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CRM Management Roles and Skills for Early-Stage Startups

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We’re an early-stage startup trying to figure out our CRM process. For a startup like ours, who typically manages CRM, what’s their usual role or designation, and what qualities or skills are essential for effectively handling it in such a dynamic environment? How does CRM management usually unfold at this stage?

  • Avatar of Amit S.
    Amit S.
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    First, write down your requirements from a CRM, then select the right one, and then select an expert at that CRM to set things up for you. I wrote this detailed article on this topic.

  • Avatar of aryan p.
    aryan p.
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    Amit S. we recently set up hubspot as our crm

  • Avatar of Amit S.
    Amit S.
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    Getting it set up from a professional like Jonathan P. would go a long way.

  • Avatar of Jonathan P.
    Jonathan P.
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    Appreciate the mention Amit S. - very kind of you. aryan p. - not sure if you're in need of onboarding / implementation support but you can check us out here .

  • Avatar of Steve K.
    Steve K.
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    I’m happy to help and discuss. DM me