CRM can be an unruly beast, but with the right approach, you can tame it to your will. Follow the guidelines in this cheat sheet, and you'll be well on your way to a successful implementation.

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Lars Helgeson is a pioneer in sales and marketing technology. His CRM platform for small to mid-size businesses, GreenRope, was built from scratch and has grown to include over 3,000 clients in more than 40 countries since its inception in 2011. He is a frequent speaker for small membership organizations and conferences.

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