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Whether large or small, any company will benefit from using a quality CRM. It is important to choose a CRM that integrates well with current business systems and makes work easier instead of making it more cumbersome.

This procedure contains information and standards for choosing a CRM, as well as instructions for deploying the system for company-wide use. You can easily edit this procedure to reflect any special steps and equipment that are relevant to your business by removing or adding content as necessary.

“Required CRM Settings and Features” is recommended to be included within the Marketing section of your Company Manual.

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