10 Best CRM Enterprise Software Shortlist
Here's my pick of the 10 best software from the 20 tools reviewed.
With so many different CRM enterprise software available, figuring out which is right for you is tough. You know you want to manage your customer relationships efficiently and on a large scale but need to figure out which tool is best. I've got you! In this post I'll help make your choice easy, sharing my personal experiences using dozens of different CRM enterprise tools with large teams and projects, with my picks of the best CRM enterprise software.
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| Tools | Price | |
|---|---|---|
| Salesforce CRM | From $25/user/month (billed annually) | Website |
| monday sales CRM | From $8/user/month (billed annually) | Website |
| Microsoft Dynamics 365 | From $153.60 /user/month | Website |
| NetHunt | From $30/user/month | Website |
| Zendesk Sell | From $19/user/month | Website |
| Sage CRM | From $45/user/month | Website |
| SAP Sales Cloud | From $57/month | Website |
| ClickUp | From $7/user/month | Website |
| CRM Creatio | From $25/user/month | Website |
| HubSpot CRM | From $20/month | Website |
Compare Software Specs Side by Side
Use our comparison chart to review and evaluate software specs side-by-side.
Compare SoftwareHow To Choose Enterprise CRM Software
With so many different enterprise CRM software solutions available, it can be challenging to make decisions on what tool is going to be the best fit for your needs.
As you're shortlisting, trialing, and selecting enterprise CRM software, consider the following:
- What problem are you trying to solve - Start by identifying the enterprise CRM software feature gap you're trying to fill to clarify the features and functionality the tool needs to provide.
- Who will need to use it - To evaluate cost and requirements, consider who'll be using the software and how many licenses you'll need. You'll need to evaluate if it'll just be the revenue operation leaders or the whole organization that will require access. When that's clear, it's worth considering if you're prioritizing ease of use for all or speed for your enterprise CRM software power users.
- What other tools it needs to work with - Clarify what tools you're replacing, what tools are staying, and the tools you'll need to integrate with, such as accounting, CRM, or HR software. You'll need to decide if the tools will need to integrate together or if you can replace multiple tools with one consolidated enterprise CRM software.
- What outcomes are important - Consider the result that the software needs to deliver to be considered a success. Consider what capability you want to gain or what you want to improve, and how you will be measuring success. For example, an outcome could be the ability to get greater visibility into performance. You could compare enterprise CRM software features until you’re blue in the face but if you aren’t thinking about the outcomes you want to drive, you could be wasting a lot of valuable time.
- How it would work within your organization - Consider the software selection alongside your workflows and delivery methodology. Evaluate what's working well and the areas that are causing issues that need to be addressed. Remember every business is different — don’t assume that because a tool is popular that it'll work in your organization.
Best Enterprise CRM Software Reviews
I looked at 10 different CRM enterprise software and this article will highlight the features that make them special and help you decide which is best for your enterprise organization.
Salesforce is an older CRM, but it’s still incredibly reliable. Its tenure makes it a good fit for enterprises with a midsize workforce looking to grow and scale.
Why I picked Salesforce: I chose Salesforce because of its reputation in the CRM market and its ability to scale with midsize enterprises as they grow. Its powerful features, extensive customization options, and a long list of integrations make it an ideal choice for organizations looking to optimize their CRM strategy.
Salesforce Standout Features and Integrations:
Standout features include tools designed to address specific aspects of an enterprise's CRM strategy. The Sales Cloud is instrumental in managing leads, opportunities, and customer accounts, while the Service Cloud enables efficient customer service and support.
Integrations include LinkedIn, DocuSign, FedEx, ZoomInfo, Slack, Mailchimp, Zoom, box.com, PayPal, Marketo and over 4,000 other tools through the Salesforce AppExchange. Its API can also be used to create custom integrations.
Pros and cons
Pros:
- Powerful AI-driven insights for data-driven decision-making
- Extensive integration options with a wide range of tools and platforms
- Highly customizable and scalable to meet the unique needs of midsize enterprises
Cons:
- Customization and advanced features may come at an additional cost
- Can be complex and may require dedicated resources for implementation and management
Monday Sales CRM is a customizable platform that centralizes client communication and automates sales processes.
Why I picked Monday Sales CRM: Monday Sales CRM aims to boost productivity and manage the sales pipeline effectively by providing a full picture of every deal with customizable dashboards. The platform also provides extensive automations, comprehensive data visualization, and operates on a low-code/no-code basis, making it accessible for users with varying technical skills.
Monday Sales CRM Standout Features and Integrations:
Standout features include centralized contact management, branded quote creation, sales forecasting, email sync and tracking, advanced HTML editing, email templates, lead capturing, and seamless data organization.
Integrations include Outlook, Google Drive, Trello, and Slack.
Pros and cons
Pros:
- Efficient project and client management
- Provides 24/7 customer support
- Offers unlimited boards
Cons:
- Occasional glitches on large boards
- Lacks video onboarding tutorials
Dynamics 365 is a CRM solution developed by Microsoft, designed to meet the demands of large enterprises with a strong reliance on Microsoft products.
Why I picked Dynamics 365: I chose Dynamics 365 because it's specifically tailored for teams heavily invested in the Microsoft ecosystem, ensuring seamless integration and collaboration across their software suite.
Dynamics 365 Standout Features and Integrations:
Standout features include Relationship Insights, which leverages AI to analyze customer interactions and provide actionable suggestions to enhance customer engagement. Dynamics 365 also offers Field Service capabilities for managing on-site customer service and support.
Integrations include Microsoft Teams, Slack, Asana, Amazon Redshift, Marketo, Adobe Marketing Cloud, PandaDoc, Power BI, RingCentral, LinkedIn and a wide range of other tools. Its API is delivered through Dynamics 365 Business Central for custom integrations.
Pros and cons
Pros:
- Scalable and customizable to meet the unique needs of large enterprises
- Offers industry-specific modules to cater to the unique needs of various sectors
- Advanced AI capabilities for improved customer understanding and personalization
Cons:
- Less flexible for organizations not heavily invested in the Microsoft ecosystem
- Reliance on Microsoft's ecosystem could limit flexibility when it comes to integrating with non-Microsoft tools and software
NetHunt is a powerful CRM solution specifically designed for organizations that rely heavily on Gmail and the Google Workspace ecosystem.
Why I picked NetHunt: I selected NetHunt due to its deep integration with Gmail and the Google Workspace suite, offering a CRM solution that feels like a natural extension of these widely used tools. This integration allows organizations to manage their customer relationships, track leads, and collaborate on sales projects without leaving their familiar Google environment.
NetHunt Standout Features and Integrations:
Standout features include Gmail integration for managing customer interactions directly within your inbox, customizable sales pipelines for tailored lead tracking, and advanced reporting and analytics tools that provide valuable insights into sales performance.
Integrations include Gmail, Looker, LinkedIn, Intercom, Meta, Slack, Ringostat, Viber, Telegram, and WhatsApp. Developers can also access its API to create integrations.
Pros and cons
Pros:
- Tutorials and support on hand to make adoption easier
- The basic version of NetHunt includes API access
- Customisable workflows entirely within Gmail with a low learning curve for those familiar with the email platform
Cons:
- The user interface may take some time to get used to for those unfamiliar with the Google Workspace ecosystem
- Organizations that don't rely on Gmail or Google Workspace may not fully benefit from NetHunt's key advantages
Zendesk Sell is a CRM platform that benefits enterprises that are already using Zendesk's customer support suite.
Why I picked Zendesk Sell: I chose Zendesk Sell due to its integration with the Zendesk customer support ecosystem, offering a unified solution for businesses that are already utilizing Zendesk products.
Zendesk Sell Standout Features and Integrations:
Standout features include a sales pipeline management system, marketing automation tools, and efficient customer service functionality. The platform also provides a range of productivity-enhancing features such as task automation, performance analytics, and mobile accessibility.
Integrations include Mailchimp, Dropbox, HubSpot, Pandadoc, Microsoft 365, Xero, Harvest, and Google Drive which can be integrated natively. Custom integrations can be achieved by connecting with the Sell API.
Pros and cons
Pros:
- Platform lacks native automation features for marketing
- Integration with the Zendesk customer support suite
Cons:
- Customer service can be unresponsive at times
- As Zendesk Sell is tailored for Zendesk users, it might not be the best fit for organizations that rely heavily on other customer support solutions
Sage CRM is a CRM platform tailored for large enterprises with a focus on finance teams.
Why I picked Sage CRM: I selected Sage CRM for its strong emphasis on finance teams, providing specialized tools and features that cater to the unique needs of finance departments within large organizations. By offering a CRM solution that integrates with financial systems, Sage CRM enables businesses to make better-informed decisions and drive revenue growth.
Sage CRM Standout Features and Integrations:
Standout features include financial management tools, such as budgeting, forecasting, and expense tracking, which help finance teams gain better control over their operations. Sage CRM's customizable dashboard and reporting tools provide valuable insights into the organization's financial health, enabling better decision-making.
Integrations include Mailchimp, Spotler, Procore, Microsoft Outlook, Infraspeak, Praxedo, WorkPal, Sugar Market, Leadoo, and Swiftcase. It's API is also available to create your own integrations.
Pros and cons
Pros:
- Mobile app that can be accessed at anytime to keep up-to-date with your customers
- AI can be used to analyze and predict customer behavior helping the business to better target them
- Specialized financial management tools
Cons:
- Support can be slow to respond to queries
- The platform's focus on finance teams may not cater to the needs of organizations requiring more comprehensive CRM features for other departments
SAP Sales Cloud is designed to help teams build relationships and facilitate engagement. It can automate selling processes to free your people up to focus on what truly matters - the person on the other end.
Why I picked SAP Sales Cloud: I chose SAP Sales Cloud because of its wide-ranging feature set designed to manage large projects and automate selling processes. Its capacity to scale and cater to the needs of larger teams and more complex projects makes it a preferred choice for enterprise-level operations.
SAP Sales CloudStandout Features and Integrations:
Standout features include intelligent automation of sales processes, dramatically increasing efficiency, and freeing your team to focus on more strategic tasks. It provides a customer profiling system, which helps businesses to deliver personalized engagements that resonate with each client. SAP Sales Cloud also has advanced analytics capabilities, offering predictive insights and forecasting to guide your sales strategy.
Integrations include SAP Service Cloud, SAP Marketing Cloud, LinkedIn Sales Navigator, Microsoft Outlook, DisptachTrack, Microsoft Dynamics 365, Simplifer, Screendragon, and many others. SAP Sales Cloud also offers API access for teams wanting to create their own integrations.
Pros and cons
Pros:
- Works in tandem with a wide range of SAP products
- Access to real-time data about your customers and clients
Cons:
- No free trial available for this particular SAP product
- Not as user-friendly as some competitors
ClickUp is an all-in-one productivity platform designed for large enterprises seeking a comprehensive solution for managing their tasks, projects, and teams.
Why I picked ClickUp: I opted for ClickUp because of its ability to serve as an all-in-one productivity platform, catering to the multifaceted demands of large organizations. With its assortment of features and tools, ClickUp provides a highly customizable and adaptable solution that accommodates diverse team structures and workflows.
ClickUp Standout Features and Integrations:
Standout features include a flexible task management system with multiple views, such as List, Board, and Gantt views, allowing teams to visualize and organize their work in the way that suits them best. ClickUp also offers customization options, enabling businesses to create custom fields, statuses, and workflows tailored to their specific needs.
Integrations include GitHub, Slack, Webhooks, HubSpot, OneDrive, Dropbox, Figma, Loom, YouTube, Intercom, and over 1,000 other tools. ClickUp also has API access for creating custom integrations.
Pros and cons
Pros:
- Scalability and adaptability
- Customizable automation features
- Comprehensive task management options, allowing teams to create, organize, and track tasks using multiple views
Cons:
- Significant learning curve to make the most out of the software’s features
- Some more advanced features are locked behind an additional paywall
Creatio is a no-code CRM platform designed for large enterprises seeking a user-friendly solution that streamlines their sales, marketing, and customer service processes.
Why I picked Creatio: I chose Creatio for its no-code approach, making it easy for large organizations to customize and adapt the platform to their unique needs without relying on extensive development resources. This user-friendly solution empowers businesses to create tailored applications and automate processes to improve efficiency and productivity.
Creatio Standout Features and Integrations:
Standout features include Creatio's no-code application development capabilities, allowing organizations to quickly build and deploy custom applications to address specific business needs. Creatio's interface and visual process designer simplifies the task of creating and managing automated workflows for various teams.
Integrations include Microsoft Office, Mailchimp, Gmail, HubSpot, Tableau, Twitter, Meta, Brandwatch, Robly, and Influ2. Developers can create custom integrations using the Creatio API.
Pros and cons
Pros:
- Dedicated support managers to help with any issues using Creatio’s software
- Easy to create custom workflows to better match a business’s specific needs
- No-code platform allows for rapid customization and application development
Cons:
- Documentation is not as extensive as it is with other CRM options
- The focus on no-code development may limit the depth of customization and flexibility for organizations with more complex or unique requirements
Hubspot CRM is a leading tool that’s built for integration. This means the software is designed to be able to work in tandem with the tools you already use.
Why I picked Hubspot CRM: I picked Hubspot CRM for its vast integration capabilities, which allow businesses to create a unified CRM ecosystem tailored to their specific needs. This flexibility makes Hubspot CRM an ideal choice for enterprises seeking a customizable and adaptable CRM platform.
Hubspot CRM Standout Features and Integrations:
Standout features include contact and company management, which streamlines the organization of customer data, and email tracking and automation, enhancing communication and engagement with prospects. Its customizable reporting capabilities stood out to me, helping to enable actionable insights and data-driven decision-making, further optimizing the CRM experience for large enterprises.
Integrations include Google, WordPress, Outlook, Zoom, MailChimp, WebinarGeek, Aircall, Lucky Orange, LinkedIn, Typeform, and hundreds more. Custom integrations can be built using its API.
Pros and cons
Pros:
- Active user community, providing a valuable resource for exchanging ideas
- Strong focus on user education and resources
- Customizable workflows for creating and automate processes that align with their unique sales strategies
Cons:
- Limited customer support options in lower pricing tiers
- Full feature set may require a higher pricing tier
Other Enterprise CRM Software
Here are a few more worthwhile options that didn’t make the best lead capture software list:
- Monday.com
Best for project management
- Freshsales
Best for AI chatbot assistance
- Pipedrive
Best for sales teams looking to automate workflows
- Zoho CRM
Best for small businesses
- Copper
Best for non-technical users
- Wrike
Best for project planning and tracking features
- Nimble
Best value for money
- Streak
Best for quick onboarding
- Sugar Sell
Best for data-driven companies
- Kapture CX
Best for customer service teams
Related Enterprise CRM Software Reviews
If you still haven't found what you're looking for here, check out these tools closely related to enterprise CRM software that we've tested and evaluated.
- Sales Software
- Lead Management Software
- Business Intelligence Software
- Contract Management Software
- Revenue Management System
- CPQ Software
Selection Criteria for Enterprise CRM Software
Enterprise CRM software is designed to offer comprehensive tools to manage customer relationships at scale, providing insights, automating processes, and enhancing customer engagement. My methodology for evaluating enterprise CRM software is grounded in thorough testing and analysis, prioritizing solutions that meet essential business requirements and adapt to evolving needs.
Core Enterprise CRM Software Functionality - 25% of total weighting score
To be considered for inclusion on my list of the best enterprise CRM software, the solution had to support the ability to fulfill common use cases:
- Streamlining sales processes and enhancing sales team productivity.
- Providing a 360-degree view of the customer to improve service and engagement.
- Integrating marketing activities for better campaign management and ROI analysis.
- Enabling data-driven decision-making through comprehensive analytics.
- Supporting scalability and customization to adapt to business growth and changes.
Additional Standout Features - 25% of total weighting score
- Advanced AI and machine learning capabilities for predictive analytics and intelligent automation.
- Robust integration frameworks that facilitate seamless connectivity with a variety of business systems.
- Exceptional data security and compliance features to protect sensitive customer information.
- Innovative collaboration tools that enhance team communication and coordination.
- Cutting-edge user experience designs that boost adoption and user satisfaction.
Usability - 10% of total weighting score
- Intuitive interfaces that reduce the learning curve and enhance user engagement.
- Flexible configuration and personalization options to match unique business workflows.
- Accessible training resources and user guides to empower users and maximize software utility.
Onboarding - 10% of total weighting score
- Comprehensive onboarding support, including customized training sessions and resources.
- Clear implementation guides and assistance to ensure a smooth transition.
- Active engagement from the vendor during the onboarding phase to address any challenges.
Customer Support - 10% of total weighting score
- Responsive and knowledgeable support teams available through multiple channels.
- Proactive customer service that addresses issues promptly and effectively.
- Dedicated account managers or support personnel for enterprise clients.
Value For Money - 10% of total weighting score
- Transparent pricing structures that offer clear value based on the depth of functionality.
- Competitive cost relative to the feature set and scalability offered.
- Positive feedback from current users regarding the software's impact on their ROI.
Customer Reviews - 10% of total weighting score
- High satisfaction ratings from a diverse range of enterprise users.
- Testimonials that speak to the software's reliability, performance, and support.
- Consistent praise for how the software meets or exceeds business expectations.
When selecting enterprise CRM software, it's vital to choose a platform that aligns with your organization's specific needs, offers robust functionality, and delivers a compelling user experience. The right software should not only address your current requirements but also have the capacity to evolve and scale as your business grows and changes.
Trends In Enterprise CRM Software For 2024
Enterprise CRM software empowers organizations to manage their revenue operations more effectively, providing deeper insights, enhancing customer engagement, and driving growth. As businesses demand more from their CRM systems, the software has evolved to meet these complex needs with innovative functionalities and integrations. Here's a concise overview of these trends, reflecting the changing needs and challenges faced by RevOps leaders:
Integration and Ecosystem Expansion:
- CRM platforms are increasingly offering expansive integration capabilities, connecting with a wide array of business tools and systems to provide a unified operational view.
- Evidence shows a growing trend toward natively integrated ecosystems, allowing for seamless data flow between CRM software and other enterprise systems such as ERP, BI tools, and marketing automation platforms.
AI and Advanced Analytics:
- Enhanced AI capabilities for predictive analytics, customer sentiment analysis, and automated decision-making are rapidly evolving within CRM solutions, enabling more proactive and informed business strategies.
- Innovations in machine learning algorithms are being leveraged to offer personalized customer experiences and optimize marketing and sales efforts based on data-driven insights.
Mobile and Remote Access:
- As remote work persists, CRM providers are enhancing mobile access and capabilities, ensuring sales teams and remote employees have full functionality and data access irrespective of their location.
- This includes the development of robust mobile apps and features that support on-the-go productivity and customer engagement.
Declining Features:
- Basic data management and static reporting features are becoming table stakes, with less emphasis as differentiators in the CRM software market.
- Standalone CRM systems that lack integration capabilities or advanced analytics are seeing diminished demand, as businesses look for more interconnected and intelligent solutions.
Organizations are seeking solutions that not only streamline sales and marketing processes but also provide deep insights into customer behaviors and preferences, enabling more strategic and effective revenue operations management. As this field continues to evolve, staying on top of these trends will be crucial for businesses aiming to leverage CRM software for competitive advantage.
What Is Enterprise CRM Software?
Enterprise CRM (Customer Relationship Management) software is a comprehensive tool used by large organizations to manage interactions with customers and potential customers. It integrates various aspects of customer engagement, including sales, marketing, customer service, and analytics, into a single platform. This software handles vast amounts of data and complex processes, catering to the multifaceted needs of large-scale businesses with diverse customer bases.
The benefits of enterprise CRM software include enhanced customer relationship management through a unified view of customer interactions across different departments. It aids in streamlining communication, improving customer service, and driving sales growth. The software offers powerful analytics and reporting tools, providing deep insights into customer behavior and sales trends, which are crucial for making informed business decisions. Additionally, enterprise CRM supports scalability and flexibility, accommodating the evolving needs of large organizations and ensuring efficient management of customer information and interactions.
Features Of Enterprise CRM Software
When selecting enterprise CRM software to manage revenue operations, it's crucial to identify features that align with your organization's strategic goals, enhance customer relationships, and optimize sales and marketing processes. Here are the most important features to consider:
- Comprehensive Customer Data Management: Ensures detailed and organized customer information.
- Centralizing customer data allows for more personalized interactions and a deeper understanding of customer needs, driving improved sales strategies.
- Advanced Analytics and Reporting: Provides insightful data analysis and customizable reports.
- Analytics and reporting capabilities enable businesses to track performance metrics, forecast revenue, and make data-driven decisions.
- Marketing Automation Integration: Automates and synchronizes marketing campaigns with sales activities.
- This integration enhances lead generation and nurturing, ensuring a consistent approach across sales and marketing teams to boost conversion rates.
- Sales Automation and Pipeline Management: Streamlines sales processes and provides visibility into the sales pipeline.
- Automating sales tasks and managing the pipeline efficiently helps sales teams focus on closing deals and increasing revenue.
- Customer Service Module: Offers tools to support customer inquiries and issues.
- A robust customer service module ensures that customer issues are resolved promptly, increasing satisfaction and loyalty.
- Mobile Accessibility: Allows users to access the CRM system from any device, anywhere.
- Mobile access ensures that sales teams and managers can stay connected and productive, even when on the go.
- Customization and Scalability: Adapts to the specific needs and growth of the business.
- The ability to customize and scale the CRM system allows it to evolve with your business, supporting changing requirements over time.
- Collaboration Tools: Facilitates communication and teamwork within the organization.
- Collaboration features enable teams to work together more effectively, sharing insights and aligning on strategies to drive revenue.
- Data Security and Compliance: Ensures that customer data is protected and regulatory requirements are met.
- Maintaining high levels of data security and compliance is essential for protecting your business and building trust with customers.
By focusing on these key features, organizations can improve their customer relationships, streamline sales and marketing processes, and drive business growth. Remember, the right CRM solution should not only meet your current needs but also have the flexibility to adapt as your business evolves.
Benefits Of Enterprise CRM Software
Enterprise CRM software serves as a central platform to manage all customer interactions, streamlining processes and offering critical insights to drive strategic decisions. By consolidating customer information into a single repository, these systems enhance visibility, improve efficiency, and foster personalized customer experiences. Below are five primary benefits that enterprise CRM software provides to users and organizations:
- Centralized Customer Data: Facilitates a unified view of customer information.
- Having all customer data in one place enhances team collaboration and provides a comprehensive understanding of customer interactions across the organization.
- Enhanced Customer Engagement: Enables personalized customer interactions.
- Tailoring communication based on customer history and preferences increases engagement rates and fosters loyalty, ultimately driving revenue growth.
- Streamlined Sales Processes: Automates and optimizes sales workflows.
- By automating routine tasks and providing sales teams with detailed customer insights, enterprise CRM software accelerates the sales cycle and increases efficiency.
- Informed Decision-Making: Offers advanced analytics and reporting.
- Data-driven insights allow organizations to make strategic decisions, identify market trends, and adjust tactics in response to real-time information.
- Scalability and Flexibility: Adapts to the growth and changing needs of a business.
- Enterprise CRM software is designed to scale with your organization, ensuring that your evolving business requirements are consistently met.
Costs & Pricing For Enterprise CRM Software
Selecting the right enterprise CRM software is an important decision that can significantly impact your business's ability to engage with customers, streamline processes, and drive growth. Various pricing models and plan options are available in the market, each designed to cater to different organizational needs and scales. Below is a breakdown of typical plan options along with their average pricing and included features to help guide your decision.
Plan Comparison Table For Enterprise CRM Software
| Plan Type | Average Price Range | Common Features Included |
|---|---|---|
| Basic | $10 - $40 per user/month | Contact management, lead tracking, email integration, basic reporting |
| Professional | $40 - $100 per user/month | Advanced analytics, marketing automation, custom reports, increased data storage |
| Enterprise | $100 - $300+ per user/month | Customization capabilities, advanced integration options, dedicated support, enhanced security features |
| Free | $0 | Access to core CRM functions, limited users, basic support |
When choosing a plan, consider both the immediate and future needs of your organization, ensuring the software can scale and adapt as your business grows. Additionally, weigh the cost against the potential ROI, focusing on how the CRM's features can drive key business objectives and improve revenue operations.
Enterprise CRM Software Frequently Asked Questions
Here are some answers to more questions that you might have about CRM enterprise software.
What is the difference between CRM and ERP?
What integrations should a CRM include?
How does CRM differ from CMS?
Does CRM enterprise software support third-party integrations?
How does CRM enterprise software facilitate customer service?
Can CRM enterprise software automate marketing campaigns?
Conclusion
CRM enterprise software is truly changing the game when it comes to managing customer relationships, making things more efficient and communication a breeze. This means businesses can build better connections with their customers, keeping them happy, and coming back for more.
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