Take the suck out of choosing a CRM

Ask 10 people about their CRM experience and nine will roll their eyes. The tenth won’t know what a CRM is. CRM’s can make business management and processes significantly easier, but only if we understand what we are signing up for in the first place, and setting our expectations from the onset. Nailing the implementation of a CRM (customer relationship manager) is one of the most liberating experiences you will have as a business owner. When done well, a CRM will manage client communications schedules, measure sales volume and pipelines, monitor invoicing and projects, and automate recurring activities or tasks. The limiting factor we commonly see with CRM implementation though is user impatience or an unclear scope of how the CRM is going to support the business. If there is no specific plan for how the CRM is going to [...]