Using a CRM system gives businesses the tools to improve their customer relationships, streamline their sales processes and leverage the platform to achieve success. Customer relationship management ... There's a perfect storm brewing in the accounting profession and it directly relates to the slow adoption of customer relationship management systems - at least according to Danny Estrada, CRM ...

Understanding the Context

Lexington Herald Leader: CRM planning and implementation for small businesses: A guide for teams with limited technical resources It's 11 p.m. on a weeknight. You're at your desk researching customer relationship management (CRM) solutions for the third time this month. Your sales team is growing, customer information is ...

Key Insights

CRM planning and implementation for small businesses: A guide for teams with limited technical resources AOL: The challenges of transitioning from spreadsheets to CRM for sales and marketing teams Nutshell reports that transitioning from spreadsheets to CRM can be challenging due to data quality issues, longer timelines, and team adoption hurdles. The challenges of transitioning from spreadsheets to CRM for sales and marketing teams