Sales 180 minutes

Build a CRM System That Works

Implement and optimize customer relationship management

About This Task

Set up processes and tools to track, nurture, and convert leads effectively.

Steps to Complete (6 steps)

1

Choose CRM platform that matches your business size and complexity needs

2

Design lead capture processes that automatically feed into your CRM

3

Create standardized data entry protocols to ensure consistent information quality

4

Set up automated workflows for lead nurturing and follow-up sequences

5

Train team members on proper CRM usage and data management practices

6

Generate regular reports to track sales performance and pipeline health

Tags

conversion crm customer-management lead-tracking
hello@recoon.com Created by hello@recoon.com
4 weeks ago

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