Help! What is a CRM and how do I choose one?

One of the bigger, if not the biggest business decision is purchasing a new CRM system. (Customer Relationship Management system)

This information is not Salesforce specific!!!

While I do consult on Salesforce, this guide is deliberately about what a CRM can do for your business or charity. It is not about Salesforce!

So, grab a cuppa, sit back and watch the video. It’s about 20 minutes long.
At the end you should know what to consider before looking for a CRM system.

Good luck!

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