Go paperless and make your documents available to your customers online.

At a time when more and more administrative services are recommending or requiring the use of electronic declarations, changing to a paperless system is becoming a major aspect of the digital transformation of companies.

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Engaging in a CRM project, especially for a first experience in customer relations, requires following a number of basic rules mostly based on common sense.

The first of these rules could be summed up as follows:

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One of the most important matters to discuss upon starting a CRM project is the choice of the data that needs managing.

Data must be of good quality and easily integrated into the system. It then needs to be shared with the users concerned, and finally should be analysed and made accessible in different formats...

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You will know all the ins and outs of CRM software after seeing this graphic.

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