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The Essential CRM Management Toolkit

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The Essential CRM Management Toolkit - Cover PageCloud computing may be the wave of 2014, but hundreds of companies using cloud customer management (CRM) platforms like Salesforce, Zoho, SugarCRM, etc., consider them a failure. The primary reason: difficulty of adoption. Purchasing CRM platforms is expensive, but setting up the CRM implementation, training your team, and getting consistent data updates can be more painful. Even if your roll out is perfect, many companies are beset by data duplication and outdated contacts within a matter of months.

That's why we recommend starting simple when it comes to CRM platforms. Prialto's Essential CRM Management Toolkit goes through what you need to keep in and what you need to get rid of upfront. It also provides step-by-step worksheets and additional resources to walk you through the process of setting up your CRM system and finding the right person to lead the charge.

The toolkit will give you a range of context throughout the CRM adoption process. You can use it to train or convince your colleagues. Or you can just use it to configure the platform for your company's needs.

To download your CRM management toolkid, click on the image below or click here.


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“This article was originally posted by Prialto: The Virtual Support Service for Executives. Prialto Virtual Assistants are geared to actually pull your business forward and make delegating easy”

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