Best CRM For Startups // Top Picks for Startup Businesses (2024)
Summary
TLDR本视频介绍了四款适合初创企业的CRM系统:HubSpot CRM、Zoho CRM、Monday CRM和Pipedrive。HubSpot以其全面的销售和市场CRM解决方案、直观的用户界面和强大的管道管理工具而受到青睐。Zoho CRM以其综合分析、自动化和个性化解决方案而闻名,提供360度客户视图和无需编码的自动化功能。Monday CRM以其直观的设置和用户友好的界面获得信任,允许个性化CRM软件并轻松进行绩效跟踪。Pipedrive以销售管道和交易为核心功能,提供清晰的销售过程可视化,支持智能自动化和实时通知。视频还提供了这些CRM系统的优缺点、定价结构和集成能力,以及如何通过提供的链接获得折扣。
Takeaways
- 🚀 **CRM系统对初创企业同样重要**:从一开始就实施CRM系统可以带来竞争优势,加速增长并避免昂贵的错误。
- 🤔 **选择CRM系统可能令人生畏**:市场上有无数CRM选项,选择适合初创企业的系统可能很困难。
- 🌟 **HubSpot CRM**:提供全面的销售和营销CRM解决方案,具有直观的用户界面和强大的管道管理工具。
- 📱 **移动应用**:HubSpot和Zoho都提供iOS和Android的移动应用程序,方便在外出时访问CRM数据。
- 💰 **定价计划**:HubSpot提供免费计划,而Zoho、Monday.com和Pipedrive提供不同层次的付费计划以满足不同需求。
- 🔍 **Zoho CRM**:提供全面的分析、强大的自动化和个性化的商业解决方案,超越了销售管道管理。
- 📊 **Monday.com**:提供定制化的CRM软件,用户界面直观,集成了电子邮件跟踪和活动管理。
- 🤖 **自动化功能**:Zoho和Pipedrive的自动化功能可以节省时间,允许创建无需编码的工作流程。
- 🌐 **集成能力**:所有推荐的CRM都能与第三方应用程序集成,如Google Workspace、Microsoft Teams等。
- 📈 **Pipedrive**:以销售管道和交易为核心功能,提供清晰的销售过程可视化和智能自动化特性。
- ⏱️ **实时通知**:Pipedrive允许直接从平台访问电子邮件,并提供联系人打开电子邮件后的实时通知。
Q & A
为什么CRM系统对于初创企业来说同样重要?
-CRM系统不仅适用于大型企业,从一开始就实施CRM系统可以为初创企业提供竞争优势、加速增长并避免成本高昂的错误。
HubSpot CRM的核心功能是什么?
-HubSpot CRM是一个全面的销售和市场CRM解决方案,具有强大的管道管理工具、仪表板和报告功能,以及能够创建引人注目的落地页和个性化电子邮件。
HubSpot CRM的定价结构是怎样的?
-HubSpot CRM提供完全免费的计划,包括无限数量的用户、100万联系人、移动应用等基本功能。高级计划从每月20美元到890美元不等,提供更高级别的报告、仪表板限制和添加重新定位受众等功能。
Zoho CRM的主要优势是什么?
-Zoho CRM提供了全面的分析、强大的自动化和个性化的业务解决方案。它超越了销售,将客户管理操作统一在一个单一的账户中,提供了360度的客户视图功能。
Zoho CRM的免费版本有哪些限制?
-Zoho CRM的免费版本只允许单个用户,提供基本功能,并限制在单个管道和最多500条记录,这可能会随着业务增长而影响生产力。
Monday.com CRM的界面特点是什么?
-Monday.com CRM提供了直观的设置和用户友好的界面,允许用户根据需要定制CRM软件。它还提供了电子邮件跟踪、活动管理和销售预测等功能。
Monday.com CRM的价格范围是多少?
-Monday.com CRM提供四个定价层级,从每月10美元的基础计划到每月24美元的最高层级。还有一个企业计划,需要联系销售团队获取报价。
Pipedrive CRM的主要卖点是什么?
-Pipedrive CRM的核心功能是其销售管道和交易可视化,允许用户定义销售周期、过滤结果、创建团队管道等。它还提供了智能自动化功能,帮助销售团队自动化大部分销售流程。
Pipedrive CRM的定价策略如何?
-Pipedrive CRM没有提供免费版本,但提供了多种定价套餐以适应不同规模的商业模式。其基础计划从每月11.90美元起,专业计划提供更多高级功能,价格为每月49.90美元。
如果初创企业需要一个具有强大自动化功能的CRM,应该选择哪个CRM系统?
-如果初创企业需要强大的自动化功能,Zoho CRM是一个不错的选择,因为它提供了多个工作流程和自动化功能,并且具有直观的移动应用。
根据视频内容,哪个CRM系统被推荐为最适合初创企业的?
-根据视频内容,Pipedrive被推荐为最适合初创企业的CRM系统,因为它提供了高度可定制的简单用户界面和全面的业务支持。
Outlines
🚀 初创公司CRM系统的重要性与选择
本段落介绍了CRM系统对初创公司的重要性,强调了从一开始就实施CRM系统可以带来竞争优势、加速增长并避免代价高昂的错误。提到了市场上众多CRM选项,选择适合初创公司的CRM可能令人感到不知所措。视频将介绍四款适合初创的CRM软件,并从核心CRM功能、客户支持、用户界面、集成和定价等方面进行评估。HubSpot CRM作为介绍的第一个CRM,以其全面的销售和市场CRM解决方案、直观的用户界面、竞争力的计划和强大的功能(如管道管理工具、仪表板和报告能力)受到推崇。此外,还提及了HubSpot的集成能力、定价策略和免费计划,以及其对初创公司有用的指导和支持。
📊 Zoho CRM的全面功能与定价
第二段落聚焦于Zoho CRM,强调其强大的分析、自动化和个性化解决方案。Zoho CRM不仅管理销售渠道,还扩展了其功能,以满足更多业务需求。其360度视图功能允许用户在一个仪表板中查看客户的完整信息,这对于处理成千上万的客户非常有用。Zoho的自动化功能可以创建无需编写代码的工作流程,从而节省时间并让用户专注于关键决策。Zoho还与许多顶级商业应用(如Google工作区、Microsoft Teams、Zoom、MailChimp等)集成良好。Zoho的定价策略也被讨论,包括免费版的限制和付费计划的四个定价层级,以及其优点和缺点。
📅 Monday.com的灵活性与客户支持
第三段落讨论了Monday.com,强调其易于设置和用户友好的界面,允许用户根据需要定制CRM软件。Monday.com通过仪表板、活动跟踪和销售预测简化了性能跟踪。它还提供了电子邮件跟踪、活动管理和与Outlook和Gmail的完整电子邮件同步。Monday.com的定价策略包括四个层级,从基础版到企业版,以及一个14天的免费试用期。Monday.com的优点包括创建无限仪表板的能力、节省时间的自动化功能和强大的项目管理工具。缺点包括计划有三座位的最低要求,以及某些计划中自动化操作的数量限制。
🌟 Pipedrive的高定制性与集成优势
第四段落专注于Pipedrive,一个被全球众多企业信任的CRM,它提供了销售管道和交易的核心功能,允许用户在视觉上组织销售过程。Pipedrive的移动应用程序允许用户随时随地访问销售数据。它的智能自动化功能使销售团队能够自动化大部分销售流程。在报告方面,Pipedrive允许用户在报告中添加自定义字段以追踪成功模式和瓶颈。Pipedrive还允许用户直接从平台访问电子邮件,并在联系人打开电子邮件后立即获得实时通知。Pipedrive的定价结构包括多种定价包,以适应各种规模的商业模式。它的优点包括简单易用、高度可定制的管道和出色的客户支持。缺点是它不提供免费计划选项。
Mindmap
Keywords
💡CRM系统
💡HubSpot CRM
💡Zoho CRM
💡Monday CRM
💡Pipedrive
💡用户界面
💡集成
💡定价
💡自动化
💡销售管道
💡客户支持
Highlights
CRM系统不仅适用于大型企业,从创业初期开始实施CRM可以带来竞争优势、加速增长并避免昂贵的错误。
市场上有无数的CRM选项,选择适合初创企业的CRM可能会令人不知所措。
HubSpot CRM是一个全面的销售和市场营销CRM解决方案,以其实用性和用户友好的界面在业界引起轰动。
HubSpot的管道管理工具提供了销售管道的全面视图,并允许自定义,帮助有效识别障碍和跟踪性能。
HubSpot的仪表板和报告功能强大,可以在一个地方查看服务、销售和市场营销数据。
HubSpot能够轻松跟踪和分析关键指标,如销售数字、转化率、网站流量等。
HubSpot提供拖放编辑器,可以轻松设计吸引眼球的内容,提高转化率。
HubSpot与300多个第三方应用程序无缝集成,包括Slack、Google Analytics、Shopify和MailChimp等。
HubSpot提供免费计划,包括无限用户、100万联系人、移动应用和基本功能。
Zoho CRM提供全面的分析、强大的自动化和个性化的业务解决方案。
Zoho的360度视图功能允许在单一仪表板中查看客户的完整信息。
Zoho的自动化功能允许创建工作流程,无需编写任何代码,释放销售人员从日常任务中。
Zoho CRM的界面简单有吸引力,同时提供易于学习和使用的定制性。
Monday CRM提供直观的设置和用户友好的界面,允许根据需要定制CRM软件。
Monday CRM允许跟踪每封电子邮件的通信,并通过仪表板、活动跟踪和销售预测简化性能跟踪。
Pipedrive的核心功能是其销售管道和交易的清晰可视化,允许定义销售周期并跟踪进展。
Pipedrive的智能自动化功能允许销售团队自动化大部分销售流程,从而专注于获取更多潜在客户。
Pipedrive提供实时通知,当联系人打开发送的电子邮件时立即通知,增强了市场营销的能力。
Pipedrive的界面设计出色,提供一站式页面查看通知、更新和所关注的数据。
Pipedrive提供顶级的客户支持,通过电子邮件、实时聊天和电话提供支持,并提供多语言服务。
Pipedrive与300多个应用程序无缝集成,包括Google工作区、Microsoft Teams和社交媒体平台等。
Pipedrive提供多种定价套餐以适应所有商业模式,无论规模大小。
Pipedrive的简易使用和高度可定制的销售管道特别适合销售团队和初创企业。
Pipedrive不提供免费计划选项,但所有计划均支持14天免费试用。
Transcripts
now as a startup you might have assumed
that CRM systems are solely for large
corporations however that couldn't be
further from the truth in fact
implementing a CRM system from the
beginning can give you a competitive
Advantage accelerate your growth and
prevent costly mistakes but with the
countless amount of CRM options
available in the market choosing the
right one for your startup can be quite
overwhelming but don't worry we've got
you covered our team has spent countless
hours reviewing and testing all the
popular CRM companies available around
and in this video we've narrowed it down
to the top four options that are perfect
for startups for each software I'll be
looking at Key factors such as core CRM
features customer support user interface
integration and pricing and hey here's
the cherry on top if any service catches
your attention don't forget to check the
official links in the description
section down below to get some pretty
tasty discounts
as always I'll be covering my top picks
one by one in descending order so make
sure to stick around until the end to
see which CRM software makes the top of
my list so starting off taking the
fourth position is HubSpot CRM well if
you're in the world of business then
you've most likely heard of HubSpot it's
an all-in-one sales and marketing CRM
solution that has been taking the
industry by storm the reason why HubSpot
has become such a big deal in the
business world is simple it's packed
with some seriously useful features its
user interface is straightforward to use
and one of the best things about it is
that it provides competitive plans to
suit a variety of business needs one of
my personal favorite features is the
incredible pipeline management tool
which offers a bird's eye view of your
sales Pipeline and allows you to
customize it accordingly monthly Trends
Key activities and quota attainment are
just a few of what you can track which
allows you to effectively identify
roadblocks and track performance another
cool feature I like about HubSpot is its
powerful dashboard and Reporting
capabilities allowing you to view
service sales and marketing data in a
single place another thing that sets
HubSpot apart from other CRM is its
ability to effortlessly track and
analyze crucial metrics from sales
figures and conversion rates to website
traffic and AD summary it provides
real-time insights that will help you to
see data and make better decisions but
that's not all you can create stunning
landing pages captivating forms and
personalized emails that truly Engage
The Audience its drag and drop editor
makes it incredibly easy to design
eye-catching content that converts like
crazy the provider also has hundreds of
guides and articles and FAQs to help you
in case you get stuck in any issue
additionally there's the HubSpot Academy
which provides unlimited free access to
training materials to help you to get
the most out of your CRM and honestly
speaking for startups this kind of
guidance and support is really useful
Integrations by HubSpot also work
flawlessly with 300 plus third-party
applications which includes slack Google
analytics Shopify MailChimp and the list
goes on when it comes to pricing firstly
HubSpot has something that will make
your wallet smile yes a totally free
plan and it's good to see that HubSpot
is quite generous with its free plan you
can have an unlimited number of users 1
million contacts a mobile app and many
other basic features such as contact
management deal tracking and email
integration but as expected you don't
get telephone support Advanced reporting
and some other Advanced automation
features the Premium plan ranges from
twenty dollars to eight hundred and
ninety dollars per month per user
whereas more expensive plans allow you
to do more such as higher reporting
dashboard limits and add retargeting
audiences the starter plan allows one
shared inbox while the professional and
Enterprise plans allow up to 100 and 200
respectively the starter plan only
supports up to 10 automated email
actions which may hinder your automation
processes a better option would be the
professional plans allowing unlimited
email and omni-channel marketing
automation
these plans respectively support 5 30
and 200 multiple currencies additionally
HubSpot offers a 14-day free trial so
users can get a feel of the system
before making commitments now let's
cover the pros and cons of HubSpot CRM
some of its strong Pros include the
ability for executives and sales
managers to see a visual overview of
sales and pipeline a mobile application
available for IOS and Android and the
ability to integrate with other tools
useful for sales reps
on the other hand a con worth noting is
that email templates are tricky to
modify which could be a hurdle if you
don't have someone with the skill set
moreover although its phone support is
included in the Premium plan additional
continuous technical support is a paid
service which can significantly increase
cost and while I can't cover every
amazing feature of HubSpot in this 15
minute video but all I have to say is
that if you're in sales and marketing
vertical and looking to track important
metrics like actions conversion rates
website traffic then HubSpot is by far
the most complete CRM tool for you now
if you think HubSpot is the right CRM
for you don't forget to use the link we
have added in the description box below
to Avail the best pricing on your
purchase
moving on taking the third spot is Zoho
CRM now we all know that no list of best
crms can be completed without mentioning
Zoho this powerful CRM packs
comprehensive analytics robust
Automation and personalized solutions
for your business needs While most crms
solely manage sales in their pipeline
Zoho kicks things a notch by extending
its capabilities Beyond sales instead of
relying on several individual complex
tools startup operations will experience
freedom and simplicity by unifying all
their customer facing operations in a
single account you can see and access
everything from customer onboarding to
support all in a single platform
secondly there is zoho's 360 degree view
feature which will allow you to see the
complete information of a customer in a
single dashboard and this feature
becomes very useful especially when you
are handling thousands of customers now
don't repetitive tasks bore and waste
your time zoho's automation feature lets
you create workflows without a single
line of code email notification check
update a field done schedule an action
to repeat once a day got you these
automation features free you from the
routinary work and allow you to focus on
making crucial decisions and the best
part is that all these features are
implemented so well that it makes the
interface simple and attractive at the
same time speaking of Integrations do
you have favorite business apps that you
wish will work well with Zoho look no
further because Zoho integrates nicely
with some of the world's top business
apps such as Google workspace Microsoft
teams Zoom MailChimp ring central and so
much more on top of this there is also a
Zoho mobile application available on
Android and iOS that lets you access
Vital Information anywhere anytime and
on the go but pricing is a typical deal
breaker so let's have a look at it
firstly if your startup business cannot
currently afford to spend money on a CRM
you can definitely use the free version
of Zoho CRM but since the free version
of crms usually come with certain
limitation Zoho free version is no
different it only allows a single user
and offers basic features Additionally
the free plan restricts you to a single
Pipeline and a maximum of 500 records
which can potentially impact
productivity as your business grows so
it would be better for you to purchase
zoho's paid plan for your startup and
while some providers offer too many paid
options that it becomes overwhelming
Zoho CRM offers you four pricing tiers
ranging from twenty dollars for the
basic plan to sixty five dollars for the
highest tier called the Enterprise per
user per month
for your startup the standard plan would
be ideal which costs twenty dollars per
month in this plan you will unlock basic
CRM tools such as multiple pipelines
custom dashboards sales forecasting 100
custom reports and a few more features
now let's talk about the pros and cons
of Zoho CRM starting off with the good
stuff Zoho is easy to learn and use even
for first-time CRM users everything is
nicely labeled and arranged so users
don't get confused also the
customizability of this CRM is also
appreciable it has so many features that
it can be adopted by almost all business
Types on the other hand this software
comes with two major cons its free plan
offers limited features so you will
likely have to upgrade secondly while
Zoho has email marketing tools it does
not allow you to track individual
messages which can be a pain overall I
think Zoho is an excellent CRM for
startups and small businesses wanting to
have several workflows and Automation in
their system
its mobile application is well built
making it perfect for users that are
always on the go now ready to go with
Zoho don't forget to use the link we
have added in the description box below
to get the maximum discount moving ahead
landing at number three is Monday CRM
with a customer base of over 200 000
worldwide monday.com has gained trust by
providing a straightforward setup and
user-friendly interface you can tailor
your CRM software for whatever works for
you during the setup process
also performance tracking is Made Easy
by dashboards activity tracking and
sales forecasting and by the way did you
ever want to send email Communications
while having the ability to track them
individually if yes then congratulations
because with Monday CRM you can track
each email sent all thanks to email
tracking activity management email
templates and full email sync with
Outlook and Gmail what's even best is
that all your data is accessible in one
place in the user interface which
seamlessly connects you to new and
existing customers
quickly capture leads import data and
merge duplicates all in one place
Now isn't that a beautiful piece of art
and of course all this fine technology
is backed up by monday.com quote s 24 7
customer support quickly reach them via
chat email or phone to address any
issues or concerns that you may have and
despite all these powerful features it
supports integration with third-party
business applications helping your
business to push forward even further
now how much Monday CRM will cost you
well in terms of pricing there are four
pricing tiers offered by Monday CRM that
range from dollar ten per month for a
basic plan to Dollar 24 for the highest
tier there is also an Enterprise plan
but you have to contact their sales team
to get a quote but for a startup the
basic plan would be perfect that is for
dollar ten per user per month this plan
offers a plethora of features including
unlimited customizable pipelines
unlimited contacts and templates for
lead contact and deal management however
the standard plan supports the
previously mentioned features plus merge
duplicate data activity management up to
250 action Automation and dashboard
creation for up to five board
combinations then the Pro Plan takes
everything even further by additionally
supporting sales forecasting and
analytics email Automation and tracking
customized email signatures and
dashboard creation for up to 10 board
combinations well the professional and
pro plans are definitely worth the
investment but they are particularly
well suited for small businesses with
Advanced needs and large Enterprises so
the basic plan would be perfect for
startups additionally subscribing to an
annual plan saves you about 18 percent
so that might be a good deal but yes
monday.com does not offer a free plan
however you can opt for a 14-day free
trial to get a feel of things now moving
on to monday.com pros and cons so I like
that you can create unlimited dashboards
to organize clients processes and
projects across all plans the automation
such as the auto update of a field and
email sending is time saving and easy to
build and deploy it also comes with a
strong project management tool allowing
everything to be in one place
then looking at some of the cons
monday.com plans have a three seat
minimum meaning you have to get licenses
for a minimum of three users moreover
the automation is limited to a set
number of actions per month which may be
limiting overall I think monday.com is
perfect for startups that need at least
three users and will have automation
less than the limitations for each plan
its strong project management tool works
well with its CRM setting startup
businesses to success so if you think
monday.com fits your business needs just
head to the description box below for an
incredible discount link just for you
now drum roll please because taking up
the first spot on my list is pipedrive
trusted by over one hundred thousand
businesses in over 179 countries there
is nothing pipedrive can't do for your
startup so let's start with the sales
Pipeline and Deals the core
functionality of pipedrive it displays a
neat visualization of the sales process
and the deals one you can add deals into
pipedrive organize pipeline stages and
track each progress this powerful CRM
allows you to Define your sales cycle
filter results by stage or team member
and create team pipelines all in one go
deals that are about to go cold get
colored cues so you can tackle these
first in this day and age aren't we all
on the go a mobile app is available on
any device to access sales data anytime
anywhere
speaking of being on the go don't you
get tired of repetitive work with
pipedrive's intelligent automation
feature your sales team can automate a
huge chunk of the sales process from
scheduling calls to email marketing so
they can focus on getting more prospects
for your business in terms of reporting
pipedrive lets you add custom fields on
reports to track winning patterns and
bottlenecks putting it at a level of its
own and then it's true that marketing is
overwhelming for sales people especially
when dealing with hundreds or thousands
of customers so for this pipedrive
allows you to access emails directly
from the platform which is rarely found
in other CRM companies you also get live
notifications immediately after a
contact opens an email you sent and
what's even better is that pipedrive's
user interface does not disappoint even
the slightest bit you're delighted with
a one and all page to see notifications
updates and the data you follow in your
account
the customer support is also Top Notch
providing support via email live chat
and phone English and Portuguese support
is available 24 7 while German French
and Spanish are available at certain
hours of the day now that's customer
service that's hard to beat another area
where pipedrive shines is Integrations
it seamlessly integrates with 300 plus
apps including Google workspace
Microsoft teams social media platforms
and the list goes on moving on to the
pricing structure although it's
disappointing that pipedrive doesn't
offer a free version but what's amazing
here is that they have a variety of
pricing packages to fit all business
models no matter the size firstly there
is the essential plan which goes for
11.90 per user per month
this plan is particularly suited to
startups as its features are pretty
basic like it offers deal lead Pipeline
and calendar management and simple data
import and customization however if you
want to see the real power of this CRM
then the professional plan would be the
best option for you it's like a
turbocharged Advanced plan costing 49.90
per user per month further allowing
users to manage and e-sign contracts and
documents it also offers Revenue
forecasting and even enhanced reporting
then a more advanced plan is called
Power which will cost you 59.90 which
empowers larger teams with flexible
collaboration and support and lastly the
Enterprise plan for 74.90 allows
customization Without Limits such as
unlimited user permission and visibility
settings which keeps the data secure and
respects your privacy the good news is
that all plans are backed up with a
14-day free trial meaning you can fully
test the service without spending a
single penny now moving on let's talk
about the pros and cons of this service
well pipedrive has many good sides but I
feel like its Simplicity of use Taylor
fit for sales teams and startups and
highly customizable pipeline are worth
mentioning on the other hand I only see
one con with pipedrive it doesn't offer
a free plan option
now are you excited to rate this
software because I am practically
bursting with anticipation so let's do
this thing in terms of features
pipedrive gets 5 out of five because
it's got everything a startup business
needs from Pipeline and Sales Management
to outstanding customer support
then the user interface is also a five
out of five with everything nicely
arranged and easy to navigate
for integration pipedrive truly deserves
a 5 out of 5 as it can seamlessly
integrate with 300 plus third-party
applications pricing is a four out of
five because its plans are affordable
offering greater value but the only
drawback is its lack of a free plan
overall if your startup needs a reliable
and feature-rich CRM then pipedrive is a
fantastic choice with its extensive
array of features this software is sure
to streamline your operations and
supercharge your sales and now if you
have made up your mind for pipedrive
then see the official link we have added
in the description section to get the
best price possible okay so after
covering the top four CRM options in my
list we know HubSpot Zoho Monday and
pipedrive are all excellent crms for
startups to sum up if your business
specializes in WordPress or e-commerce
and your main objective with a CRM is to
measure different types of metrics such
as website traffic conversion rate
Etc then HubSpot is undoubtedly the
optimal choice for your needs Zoho is
straight forward to use so I recommend
it to anyone looking for a user-friendly
and clean interface it is a great choice
for businesses wanting to have several
workflows automation value and an
intuitive mobile application Monday
packs a lot of tools out of the box
which is why I recommend it to small
businesses in need of extensive features
this software would best suit the
startups that have at least three users
and have the least Automation in their
system as you can tell each one is best
in its own way but if I had to choose
one it's definitely going to be
pipedrive it delivers an all-in-one
experience to small businesses and
startups providing them with high
customizability in a simple to use user
interface now before you leave the
legendary marketer team has an exciting
surprise for you we have launched a quiz
where you will be asked a few questions
about your business and our tool will
recommend the ideal CRM service for you
based on your responses you can find
links to the company's discount pages
and our quiz in the description section
of this video so don't forget to check
it out now which software is your
personal pick tell us in the comments
below please like this video if you
haven't already and don't forget to
subscribe to get more amazing content in
the future thank you for watching we'll
catch you guys on the next video
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