Small Business CRM Adoption Acceleration Checklist

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Small Business CRM Adoption Acceleration Checklist

Make your CRM rollout a success with our 7 step checklist

Did you know that businesses see 451% growth in qualified leads after successfully adopting a CRM?

The successful adoption of a CRM system provides killer benefits for both your business and your team.

But to make it work, your team has to use it, and that can be a challenge for some businesses.

This seven-step checklist will help you accelerate the success of your CRM implementation. Your business will thank you. Your team will thank you. And most importantly, your customers will thank you – with more sales.

Why the name change?

Our new product, Keap, is pioneering smart client management, just as Infusionsoft did for sales and marketing automation 18 years ago.

We believe there’s a better way to manage sales for service businesses both big and small. And that’s Keap—one company with two products to serve all small businesses.

Smart client management software that helps turn incoming leads into satisfied clients.

The #1 all-in-one CRM and advanced marketing automation platform, as rated by G2 Crowd.

Keep going. Keep serving. Keep growing.

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