Building a Customer Relationship Management (CRM) system can feel like trying to climb a mountain without the right gear. But trust me, it’s definitely possible! From personal experience, I can tell you that while it comes with its challenges, the satisfaction of creating a system tailored to your needs is immensely rewarding. Let’s break it […]
Implementing a Customer Relationship Management (CRM) system can feel like a daunting task. I can’t tell you how many times I’ve spoken to business owners who have that “deer in the headlights” look when the topic comes up. Having navigated these waters myself, I want to share some insights. In this guide, I’ll break down
Understanding CRM Basics What is CRM? So, let’s kick things off by talking about what CRM really is. It stands for Customer Relationship Management. Think of it as the backbone of any business that wants to keep track of its interactions with customers. It’s all about smoothing out the relationship while maximizing the potential of
Understanding the Need for Change Recognizing Limitations of Copper When I first started using Copper, I was drawn in by its seamless integration with Gmail and the way it promised to revolutionize my workflow. But as I began to scale my operations, I quickly noticed some limitations. Copper just couldn’t keep up with the complexity