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Create a CRM Launch Action Plan & Automate for Sales Success
The Launching CRMs & Marketing Automation for Sales Success Workbook walks you through the necessary planning stages of launching a CRM built on your unique company needs.

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Step-by-Step CRM Planning Guide

Identify and plan key CRM components that will push your sales processes forward.


K.I.S.S. Style Sales Flow Mapping

Build a sales flow that is robust, yet simple to implement.


Tagging & Email Automation Mapping

Create a segmentation and engagement plan that increases your close rate and customer return rate.

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  • 1xCRM Planning Workbook$7
    -+

All prices in CAD

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