog we cover the final and most important step, assigning tasks and responsibilities. During this blog series, we hope you’ve gained a better understanding... Read More
In part 6 of our 8 blog series, you learned how to turn your work breakdown structure into a list of goal-driven deliverables. Now, it’s time to create milestones for those deliverables to fall under. What are Milestones? Milestones are like the stanchions of a bridge, each one marking the completion of a significant segment.... Read More
