There is much ado these days about CRM. I’ll bet you even have your “version” of this product installed.
I pose the question to you – What has your CRM done for you lately?
Bells and whistles are great and can make a system or product seems like the greatest thing since sliced bread, but if your users don’t use it or find that it makes their daily duties cumbersome; then is it really worth it?
Can your system be configured or customized (with ease) to serve as a robust product – ever changing like your business? For example instead of just tracking customers and leads – can you use it to design and execute a marketing plan? Can you execute that plan right through our email?
So what am I saying? Bells and whistles can be found in most products these days. You need to come to the table with your business in mind. How do your people work best – what are they lacking – what would make your business shine? Then and only then – look at the extras a
Your best bet to help wade through all of the jargon and fluff out there is to find a
Don’t get carried away with “flash” and don’t let a reseller lead you into the future without addressing your present.
by Sandi Meyer, Technical Consultant,