Waking up to Social CRM and the "Conversation"

I wrote a piece a while back about Customer Conversation Management or "CCM" which is really the essence of the new CRM 2.0 and now getting the label Social CRM. Regardless of the term you prefer to use to describe it the reality is that the customer is in charge of the engagement these days since they now have so many choices and your competition is global. I have plenty of blog articles here that further explore this concept but when I found this video, I had to put it up since it hits the core of the problem many companies have today with their customer engagements.

http://www.youtube.com/watch?v=pM7ZaamZzDA

CNP Integrations has a proven process for succesful Customer Relationship Business Management and CRM 2.o or Social CRM implimentation. 

 If you have customer relationship pains and need consulting or technology solutions let's begin a "Conversation".

:-)

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Configuration of Complex Joomla CMS and CRBM Platforms

Joomla is a powerful framework for delivering Complex web portals. With over 4700 extensions and counting, the largest developer network in the world and the most user friendly interface has made the award winning Joomla CMS the fastest growing open source CMS project perhaps in the world. With millions of users and enthusiasts from all around the globe and a low cost of entry this is quickly becoming the dominant content management system (CMS) for small businesses (SMB's) and even larger enterprises and institutions.  We compared Joomla vs Drupal and Joomla vs Wordpress which are other worthy technologies but Joomla seemed for us to be the best overall platform for recommending to our customers. As Joomla integrators and Joomla Component Developers we deliver complex Joomla configurations for a wide variety of customers. Joomla is a perfect framework for the micro small business owner that needs training and mentoring to work independently on building their web empire as well as the small business enterprise with complex Joomla configuration needs. 

There are several layers in deploying a Joomla CMS project.

• Planning and content architecture
• Template Design and graphics
• Components and Configurations
• User experience
• Customer Programming
• Legacy System Integrations
• SEO and Marketing
• Joomla User Training
• Ongoing Technical Support

Just to name a few... With any technology there are different points of entry depending on the experience and technical aptitude of the humans interacting with the system, the technical and business process requirements and the overall dynamics of the organization implementing the particular solution. We (our CNP Consultants) try to help folks "Get the most value out of their technology investment". Yea you will see this in our marketing but this is much more than hype. Value can be the key to success or failure.  Among the biggest mistakes we have seen folks make and even made ourselves are:

Common Mistake #1

Just because you can do something with technology does not always make it practical.

I have personally implemented many powerful tools that accomplish their intended functionality but they actually never get used to their full potential by the end customers. While these were fun for us to build as developers and to see something cool that works, it did not really serve any of us well since our clients customers do not use them and thus they have a significant investment they are net getting a return on and thus until this first investment is paid for they are not all that excited to engage us to build more stuff.

The key here is determining first the business priorities of the project and then making sure everyone is listening to the needs of the end customer or user. Hey sometime folks build web tools just for themselves. I know I often post blog articles with a lot of links I want to not only share but also refer back to and we put plenty of tools online that we want to use ourselves as much as we want to and share with our customers.  Just make sure you are clear why you are doing something and assess if it is going to deliver the right return on your investment.

Stay focused on what your customers are saying and what will yield the greatest return.

Technology implementation can be a never ending pit you throw money into, something that my father used to say about owning a luxury boat. If you are building your site for the shear ego of having a beautiful site with all kinds of creative features and functionality, have at it and of course we love to work with entrepreneurs with big ideas. However, like any relationship and any good investment a long term strategy is often much more practical. Our consulting customers get good advice about products and services that can grow their business or allow them to continue to get value from their investments. I have seen folks to often go for a quick sell and end up with dysfunctional customer relationships that ultimately cost more than the profit you made in the first place. Ask yourself many questions including "Is what I am doing today going to matter a year from now"? If you ask the right questions up front this can help you get the most out of your initiatives.

Technology is a moving target

One of the many reasons we got behind the Joomla CMS project as a core competency was because it was open source which offered freedom and scalable options for solving the greatest amount of business problems.  We took the gamble from the trends in the market place that Joomla would continue to grow with features and stability and that the developer community would continue to be attracted to the Joomla framework thus building more confidence in the market place. With a scalable platform that is built on open source code for use was great since we wanted to work with technology that sold itself and that we could support and expand upon it to meet the needs of the types of customers we wanted to attract.  Any kind of dynamic web portal project is a moving target and often needs to change course in mid stream. You have to keep good forward momentum yet listen to the trends in the marketplace so you can sail into the wind effectively. An innovative and scalable open source platform like Joomla is a perfect foundation for meeting this challenge.

But wait there is more...

A couple years ago, after a good year of working with Joomla we were looking for solutions that could actually help us build an all-in-one web based framework for managing our business in a Virtual Office Environment (everything accessible on the web). This is when after trying and implementing several CRM and project management tools ranging from SugarCRM to MS Project to SharePoint we found Info@hand CRBM. This was the perfect platform since it was open source code base and integrated with the Joomla CMS and QuickBooks. Now after 3 years of connecting the dots we have a powerful web infrastructure with "Complete transaction life cycle management" and "Customer Relationship Business Management". Very very very cool platform... we love it and so do many of the customers we have introduced to it. Though this system is also wired up with the DimDim.com conferencing and collaboration suite it also fills many gaps in client customer collaboration. These types of regular new innovations continue to add low cost of entry tools and value to the small business.

Sounds complicated but it is also very simple if you have time as your friend

What we have learned as "early adopters" is that there is much more to it than the technology if you are going to be successful. Complex Joomla Integrations are getting simpler as this platform evolves. The old carpenters saying get the right tool for the right job is very good advice.  Since there are so many tools now in our toolbox and we fully understand how they all can work together I know I can start talking about it and it does not take long to get that "deer in the headlights look" from a prospect. The trick here is making sure we establish a clear roadmap and strategy for implementing technologies that will bring the greatest reward to your business and value to our customers. This takes time and effort to get it right and should be done early on in your process.

Common Mistake #2

Just because you have the technology does not mean you should implement it.

The second most challenging aspect of implementing a complicated project is the thought process of "let's do it all at once".  I have often had clients that want to load up their sites with a ton of components and then they want to throw these new features out to their customers or workforce all at once. Well this is a huge horse pill that never gets swallowed. Hate to say it but until recently I have been guilty of this myself. There is a fine line between "Build it and they will come" and "Here take a bite and let me know if you like it".

Remember this is all about relationship management

I remember back in my days of dating that it only takes one or two words to "turn off" and scare someone away. Essentially this is a similar process we go through for attracting customers. While you want to make sure what you are presenting is honest and has substance you do not want to overload, overwhelm folks with more information than they are particularly interested in at the moment. You also want to put out information and web tools in a way that they want to have them presented. As in listen well and be a good conversationalist. Such is the case even more now with the Social Technology boon. I used to say "it is not hard to fall in love since people are impulsive by nature but the real challenge is falling in love with the right one". The same is true with technology. It can be easy to get excited about some new features and want to add them right away to your site just because they are cooler than the site next door. However,  every time you push something new out it may distract or turn off your customers.

In relationships of any kind they are best nurtured over time. Deploying technology is a complex multi dimensional relationship. Moving too fast has greater risk of failure for everyone involved. You actually have several relationships and processes that need careful consideration over time:

• Solutions: Customer Needs - Business Process Need - Technology Implementation
• Relationships: Vendor Teams - Client Teams - Customers

In Conclusion work smarter with a good plan

Plan carefully and gather the right information about your customers and how technology can get you the best results as it relates to your business strategy. Make sure you deploy solutions over time with good the right vendors and the right customers. These systems have enough complexity that you have to really keep your eye on the ball or you can and will often times fail. None of us want to waste time or money and the wrong decision in this economy could cost you business. Before you travel anywhere it is a good idea to get directions, a map or invest in a GPS. Why would you not want to invest in good quality consulting to help guide you along the path of implementing technology?

 

Value Builder Methodology

We have since built consulting practices to address these two common mistakes folks make with complex technology implementations. Yea sure we have to be geeks and able to wire all this stuff up and yes we do this well but the trick to getting value out of your technology is much more that the groovy tools we can dish out.  With a few exceptions, most of the technology these days is all ready built and what that means is there is a greater need for configuration and being able to map the humans with the technology in a way that will allow you to stay focused on your priorities. Just start asking yourself questions like: What actions will give the best long term results? What will put out the fires of tomorrow before they start? How can I make this profitable to my company and add unique benefits to my customers?This should help get you on the right path.

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Who doesn't like to hear themselves speak?

Fifteen years ago or so I was introduced to the Myers Briggs personality testing and found out that as part of my personality type I tend to start talking and as the conversation and blurting of ideas comes out I am able to better formulate ideas and validate more of my beliefs. Good or bad in some settings but perhaps I am one of those guys that likes to hear themselves talk. Well, the joy of a blog is I can usually do this in a couple drafts and spare you the bulk of the bla bla bla... Ok so why am I telling you this story? ...well it occurred to me that this is essentially the same thing Social CRM or web 2.0 and Social Media is doing but on a much grander scale. The blogosphere started this with an often strong opinionated writer posting articles for others to comment on and discuss. I love Linkedin.com and I engage there in several conversations with likeminded experts quite often. It is always fun when someone throws a little red meat into the debate and stirs the emotion. With twitter, social portals, rich media sites like Youtube and UStream etc. and the new promise of Google's WAVE and many other emerging technologies, I think we are seeing even more blurt it our discussion that will eventually shape broader opinions. It has already had a big influence on world politics and social trends but I think we are at the very beginning.

Interesting facts: Twitter grew a massive 1,928 percent in the US from June ’08 to June ’09, now reaching a total of 21 million monthly unique visitors. acebook, which Nielsen recently reported sucks up more time than any other website, leads all social networking sites with 87.3 million unique visitors in June.

Power to the people

This "Green Technology Revolution" of Social CRM or as I have been coining it "Customer Conversation Management = CCM" will bread a new generation of transparency , "power to the people" and consensus opinions. I am sure there will be plenty of sheep and wolves in the mix but in general I think folks already trust a more real conversation with less "slick" production value. Not that we should degenerate our messages or deliver poor quality media to communicate with our customers but they will be looking more for the honesty, emotion and compelling information in your message vs the slick presentation.  I think the days of the snake oil salesman are over since with this transparency it will be hard to get away with not delivering the best possible customer service or pulling off bait and switch transactions. Overall the customers have access to more information and will more and more over time dictating the terms of the transaction since they have instant access to global competition. This is going to push vendors to be more proactive in delivering value and honing their knowledge resources to provide the best possible customer engagement. This is a good opportunity for CRM venders since small and large businesses alike will need these tools to ride the wave and keep track of everything in a centralized web space.

The customer has the answers already

Getting back to my point about the conversation, my wife just took a coaching/mentoring class and I interact with a lot of coaches daily online and via the phone. One of the things a good coach or councilor does is to get you talking about your pains and troubles. They realize that you actually have the answers to your own challenges and if they can guide you and get you to convince yourself of the best solutions or what you need to do to achieve them, then they achive success. In turn this means that they will have delivered to you a service of value.  Social media is much like these therapy sessions if you use them right.

Why is twitter and Social CRM important to me?

I often get asked "what is twitter? I don't get it! Why do I want to hear about when someone goes to the mall or gets a cup of coffee?". Well let me give you an example. I started on twitter to promote our blog. What I wanted to do is not have a conversation with myself and unless you are wired up with some kind of networking group essentially a blog can be a very lonely place. So I started posting ideas here for review and sent tweets out to let folks know the information was here. Cool so not some folks are reading the blog but how does this add value to my business. Well I think in this socially aware globalized world we live in that folks are getting very tired of sales pitches. I know I am.

Back to the future... and you find get to the basics

Think about how business was done in the old days. You would join a social club, find out how you could network with folks in the club to build a relationship with a customer and then you would try to win their trust or get an endorsement and usually if you had the product or service they needed you could be on their priority list for engagement. Humm... sound familiar? Is this not what linked in and other social networking communities do? More and more I think we will see paradigm shifts on how Chambers and other associations or business groups interact with their constituents.

More than listening with a glass against the wall

With twitter we are having micro conversations with a larger more casual audience and brining them if interested into a conversation of more depth and meaning. Then if they are further interested we are able to engage in a more personal conversation via phone or email exchange. Then we go through somewhat of a Value Building proposition or needs assessment and the quality of the relationship right out of the shoot is much stronger and more meaningful.  The next step is to deliver on our promises and with this we have a better chance of healthy loyal customer relationships.

Customer Conversation Management

If we were to equate this to our personal relationships, think about the dating scene as the advertising world. We slick up our product and go to a night club to show off our wears... (push our product) then we hope there is an attraction and we connect. This often leads to a superficial or short lived relationship but rarely a long term meaningful engagement. Are not the best relationships start as friends and are built on trust and compassionate listening?

On the other hand with the right web tools and social network a dating portal can connect you with likeminded folks and in many ways prescreen your candidates. All you sales guru's surly appreciate more qualified leads to begin your conversation with. So when you look at Social CRM we are essentially talking about tools that manage the conversations that manage the relationships we want to build with our customers. I like to call this "Customer Conversation Management" or "CCM" of you like acronyms.

Do you need a new partner?

Since you have now read this article I have to ask if you want to join our conversation. My hope is that you will appreciate what we are saying and can contribute and share your ideas. If together we can form a consensus perhaps in the future we can talk about where we could add value to your business goals.

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Commercialism is like a rigged slot machine do you ever win?

This week end I drove by 10 garage sales. I'll bet most of us in America have a collection of a bunch of stuff we do not need or use any more. This got me thinking about our economy and what I believe may be a culture that has grown off course in America. Are we not programmed to go work hard for money just so we go buy stuff? Are we buying what we need and can  realistically afford our purchasing appitites? It seems quite often we end up buying many things out of impulse that we do not really need on credit and then pay interest. To me it is much like a rigged slot machine at a casino. So where did this mind set come from? Perhaps from the many clever advertising, merhandising and the persuasive sciences which have evolved in the last few decades? As someone marketing a product we want to master these techniques yet as a consumer we want to beware to not fall prey. We all need to be aware of the impact these techniques have on our purchasing decisions and the aftermath of when the wrong purchasing decisions are made.

The funnel game always eats your quarter

In many ways selling is like pointing a vacume at a customer with the hope you can "suck them in". It all reminds me of the funnel game I have seen at local malls where you roll in a coin and get to watch it go around and around in the funnel but eventually the coin goes into the bottom and all you got was to watch it spin around for a while. The real reality check came for me a few years back on a trip to Mexico. At the time I had a great paying job, penthouse apartment and what most folks would consider an upscale life style. The problem was that under the hood I was just not happy and the stress really kept me from enjoying these acquired pleasures. In Mexico I met a family of 8 living in a single room hut with very few worldly possessions. I watched how they interacted with their kids and each other and there was no doubt they we very happy and satisfied with who they were and what they had. They did not seem to be corrupted by the "keep up with the Jones's syndrome" or the "glamour and fashion trend setting craze" since they did not get blasted with the constant programming contained in advertisements. They had what they needed and since they had limited resources they put a lot of thought into any purchase they made and only "consumed" what they needed.

Addicted and under the influence

I get the feeling we as "Consumers" are addicted to this need to keep buying stuff that we really do not need or because we want to have the latest and greatest of a brand just because we can. Caught up an a never ending cycle that continues to draw us back in to the center. If you think about it we are so programmed and it feels a bit like a modern form of slavery. We either buy stuff the ends up in our next garage sale where we sell it for pennies on the dollar after the quick joy ride and impulsive enthusiasm dies. Who are the real profiteers in this game anyway? Ching, ching, ching... three jokers is not a win on this slot machine. How can we get away from the emotional impulsive response to this science and step back to a more practical and focused decision making process?

Program yourself with the right questions

I wonder what it will take to un program ourselves. How can we step back and ask the right questions as we make our future purchasing decisions. I tell my son of 5 yrs old as he is learning to navigate the world and make decisions with his piers that before he does something he should ask the right questions.

• "Is something going to get broken?
• Is someone going to get hurt?
• Is it the right thing to do?"

Perhaps we can program ourselves to ask the right decisions about what we spend our money on.

• "Do we need this?
• Will it bring value to my life?
• How will this impact the world around me?"

 I am sure you could think of even more appropriate questions. If we can do this I think we can all prosper on so many levels. One we will only purchase what we actually need thus giving us more time and less stress in our lives. We also take away the power of the mighty marketing machine that acts like "The man behind the curtain" in the wizard of OZ. Pulling our fear and heart strings to milk us of our time and resources.

Don't listen to the snake oil salesman

So the next time you have a garage or yard sale think about the stuff you have and ask yourself if you asked the right questions when you first purchased this and did it really bring value to your quality of life and how did it affect the world around me? I am sure you will find that something in your collection of stuff that you just would have been better off without. Every little purchase made wrong keeps you from what may bring greater value to your happiness and life experience. Perhaps we need to get out of our easy going thought less sheepish behavior and step up to a thoughtful engagement in our decision making processes by putting more consideration on the big picture in our lives and the lives of others instead of just feeding "the machine."

Value Building to protect your time and resource investment

One of the things we take very serious at CNP Integrations is asking the right questions before we engage with a new or existing customer. Life is way to short to have our time and technologies shoved off to your next corporate garage sale. We want to make sure the right decisions are made and that you are purchasing the right tools for the specific needs of your team as it grows. We also want to make sure you are aligned with your priorities. One of the cool things about the tools in our CRBM Platform is they can do just about anything if you configure them correctly. This is however a double edged sword since this capability is like drugs to an addict or candy to a child and the many choices can distract you from your key objectives. The Value Builder Methodology developed by CNP Integrations is designed to help you get the greatest value out of your technology investments and to help you with establishing priorities so you do not spend your time or money on stuff that will not bring significant value to you and your organization.

More Information:

For more information about CNP Integrations' "Value Builder Program,  Small business Success Program or Web Site Kick Start Program", visit our index page at http://www.cnpintegrations.com select the program you are interested and you can download information or request for us to contact you.

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Social Networking and Green Technologies are much more than buzz words in the current blogosphere. They are a revolution and the wave of the future. You had better get on the wave and ride it with some skill or you will be left swimming with the sharks.

It is hard to go online, read a newspaper or magazine or watch any TV channel without getting blasted with terms that include "Green Technology" or "Social Network". They are the marketers' handles for holding on to the merry-go-round in the marketplace. Though we are just at the beginning of this "Green-Social" revolution and there is a lot of unknowns as to where this will all lead us, I do think overall this is causing a significant shift in public awareness. There are more folks in general paying attention to current affairs and real world issues that will affect them and generations in the future. I see little bad with this momentum since it should be a welcome change for people to start thinking ahead and with a more careful eye on the impact of the decisions they make in the short term. Perhaps this will lead to more careful planning or thoughtful execution of technology. Since we are in the middle of a technology revolution the idea of thinking ahead is very relevant.

As an example, in our household we made several decisions a couple years back related to lowering our carbon footprint as well as reducing our overall energy consumption. One of which was to get a hybrid car (we love our Prius) but lately we considering the purchase of a small truck so we can haul stuff and go back to having two vehicles. As we are reviewing the specs, the pros and cons, we are actually feeling a little guilty with getting this vehicle since the fuel efficiency is so poor in comparison and the need is just not that great. Getting over the hump at first to make the decision to "Go Green"was not so easy since we traded in two relatively new cars plus paid more money to get into our hybrid and the other changes we made in our home and offices were also at a big price tag. The reality for us though is now that we have made this lifestyle change, it feels great and costs us much less. It is "hard to go back" sort of speak and by beating the curve we have actually recouped the investments in a very short period of time.

Translating this into the world of doing business

The hardest part of any new technology deployment is to get started and to get over the first phase of planning and adoption. Once you get past this it only requires discipline to see real results. With the maturity of open source technologies, small businesses can now afford technology solutions such as Content Management Systems (CMS), Customer Relationship Management Systems (CRM), Enterprise Resource Planning (ERP) systems and Learning Management Systems (LMS) that will enable them to compete not only in a Global economy but against much larger enterprises. With powerful open source platforms such as Joomla CMS (with over 4600 extensions and counting) and blended commercial/open source solutions like info@hand CRM we now have a full life cycle transaction management capability with all of the ERP or LMS required for having superior business intelligence in real time. This technology in the hands of the right small business owners and if it is implemented effectively can revolutionize their capabilities and open many new doors of opportunity.

Join the conversation or you don't get invited to the party

With the wave of Social Networks and the trend of Social CRM the main point is to "listen to your customers or they will go somewhere else." Why? Because they can! One of the most important achievements in your marketing and general way of doing business will be to build customer loyalty since it one general rule of doing business is that it is much easier to get more business from your existing customers than it is to acquire new customers. Another key point is that with the explosion of Twitter you now have individuals with more power of "twitter influence" than major news networks. The groundswell of social technologies and the chatter in these communities are changing our culture forever. Just my opinion but overall the top down and territorial boundaries will change significantly in scope to a much more horizontal collaborative network as people become more aware and systems get more and more transparent. What does this mean? Well, it means that individuals will first have to take more responsibility and become more informed but with this they will ultimately have much more power and influence if the collaborate effectively.

Save money time and become more effective

With the whole shift in our economy with unemployment rising and the types of jobs in the marketplace changing as we adapt to the effects of globalization, I think we will see a boom in "micro-small businesses" and an awakening of self-motivated individuals working from home offices. Not only will this reduce fuel consumption with long commutes to and from work but it also can offer an additional slice of time in each day that can be used towards individual efficiency. This is going to mean that the companies that can adapt their business model and implement the technology infrastructures to accommodate a virtual office will have a significant advantage over those that do not. By the way, since this cuts back on energy consumption it is very much considered as adopting Green Technology.

Another key factor is that will save companies money is through developing quality training systems and managing business intelligence. The average employee stays with a company much less than ever before in history. With this constant turnover it is increasingly important to develop processes and systems that are less dependent on the individuals that are performing the particular roles. Having a solid technology platform and infrastructure in place will give your company the ability to remain resilient and keep track of knowledge assets. Essentially this can add up to significant savings in the amount of time and money required to retrain or move talent around to perform different roles within your organization.

Good news and the key to success

Well the good news is that every small business can afford to implement these types of tools now that were once only affordable by large enterprise organizations. The small business will have some home field advantages since they are more agile and can begin to transform their business models and adapt to the new world of social networks. The reality though is that all of your competition can also have access to the same process efficiencies and communities through clever technology adoption. So what will set you ahead is how effectively you can use and adopt technology in your organization and how well you can train and integrate your people with your technologies. It takes real effort and discipline to bridge this gap. It will also take some skill and creativity to ride the wave. The surf boards are now cheap but the skill to ride will determine your success.

Careful planning, creativity and strategy are the solution

CNP Integrations has developed a "Value Builder" methodology and service plan that can help you identify your priorities, define the correct technologies for deploying a Customer Relationship Business Management Platform to help your business bridge the gaps and allow you to get the very best value out of your technology investments. Think of the "Value Builder Program" as an incubator project for reinventing your business with better and smarter use of low cost of ownership web based virtual office tools. Whether you work with CNP or other vendors make sure you are focused on defining your priorities, identify your short term and long term technology needs and how you can use "Being Green" and "Social Networking" in your approach. If you do this you will connect to the pulse of your customers, participate in the "Grand" collaborative conversations and prosper both professionally as well as get the best value for the companies or businesses that employ you.

See related blog articles and links:

• 100's of Entrepreneur and small business resources
• Integrating the People in your business with CRM Technology
• Let's talk about flat bid contracts and Value Building for Joomla CMS Web 2.0 Development
• 10 Tips for entrepreneurs and your business to beat the recession
• Leveraging CRM Software in the Small Business
• Integration of People with Technology & Acquisition of Business Intelligence
• Cheaper is not always better when it comes to hosting.
• Universal project management concepts
• Good insight from Jack Derby
• Building lists to grow your business opportunities 
• Lower risk through low cost pay as you go retainers
• 8 Bench Marks of a Great Client
• 12 U.S. Laws Bloggers Need to Know
• Social Technologies are revision in the model of power
• CRM/ERP, Joomla CMS, QuickBooks all-in-one Solution for SMB's
• Value Building Landing Pages with Lead Capturing CRM
• Info@hand "CRBM Platform" best kept secret in CRM Community
• Platform as a Service an inspired new generation of CRBM
• How important is a CRM Software Application for your SMB?
• Where do I get started with CRBM (Customer Relationship Business Management)?
• Open Source or SaaS CRM in Your Business
• Universal project management concepts
• Virtual Office Tools Save Money
• Web 2.0 boom and useful web tools

You can also visit our blog home at www.cnpintegrations.com/myblog/ for regular new posts.

For more information about the CRBM Platform and other educational resources be sure to visit: www.learningcrm.com

 

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