Previously, we talked about how important it is to find a CRM that allows you to upload information en masse, making the process much more efficient. Organizing the Excel files housing all of a business’s customers’ information and prepping how the information is organized before uploading to a CRM with mass upload capabilities may be…

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Once a business owner has selected a Customer Relationship Manager (CRM), uploading their clients’ information can be a daunting task if the owner or manager has to enter each customer’s information and their notes one by one. When researching the right CRM for your business, it’s best to find one that can do mass uploads.…

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A business is only be as good as its customers perceive it to be. So how does a business owner keep clients happy? How can they keep tabs and ensure customers are being served appropriately? Most companies don’t just a simple one-time purchase. The road to prosperity is securing multiple visits and purchases from customers,…

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As one surfs the web—visiting favorite websites, purchasing the newest online arrival from your beloved Target collection, streaming that new “it” show Netflix released last Friday while ordering a new vacuum on Amazon—what makes the entire process seamless and enjoyable to a user is a website working quickly and efficiently. Images instantly loading, logging on…

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