CRM Best Practices: Setting Up Your CRM for Success, featuring Scott Moss

Most CRMs are a complete mess. But here's how you can set up yours so it actually works for you, giving you the insights and action items you need every day. Setting up a CRM is more than just entering data. It's about organizing that data in a way that turns every interaction into an opportunity for growth. You'll learn about segmenting and tagging leads with precision.