Top 3 Tips for Implementing a CRM System Successfully

There are many reasons to implement a Customer Relationship Management (CRM) system in a company. You might want to improve customer relations, increase productivity with automation, generate better sales prospects, or develop more comprehensive reporting techniques....

Tip #1: Create a Dashboard

Your CRM is up. Let it show you what’s happening in your world! Add a personalized dashboard and make it your home page when you login. Manager, staff, and agents can use the dashboard to gain visibility into their day-to-day operations. Which areas require immediate...

How a Responsive CRM is the Way to Go Mobile

The Who had it right in 1971 when they said,  “When I’m drivin’ free, the world’s my home, when I’m mobile.” Except now, the world’s your office when you’re mobile. In tech, mobile heads almost every list of top technology trends for 2015. “Computing Everywhere” is...