1. Understanding Your Business Needs Analyzing Your Current Processes When it comes to choosing CRM software, the first thing I always recommend is to take a deep dive into your current processes. What does your customer journey look like? Are there parts that seem inefficient or are sucking your time? Taking stock of these elements […]

Understanding Your Business Needs Identify Your Goals When considering CRM software like Siebel, it’s crucial to have a clear understanding of what you want to achieve. Ask yourself what customer relationships you wish to enhance. Are you focusing on lead generation, customer retention, or perhaps improving team collaboration? Pinning these down is the first step