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GwC - Freshsales CRM Rollout by Captivate

This is the method on how we develop standard roll-outs of Freshwork CRM at Captivate Group
Kim Selorio, Head of BusDev + Client Svc at Captivate Group + AffiliatesAnne Patricia Calsado, People Operations and Affiliates at Captivate Group + AffiliatesMarvin Luis Tan, eCom Dev Lead at Captivate Group + AffiliatesJan Airreon Batutay, TechOps Coordinator at Captivate Group + Affiliates

Setup Phase - Reporting, Analytics & Business Control

After week 1 of rolling out the CRM to clients, it is essential to automate reporting. The most successful systems are those that are used on a day-to-day basis and where reporting is just one click away. This face identifies these reports.