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A Danish jewellery house had already bought one CRM that nobody used. Second time round it did the integration first, so every invoice and order was inside Salesforce before the training began, and the reps opened the system to find their own accounts. Why the sequence mattered, what runs hourly and what runs nightly, and the Salesforce account executive who timed the first integration at three hours. One short form and it is yours on the next page.

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