Tag: CRM basics

If you chose your CRM solution carefully, it should be flexible enough to adapt to evolving customer needs. Remember to test the software implementation before rolling it out. Never lose sight of the fact that the customer is the reason for your CRM implementation….

It’s easier to start your implementation with a departmental focus, but when everyone in the company is connected to CRM – that’s when you’ll see the most exciting benefits of the software. Everyone has instant access to the critical information they need to keep driving the business forward…

By integrating your accounting system and CRM, not only will you improve productivity, you are also able to report an immediate return on investment. A CRM solution should be accessible to you staff though different platforms, such as mobile devices so they are able to…

Planning and preparation are essential first steps when considering a CRM system. These plans should include establishing a budget, planning for the costs associated with identifying vendors, testing applications, implementation, integration, training, and support…