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The Beginner’s Guide to CRM

“Customer relationship management” can sound intimidating to small- and mid-sized businesses. After all, if your company only has a handful of customers, why do you need a dedicated process or system to keep track of them? A few spreadsheets and rules of thumb will do just fine.

Drive Sales & Marketing Results for Your Business

Customer Relationship Management

Although we do love spreadsheets, we know that approach won't keep you afloat for long. In this day and age, using a customer relationship management tool (CRM) effectively can be instrumental in helping your business grow.

In this guide, you'll learn how small- and mid-sized businesses benefit from using a CRM, what questions to ask when looking into tools, and the features to look for in a solution. We hope this ebook helps you think about ways to create a sustainable new business platform for your business.

"…Through their approach, SilverTech has proven they understand that the best marketing strategies are those that enhance experiences throughout the entire customer journey.”

brian halliganBrian Halligan
CEO, HubSpot