Understanding Your Business Needs Identifying Core Functions As a business owner, I often find myself questioning the core functions of my operations. The first step in determining whether a CRM or help desk software is needed is to understand the needs of my business. Do I need a system for sales management, customer relationship tracking, […]
Understanding Your Business Needs Assessing Customer Interaction When I first started out, one thing I realized is that understanding how customers interact with your business is crucial. Identifying touchpoints where customers reach out for help can guide your decision on whether you need help desk software or a full-blown CRM system. Take some time to
The Importance of Understanding CRM What is CRM? So, first things first—what in the world is CRM? In my experience, CRM stands for Customer Relationship Management. It’s a fancy term for software that helps you manage all the interactions you have with your customers. Think of it as your customer’s digital scrapbook where you keep