Tag: data visualization

Is Excel a CRM?

Customer Relationship Management (CRM) is an essential tool for businesses hoping to keep their customers engaged and build strong relationships. Excel is a powerful tool for managing data, but is it a CRM? The answer is no, but it can be used as part of a CRM system. At its core, Excel is a spreadsheet […]

How do you build a CRM step by step?

A customer relationship management (CRM) system is an essential tool for businesses of all sizes. It assists in keeping track of customer information, interactions, and analytics that can be utilized to enhance customer service and increase sales. Constructing a CRM system can be an intimidating task, but with the right steps, you can have it […]

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