A CRM is only valuable if your team uses it. Start with your sales process, not the feature list.
Questions to ask
- How do leads reach us today, and where do they get lost?
- What stages does a deal move through?
- Which tools (website, SMS, email, accounting) must it connect to?
Rollout tips
- Start simple and add automation later
- Import clean data only
- Train the team and review the pipeline weekly
Need help putting this into practice?
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