CRMs – Friend or Foe?
Most businesses use some sort of customer data system to capture contact information and make notes to keep track of conversations – using anything from a spreadsheet to a full-on Customer Relationship Management (CRM) system. However, not all systems are considered valuable tools by the team. Getting the Most from Your CRM The key to a CRM being an effective sales organization and management tool is to make sure: You choose one that is built for the functionality you need.It’s easy to use.It’s easy to update.It provides the ability to clearly display the sales pipeline And don’t forget to make sure it’s accessible from laptops, tablets, and phones! Salesforce Is Not the Only Game in Town Here’s a newsflash – Salesforce is not a good choice for most small and…