When it comes to your CRM system – consistency is key. In this section, we cover some key best practices for cultivating proper data hygiene and security so that you can ensure your valuable data remains safe and usable. Then, we look at a some best practices for monitoring the performance of key areas, as well as the CRM itself, so that your system continues to meet your specific business needs.
Why not check the glossary to make sure you are familiar with key terminology?