Customer Relationship Management (CRM) software is a powerful tool that helps businesses organize data on customers, sales, products, and new prospects. But many of the leading CRM systems come with customizable features and advanced functionality that can end up slowing down your team.
To make sure you implement a CRM process that keeps your sales and marketing teams informed, agile, and effective, read these seven tips for an effective CRM. While simple in its approach, this guidance can help you steer clear of creating an overly complex process that is unnecessary for success.