Here’s an article I recently wrote for SearchCRM, Three Steps to Maximize CRM Functionality for Small Businesses:
Far too many small and medium-sized businesses (SMBs) that take the leap and invest in CRM software fail to realize the full potential of what today’s CRM products have to offer. Here are three primary steps to maximizing CRM functionality at SMBs:
1. Critique current customer management issues.
2. Configure the CRM product so that it is quick and easy to use.
3. Make sure management views CRM as a process, not a project.
Let’s take a look at each of these three related suggestions in a little more detail and explore how they affect CRM technology usage in many SMBs. Click here to go to the complete article.























