How to Get Everyone at Your Small Business to Use Your CRM System

Gene Marks
Nov 8, 2023

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Why your employees should be using your customer relationship management system

Highlights

What Is a CRM System?

  • CRM stands for a Customer Relationship Management system.
  • These are used for sales, marketing and management services.

How Can You Get All of Your People to Use Your CRM System?

  • First, have an administrator who is in charge of your system.
  • This is someone in charge of the database in the CRM system.
  • Next, have good reports coming out of your system.
  • Look at the data regularly to run your business.
  • Lastly, make sure there is an executive in charge of the system and that person is held accountable.

Listen here: https://sba.thehartford.com/media/podcasts/how-to-get-everyone-at-your-small-business-to-use-your-crm-system/

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Gene Marks
Gene Marks

Written by Gene Marks

Columnist on smallbiz, economy, public policy, tech for The Guardian, The Hill, Philly Inquirer, Wash Times, Forbes, Entrepreneur. Small Business owner and CPA

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