7 Steps to Upgrade your CRM
CRMs don’t have to be the bane of your company's existence…
Everyone seems to have a CRM and nobody seems to like it. A well-put-together system with clear workflows and limited manual entry will allow you to have a streamlined system that gives leadership the high-level metrics they are looking for and gives Sales and Marketing the resources they need to optimize their time.
Here are the 7 steps to upgrading your CRM:
- Talk to the people using the CRM the most
- Discover what Leadership’s key goals are
- Identify the biggest pain points
- Manage Fields/Users/Objects
- Outline, Implement & Revise
- Create Dashboards
- Create Trainings
