Even starting this article, I see a distinct theme coming through all of my suggestions concerning CRM.
Without understanding your desired outcome, no technology will ever deliver the information you need to run your business.
Once you have your sales process defined, then you need to find out what information you want to report on. This might be pipeline or performance, by customer, by sales team, by sales staff, by vertical, by item or by service. It could be any number of things.
The key is to define the custom reports that are the most important for your business.…Continue Reading