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Use your CRM data to create these reports. 4. Implement decisions based on CRM data Create business strategies and make data-driven decisions based on information recorded in your CRM database.

Shifting CRM from a System to a Strategy To fully realize the potential of CRM, firms must shift their approach from viewing it as just a system to integrating it as a core part of their business ...

Every billing transaction generates valuable data that can be used to refine CRM strategies. When billing and CRM systems are fully integrated, businesses can enhance their CRM by: By harnessing ...