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Why Excel is the Worst CRM in the World

Why Excel is the Worst CRM in the World

Maybe it is a little unfair to say Excel is the world’s worst Customer Relationship Management (CRM) System because it technically is not a CRM. Why is Excel it the world’s worst CRM then? Well, because a lot of people insist on using it as a CRM solution when it...
How Does Customer Relationship Management Work?

How Does Customer Relationship Management Work?

What is Customer Relationship Management (CRM)? How does it work? What does it do for me? These are all great questions. It will take a little explaining to answer them. First, let me tell you what a CRM is. CRM software that allows a business to manage all the...
Incorporating a Sales Process into Your Company

Incorporating a Sales Process into Your Company

What is a sales process? A sales process is a step by step process that identifies the steps to be completed at each stage of the sale. Generally, a Customer Relationship Management (CRM) or a type of project management software is needed to do this effectively....

Three Tips for Short-listing SMB CRM Vendors

Small to medium sized (SMB) companies have many choices of CRM software options, yet choosing a solution that actually meets their needs is a tremendous challenge. SMB have needs that are as great as any large company but often do not possess the financial resources....