Your Business Needs Identifying Core Functionality When I was on the hunt for the perfect CRM, I realized that the first step is pinpointing what my business actually needs. It’s all about the core functionalities that are non-negotiable for your operations. For me, it started with understanding whether I needed sales automation, customer service tools, […]

Understanding Your Business Needs Evaluate Your Current Processes Before diving into any software solutions, you need to take a good hard look at your current business processes. Seriously, sit down and map out your workflows. What’s working? What’s not? It’s essential to pinpoint the bottlenecks that a CRM could potentially address. For instance, if you