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How To Use Excel As Crm

Understanding Your CRM Needs Identifying Key Features When I first started using Excel as a CRM tool, it was crucial for me to identify what I actually needed from a CRM system. CRM stands for Customer Relationship Management, and it’s essential to understand that different businesses have different requirements. For me, it was all about […]

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How To Use “Bullhorn” As Crm

Understanding Bullhorn as a CRM Tool What is Bullhorn? Let me start off by saying that Bullhorn is like the Swiss Army knife for recruiters and companies looking to manage their customer relationships. It’s a robust platform, mainly designed for the staffing and recruitment industry. So, if you’re in that field, Bullhorn’s got your back.

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How To Use Gmail As Crm

Hey there! If you’ve ever thought about using Gmail not just for emails but as a nifty CRM tool, you’re in the right place. I’ve spent quite a bit of time figuring out how to make the most of my Gmail, and let me tell you, it’s totally possible. Here are five key areas where

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How To Use Outlook As Crm

Hey there! Today, I want to share something that has really transformed the way I manage my contacts and communications—using Outlook as a CRM (Customer Relationship Management) tool. Many folks might think of CRM software as just another complex system, but believe me, Outlook can be a game-changer if you know how to utilize it

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How To Use G Suite As Crm

1. Setting Up Your G Suite for CRM Functions Understanding G Suite Tools When I first decided to use G Suite as a CRM, I realized it’s not just about setting up Gmail. It’s a whole suite of tools that can enhance your customer relationship management. You have Google Sheets, Drive, Calendar, and even Google

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