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Your complete CRM handbook

Sponsored by Salesforce

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A customer relationship management (CRM) platform allows you to monitor the relationship with your clients in a single place. As your business grows, an Excel spreadsheet or note book won’t cut it when it comes to keeping record of all the contact information, orders and customer interactions you need to have on file.

By implementing the right CRM for your business, you’ll start to see increases in productivity, an improved overview of your employees’ and customers’ interactions and you can start to maximise your return on investment.

Developing a CRM strategy can help you understand what technology you need to support your goals, help you define your vision, get buy in from your team and help you prioritise your tasks. This eBook breaks down everything you need to know to get started with CRM.


Salesforce, the global leader in customer relationship management (CRM), empowers companies to connect with their customers in a whole new way.