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Sam operated a meat distribution business supplying fresh meat nationwide through his website. However, he faced issues when a client complained about a faulty delivery, leading to the loss of that customer. Sam struggled with managing multiple clients effectively and maintaining a streamlined workflow due to poor resource management. Recognizing the need for better data handling, a developer suggested implementing Salesforce, a customer relationship management (CRM) platform. Salesforce could help manage customer data from the initial sales pitch to product delivery, reducing human error significantly compared to the manual processes that were common before CRM platforms became popular.
