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CRM Management

CRM MANAGEMENT

Customer Relationship Management (CRM) systems are essential tools for managing your relationships and interactions with customers and potential customers. A well-managed CRM system can help streamline your processes, enhance customer satisfaction, and drive business growth. At Yin Executive Services, we offer comprehensive CRM management services to ensure your CRM system is set up, maintained, and optimized effectively, allowing you to focus on building strong customer relationships.

 

  • Set up of your chosen CRM

  • Assistance updating/Maintaining your CRM

  • Tidying up the data in your CRM

  • Monitoring and inputting new clients/sales pipeline

  • Setup tasks/to-do lists/reminders

  • Input additional data

  • Monitor subscriptions and mailing lists

  • Assist with newsletters or mailouts

  • Co-ordinate calendars

  • Integrate and Automate applications

Cube Business Media
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Dedicated Commitment

"Yin always provides 110% and will always ensure every customer is carefully managed to ensure the greatest outcome."

Mark Stephenson

President

Cube Business Media Inc

North Vancouver, Canada

Great work ethic

“We are so thankful for you

and

your work ethic×´ 

Amy Leong PREC*

Amy & Ally Real Estate

Engel & Volkers

Vancouver, Canada

Detail-Orientated

"I wouldn't have gotten my social media and community-building work going. Detail-oriented and takes accountability."

Mike Knapp

Business Growth Coach

Incrementa (un) Consulting

Vancouver, Canada

Let's Take Your Business to the Next Level

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