Archive for June 2015

After years of working with businesses of all sizes to implement customer relationship management (CRM) platforms, I’ve realized successful implementation begins with understanding how the end-user wants to interface with application.

I visit with business owners everyday who approach me asking how they should implement a CRM platform. But before they ask, “How?” they really need to be asking “Why?” In other words, why use a CRM? What problem would a CRM solve for their organization?