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Charles Lin has just been hired by Frederick Company to replace a sales representative who is retiring after 40 years with the company.The older representative is training Charles on procedures and customers in his territory for three weeks before he retires,and Charles knows this is a huge opportunity to learn about the prospect base.When Charles asks which CRM system the company uses,the older representative says,"Everyone else here uses some computer program called Salesforce,but I won't touch it.I know my customers like the back of my hand! Never needed to write anything down."
Charles is concerned.He used Salesforce in college and knows how vital it is to have customer information,sales records,preferences,and conversations recorded.He talks to the sales manager,who tells him the representative's sales were decent,and all his invoices came in,so they left him alone and never forced him to use the CRM system.
-How does the retiring representative's not using a CRM system affect Frederick Company?
Electronic Medical Record
Part of the electronic health record that contains patient data gathered in a health care delivery setting.
Electronic Charting Record
An electronic system used for creating, updating, and managing patient health information and medical records.
Nurse Preceptor
An experienced nurse who provides guidance, support, and education to new or less experienced nursing staff.
Student Nurse
An individual who is undergoing formal education and clinical training in nursing, aiming to become a licensed nurse.
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