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What is CRM? Customer Relationship Management Explained

Up and Running

Typically, this is most valuable for marketing, sales, and service teams who are actively working on lead generation. This can be direct business partners, vendors, or even affiliates that you identify a mutual benefit from sharing data. It can actually expand to you and your business collaborating with other businesses.

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The Ultimate Guide to Starting a Software Company

Up and Running

While it’s useful to be able to have a sales forecast and expense budget early on, it’s not something you need until you’ve validated your idea. Later you will want to come back and create a proper sales forecast, cash flow forecast, and expense budget. Circle back and create a more detailed forecast.