Understanding CRM What CRM Really Means So, let’s dive right into what CRM actually means. Customer Relationship Management (CRM) is more than just a fancy term; it’s all about managing your relationships with customers in a way that is efficient and effective. I remember when I first stumbled across it – I thought it was […]
Understanding Custom Reports What are Custom Reports? Custom reports are tailored reports that allow businesses to pull specific data from their ERP (Enterprise Resource Planning) or CRM (Customer Relationship Management) systems. Unlike standard reports, which provide general information, custom reports can dig deeper into the data that’s crucial for decision-making. This means you can focus