Understand Your Needs Identify Key Features Before diving into creating a CRM system, I’d suggest taking a moment to reflect on what you truly need. For me, this meant listing out the essential features I couldn’t live without. Think about things like customer contact info, interaction history, notes on deals, and follow-up reminders. Once you’ve […]
Define Your CRM Objectives Understanding Your Needs Before I even think about diving into Google Docs, I like to sit down and jot down what I want my CRM to achieve. Am I looking to track leads? Manage customer interactions? Having a clear understanding of my objectives is crucial and sets the direction for everything
Define Your Goals and Requirements Understanding Your Business Needs When diving into the world of CRM systems, the first step is recognizing what your business truly needs. I remember when I was tasked with implementing a CRM, and I spent a ton of time sifting through all the features, trying to find one that fit