Step 1: Evaluate Your Current Processes Deep Dive into Your Workflows So, first things first, we need to take a good, hard look at what’s currently going on. This means diving deep into our existing processes. I remember when I first started mapping out my workflows; it was eye-opening! You’d be surprised at how many […]
Step 1: Assess Your Current Processes Understand Your Needs Before diving headfirst into CRM process automation, it’s crucial to take a step back and evaluate your current processes. Seriously, sit down and think about what’s working and what’s not. I’ve found that understanding exactly where the bottlenecks are can save you a ton of time
Step 1: Identifying Your Business Needs Understanding Your Goals Alright, let’s kick things off by figuring out what you actually need. You’ve got a vision for your business, right? Understanding your goals helps you determine what kind of CRM system will work for you. I mean, it’s like shopping for shoes—if you know what you
Step 1: Define Your Requirements Understanding Business Needs Before diving deep into testing any CRM software, the first thing I do is sit down and think about what my business truly needs. It’s so easy to get distracted by fancy features, but at the end of the day, I remind myself to focus on what’s