Episode #43: To CRM, or Not To CRM

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Committing to a CRM (aka Customer Relationship Management) is not only a great way to stay focused and organized in business, statistics will show that it also helps with forecasting and growth! In our 43rd ep, Sean & Tim discuss why CRMs are important, when they may not be necessary, and their own experiences working within different platforms. As the wise Bill Shakespeare once said, "To CRM, or not to CRM; that is the question." He was a man before his time, haha.
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Until next time, keep learning + keep growing!

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→ Sean Mooney, Mooney Insurance Brokers: www.mooneybrokers.com/
→ Tim Garrity, The Tim Garrity Team: www.timgarrityteam.com/

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