I would like to take a moment to ease some concerns about data loss…that are either outright wrong, or simply overstated. They are that your data is not safe with a Web based solution. So just how safe is your CRM data?There are actually two sub-categories here. Some people are afraid that the we
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08/28/2019
Your CRM data, your names and interactions, is your inventory.Without it, you’re back to re-stocking the shelves for years, trying to pick up the pieces. If you lose it, the best you can hope for is to add back what you can from your paper files and hope not too many things fall through the cra
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08/22/2019
Would you let someone tell you the car they have for sale is the best one for you?And they tell you this before they even ask you what needs you have? There is no such thing as The best CRM. The best one is the one that suits yourneeds. The old axiom is, the best one for you is the one that you
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08/14/2019
Efficiency is the desired end result– but – with regards to Combining Activities in Activity Plans, I would advise that you think things through before starting There are different considerations to use when deciding whether or not to combine them. Keep in mind that Activity Plans should always b
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08/05/2019