Things To Look For In a CRM
CRM software was originally designed to give all employees access to customer history. They still do
that today, but they are primarily used for sales guys to keep track of prospects and customers. As a
result, make certain your...
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Things To Look For In a CRM
CRM software was originally designed to give all employees access to customer history. They still do
that today, but they are primarily used for sales guys to keep track of prospects and customers. As a
result, make certain your CRM has strong customer tracking and management ability. Your CRM
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. The reason is because
CRM by design ought to be shared with many people within an organization. Everyone should have
access to customer and prospect information. The easier it is for more people around the company to
find this information, the better for all. With an online system you don't have to deal with
downloading and or installing software on lots of perhaps older PCs. All you need is internet access
and a browser.
Be on the lookout not to buy too mu
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