1. Understanding Your Business Needs Identify Core Requirements When it comes to choosing a CRM, the first thing I always ask my clients is, “What do you really need?” Understanding your core requirements is essential. Do you need to manage a large sales team or just a few clients? This will affect what features are […]
1. Understanding On-Premise CRM Software What Is On-Premise CRM? When I first dove into the realm of CRM software, I quickly stumbled upon two main types: on-premise and cloud-based systems. On-premise CRM means that you host the software on your own servers. This gives you direct control over your data and customization options that you
1. Manufacturing Companies Understanding the Demand In my experience, manufacturing companies rely heavily on managing relationships with suppliers and customers. An on-premise CRM allows them to have complete control over their data, which is crucial when working with sensitive information like costs and contracts. Having that data stored locally can reduce risks and improve accessibility