Using CRM is essential and the challenge is providing a solution that is an intuitive extension of what your employees already do each day. I have asked Managers, “Why would you fire one of your employees”? The answer usually implies that the employee is not doing the BASICS of calling, setting appointments, doing follow-ups and closing […]
As Sr. VP., Dir. of Sales & Marketing, I often stay hands-on in providing business consulting in order to design the most efficient and intuitive CRM interface for User Adoption and achievement of established goals. Just wanted to share a few thoughts with those of you contemplating the implementation of a new CRM or reviewing […]
Microsoft Outlook can sometimes be weighty and complex when not used properly. Smaller features that can easily enhance day-to-day business aren’t always front and center, but when implemented together they can have a meaningful impact on your workflow.