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How To Retrieve Information From Crm To WordPress

January 26, 2025

Understanding the Role of Your CRM What is a CRM? Alright, let’s kick things off with the basics. A Customer Relationship Management (CRM) system is where all your customer data hangs out. Think of it as the digital filing cabinet for all the important info about your clients. Every interaction, every sale, every inquiry is […]

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How Can I Make A Phone Call From Crm To My Desk Phone

January 25, 2025

Understanding Your CRM System Getting to Know the Features When I first started using a CRM system, I realized that it’s more than just a database. There are many features that can enhance communication. Each CRM is unique. Some have built-in telephony systems while others require additional integrations. It’s essential to dive into the specific