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CRM for Businesses Outgrowing Spreadsheets
Spreadsheets are remarkably useful. They are inexpensive, flexible, and familiar. They are also where many small businesses begin managing their prospects. There is nothing wrong with that. Until it stops working. Signs that you are outgrowing your spreadsheet You may be ready for a CRM when: You repeatedly forget follow-ups. Several people edit the same prospect spreadsheet. Important information lives in email instead of the spreadsheet. You cannot quickly see the last conv
Rhonda
Sep 152 min read
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