Category: CRM

Solving your Sales Process and Technology Challenges

CRM Clean Up – And How to Maintain It

A Customer Relationship Management system (CRM) is an excellent tool for keeping track of your data.It’s a powerful tool for cultivating consumer and client relationships. It’s also a good approach to communicate with your coworkers (like delegating tasks, collaborating data, and easily sharing reports). You can make your data accessible to everyone in your organization,…
Read more

Am I using my CRM correctly?

CRM is a great tool, IF you use it right. Yes, you get to organize your relationships and interactions with customers, leads, and contacts. But are you doing everything you should? Are you making sure the information is consistently updated? A CRM can be valuable to businesses of all sizes. From small mom-and-pop stores to…
Read more

custom crm configuration graphic with charts and people

6 Recommendations for Customizing your CRM

A “ready to use” CRM may sound appealing but think twice before jumping in with both feet. Instead, think about using a customized CRM to help increase productivity and be an easier tool for you and your team to use. Custom customer relationship management (CRM) tools are optimized to grow with your businesses, so you…
Read more