Efficient CRM System Setup
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About this service
Summary
She efficiently set up CRM systems tailored to client needs, using her tech-savviness to enhance client management and lead generation strategies.
What's included
Develop a strategy
Have a kick-off call discussing how they would like system setup
Setup system
This consists of signing up or gathering the credentials, contacts, and other items needed to start the initial system setup.
Work on whatever needs done
Whether it setting up the settings for the first time or important contacts or setting up lists for contacts
Skills and tools
