To function effectively, your CRM must be continuously updated with new data. This procedure clarifies the recording process in order to encourage regular usage of the system. It contains critical data types, instructions for recording customer communications, and the benefits of accurately recording customer data.
You can easily edit this procedure by replacing the tokens in brackets, and by removing or adding content as necessary.
“CRM Recording Guidelines” is recommended to be included within the Marketing section of your Company Manual.
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