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How Do I Conduct A CRM Software Audit? 6 Steps

Step 1: Define Your Objectives Understanding Your Business Needs When embarking on a CRM audit, the first thing you need to do is sit down and really think about what you want to achieve. This isn’t just about checking a box; it’s about aligning your CRM’s capabilities with your actual business goals. Grab a coffee, […]

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How To Conduct Qa Of New Crm Software

Understanding Requirements Gathering User Needs Before diving into testing a new CRM software, the first thing I always do is make sure I fully grasp what the users actually need from it. It’s crucial to gather requirements from different departments—sales, marketing, customer service—because each team has unique needs. This collaborative gathering process helps in setting

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