12min chapter

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#76: Real Estate Investor Built Her Own CRM Solution and Created a Market Leader – Stephanie Betters

Practical Founders Podcast

CHAPTER

Navigating CRM Customization and Growth

This chapter explores the intricate balance between offering customizable CRM solutions and ensuring product scalability. It emphasizes the challenges of onboarding small businesses to Salesforce, the importance of lead management, and the strategic spin-off of a dedicated brand for customization services. Additionally, the narrative captures the evolution of a startup into an industry leader, highlighting key strategies for co-selling and the transformation in customer relationships.

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