One by one Top Producer is filling any holes they had left. One glaring such hole has been the lack of the ability to store documents in the CRM. So what they did was teamed up with DropBox and Google Drive to accomplish that. Now there is a box on the contact screen that looks like this:
I've been pushing them to add the capability to store documents in the CRM for years, but the response was always that they had too many users and that it would take too much server space. Since that is no longer an issue, - Voila!
Comments(2)