Monitor and control which outside applications are integrated with your CRM. Too many apps can make the system confusing for your team members and can make for unclean data.
[et_pb_section admin_label="section"] [et_pb_row admin_label="row"] [et_pb_column type="4_4"][et_pb_text admin_label="Text"] What use is a CRM if it's full of junk data? That's why you need clean data. Perhaps one of the most important [...]
Today we discuss user roles and how they can help you achieve better collaboration within your CRM.
Learn why it's effective to use your CRM to generate email templates for your customers.
Use an analytics tool in your CRM. This feature can help you make better sales and business decisions. It's time for another Quick Tip from Stuart the CRM Mechanic! Today's [...]
Take advantage of the workflow automation features in your CRM. This helps to eliminate time-consuming and repetitive tasks. Workflow automation in your CRM: Your customer relationship management software is an [...]
What are the top 10 reasons to keep your customer lists up to date? You might be surprised to learn that up to 50% of customer relationships could end within [...]
Starting a new CRM project? It's a good idea to have a 'Premortem' before you start your CRM project. Hypothesize all the things that might go wrong, then work towards solving [...]
If you're moving to a CRM solution ask a very important Red question mark ornament: does the solution require modifications to any of your current business processes? If so, make [...]
