Chapter 7

Setting Up Your CRM Elements


check Establishing roles and responsibilities for your users

check Defining groups and data fields

check Storing your data effectively

check Automating interfaces with accounting

check Connecting other software to your CRM

Your CRM is the heart of your business. Your CRM database stores detailed and relational information about the relationships you have with your leads, clients, and vendors. The information stored and transferred between members of your organization is connected like branches in a tree. Data collected and the conclusions drawn from your analysis must travel to the right branches to keep the tree alive.

In this chapter, you discover the first steps in setting up your CRM. Your users must have access to the relevant data they need to accomplish their goals. Users need access to information that helps them do their jobs better. They need rights to view and edit data in the CRM that is relevant to them, but not change data they shouldn’t be able ...

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