CRM Implementation & Management

Is anyone on here experienced with the setup and management of the CRM? I am looking to hire someone for the setup and implementation of the CRM for my team.

We have CMS (Customer Success Managers) for that.

Your AM (Account manager) can also help you with the basic.

What’s your site?

Hi Greg,
I emailed you last week about CRM setup and training, let’s schedule a meeting to go over it!

Btw, you should watch this :slight_smile:

Basic training for our own local team here on using action plans and following up on leads.