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CRM Tips and Tricks for beginners

This PPT contains the simple CRM tips and tricks for beginners to use it for their business. http://lyracrm.com/

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CRM Tips and Tricks for beginners

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  1. CRM Tips and Tricks for Beginners • CRM – Customer relationship management software is important for sales, marketing and customer service. • Thisdata analytics tools will help you to capture your clients’ information which helps to interact with them.

  2. Automate Processes • In CRM app you will get workflow automation features, use its advantage to eliminate repetitive tasks and time-consuming. • If you add any new leads to CRM, then CRM software will programmed to send follow-up emails, promotions and other interactions. It is easy to engage with clients in sales process.

  3. Update Customer Information • CRM will only be effective if you are updating the current data. • Because if the customers address or contact mode changed, you’re sales and marketing team should update it for business growth.

  4. Learn from Analytics • It is possible to analyze customer behavior and trends in CRM. • Customer data also used to shape the marketing and sales tactics. • Try to learn from your CRM data analytics, if not, then your business growth will be limited.

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