So you’ve invested in new CRM software and successfully overcome the challenge of user adoption. What now? Here are sixteen things you want in place if you are to maintain and grow the value of your investment: Administration – someone needs to manage the day to day running of the Continue Reading
The under-appreciated benefits of the humble CRM mail-merge function
One feature of CRM technology that I don’t think users make enough of is the ability to create, store, and manage mail-merge templates within the system. These templates allow commonly used documents and emails to be quickly generated automatically, inserting relevant data held in the system, such as name and Continue Reading