CRM & Customer DataAudit #1
When you need to find a customer's history, follow-ups, and current status, where do you look?
A
I search through Excel, Google Sheets, or scattered files.1/A
B
We use a system, but information is often incomplete or duplicated.2/B
C
We use a centralised CRM with assigned ownership and follow-up tracking.3/C
D
Our CRM is integrated with our lead sources and automates much of the workflow.4/D
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