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The Optrua Blog
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CRM for Small Business: Overcoming the Top 10 CRM Concerns
CRM adoption can be overwhelming for small businesses—but it doesn’t have to be. In this post, we break down the top 10 CRM concerns holding teams back and provide clear, practical solutions for each one. From budget worries to user adoption, find out how to move past hesitation and make your CRM work for you.

Ryan Redmond
10 min read


Creating your first CRM Business Rule
Creating a CRM business rule doesn’t have to be complicated. Whether you're streamlining data entry, enforcing consistency, or automating field behavior, this guide walks you through building your first CRM business rule in Microsoft Power Platform—step by step. Perfect for admins and power users looking to reduce manual work and improve data quality.

Ryan Redmond
5 min read
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