How are you currently managing your business processes and customer relationships?
What challenges do you face in terms of efficiency and organization?
Who within your organization is responsible for overseeing and optimizing both customer relationship management and business efficiency?
Which specific team members spend the most time on tasks related to CRM and business efficiency in your current setup?
Can you share insights into the process the last time your organization made changes or upgrades to its CRM and business efficiency tools?
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