- January 6, 2024
- Posted by: admin
Are you looking for a CRM data capture and utilization checklist? If so, you’ve come to the right place. This checklist will help you ensure that you’re capturing and utilizing data effectively in your CRM system.
- Define your customer base
- Define what data you want to collect in your CRM system.
- Identify your customer touchpoints
- Choose the method or methods you will use to collect this data.
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