A Beginner’s Guide to CRM

I often get asked, ‘So, what exactly do you do?’

The short answer is “I help companies connect with their clients!”

Everyone agrees that success is derived from the clients’ satisfaction but Clienteling and CRM tend to take a backseat to the accustomed roles of Sales & Marketing. In truth effective Clienteling is part of a complex journey that shapes the relationship between a service/product provider and a client. 

Here is a handy guide to understanding that journey.

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