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Description

In this episode of Growth Insights, host Olivia Carter and business strategist Daniel Lee discuss the practical steps to successfully implement a CRM system. From defining clear business goals and choosing the right platform to ensuring team adoption and keeping data clean, they break down the process into manageable stages. Listeners will learn why CRM implementation isn’t just about technology—it’s about creating a culture of organized, data-driven customer relationships that support long-term business growth.