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How To Integrate Crm With Project Management Free

Understanding Your Goals Identifying Personal and Team Objectives When I first started on my journey to integrate CRM with project management, the first thing I realized was how important it is to understand what I wanted to achieve. I began by sitting down with my team to brainstorm and assess our individual and collective objectives. […]

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How To Integrate Crm With Project Management

Understanding the Importance of Integration Why CRM and Project Management Work Together Hey there! I’ve spent years juggling customer relationships and project timelines, and believe me, I’ve seen the magic that happens when you merge your CRM with project management tools. First off, CRM systems are all about relationships. They help you track customer interactions,

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