To Set Up Crm | How To CRM

How To Set Up Crm

March 17, 2025

So you’ve decided to get a Customer Relationship Management (CRM) system going? That’s awesome! Having a CRM in place can transform your business and take your customer relationships to the next level. Let’s break down how to set one up into practical, manageable steps from my own experience. Here’s how I tackle it. Define Your […]

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How To Set Up Crm In Hubspot

January 22, 2025

Understanding the Purpose of a CRM What is a CRM? Okay, so first things first, let’s break it down. A CRM, or Customer Relationship Management system, is basically a tool that helps businesses manage and analyze customer interactions. It’s like a magic vault where you can store all your conversations, sales activities, and customer info.