The Path of the Social CRM Buyer
Meeting Sales Prospects for the First Time
Winning Over Clients: The Fourth Step in the Selling Cycle

The Social CRM Setup

Step 1 of 5
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Business data is collected.

CRM and other systems already in place collect company data. Information about financials, sales, and marketing are all part of the mix. For example, you can look up a customer’s purchase history to see what he’s bought and how long he’s been a customer.

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