CRMs, Business Development Trackers, and Other Organizing Fun
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CRMs, Business Development Trackers, and Other Organizing Fun

 How can you track business development efforts, beyond traditional CRM (customer relationship management) software programs? We’ve talked about how to build a book of business, but not how to organize those attempts. Here’s reader EJ’s question: I have accepted a new job that will involve less billable hours and more business development. I would like…

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