Things To Look For In a CRM
CRM software was originally engineered to give all employees access to customer data. They still do
that today, but they are primarily used for sales people to keep track of prospects and customers. As
a result, make sure your...
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Things To Look For In a CRM
CRM software was originally engineered to give all employees access to customer data. They still do
that today, but they are primarily used for sales people to keep track of prospects and customers. As
a result, make sure your CRM has strong contact tracking and management functionality. It should
make it easy to see and track prospects and customers. It should be easy to find and edit customer
records from most if not all screens.
CRM systems are best designed as online software, not desktop software. This is because CRM by
nature ought to be shared with many employees within a company. How a customer relationship
manager looks is very important. It is very important because you'll spend hours per day looking at
it, if your're a salesperson. It needs to be designed well and sport soothing color arrangements. It
needs to be designed in a way that is intuitive and easy to get around. If the colors are loud and the
design is off putting, then the fatigue facto
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