CRM IT Tools

There are a lot of customer pieces to keep track of—how do you do it? You could start with an Excel spreadsheet, but when dealing with multiple locations and people, sometimes a centralized Customer Relationship Management (CRM) tool is even more important.

Topic Objective: Understanding that gathering information & remembering it about your customers is powerful.

Topic Outcome: For the small business owner to create their CRM as soon as possible.

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