As a small business owner, I’m constantly looking for ways to be more efficient. Every minute I spend doing administrative work is a minute I’m not helping a customer. For example, whenever I make a connection with someone, I enter their contact information into Microsoft Dynamics CRM. It takes a minute or two. My next step is to connect to each person with LinkedIn. This step also takes about a minute or two. Yet I found that I let a few people slip through the cracks, and worse yet, it became difficult to keep track of who I made a connection with, and who I had yet to reach out to. Here’s how I solved the problem.
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