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How to Make CRM Work Even If You’re Not a Tech Expert

Understand Your Business Needs Identify Key Areas for Improvement When I first started looking into CRM systems, I felt overwhelmed. But the first step was understanding my business needs. I took a good look at where we were struggling—customer follow-ups were falling through the cracks, and communication across teams was often murky. By pinpointing those

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How to Choose the Right CRM Even If You’re Not a Tech Expert

Identify Your Needs and Goals What Are Your Core Requirements? So, first things first, grab a pen and paper—or your favorite note-taking app—and jot down what you actually need from a CRM. Is it just basic contact management, or do you need more? Think about how you interact with customers and what specific features can

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How to Build Funnels and Landing Pages Even If You’re New to Marketing

Understanding the Basics of Funnels and Landing Pages What is a Funnel? When I first got into marketing, I stumbled upon the concept of a funnel and thought, “What the heck is that?” Simply put, a funnel is a marketing strategy that guides potential customers through a journey from awareness to purchase. This journey helps

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