SMB Acceleration Show

Small Business CRM - Do You Need One?


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Small Business CRM

  1. Current examples of excel + outlook.
    1. Limitations of this strategy
    2. Insurance company example of using a spreadsheet and comparative rater but no CRM.
    3. Do you need a CRM for your business?
      1. Hubspot
      2. ActiveCampaign
      3. MailChimp (debate whether it’s a crm or not)
      4. Google Drive + Forms?
      5. ...more
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