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Compliance missteps occur. With more than 15 years of experience in business, finance and accounting, she is also responsible for implementing financial controls and processes. She is also responsible for organizational improvements and streamlining businessoperations that drive growth, increase efficiency, and bottom-line profit.
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Common built-in integrations you should look for in your CRM: Google and Outlook Calendar for calendar; Gmail and Outlook for email integrations; Slack or Teams for team communication; TypeForm for lead capturing forms; Document management integrations; etc. If your businessoperates outside the US, select a GDPR-ready CRM.
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