Three Reasons You Should Have a CRM There are three primary reasons why you should have a CRM in place at your company, even if you have never used one before. There are critical benefits available to you when you select the right platform and use it on a regular basis to manage your company. History Matters The ability to go back in time and … Read More
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Before you make the all-important decision about the system you’re going to use going forward, it’s smart to ask these key questions. Make sure you’ve done your research in advance. When you’ve determined your needs, there’s a better chance that one CRM will emerge as the clear winner for your business. What Processes and Tasks Need Managed? This is certainly your first step in selecting … Read More
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One of the best ways to ensure that you use a CRM in the most effective way is to follow several tips for optimal understanding across the board. The more that your team is clear about how to use the system effectively, the more likely it will be easier to discuss buy-in and get everyone on the same page. What follows are some of the … Read More
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Good customer service has numerous impacts across your company, but it’s certainly the most important as it relates to your clients and their relationship to your business. Having a customer service action plan and protocol is critical to achieving your goals and constantly promoting this positive relationship. Available Customer Service Customer service needs to go deeper than having a company-wide commitment to putting the client … Read More
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