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