So you have a shiny new CRM system. Tools are only as good as the people who use them and process is everything when it comes to repeated success in any market. Clearly defining the best practices and processes to effectively utilize a CRM system can mean the difference between a record quarter and lackluster

The Next Generation of CRM

Thursday, 06 December 2012 by

Does your client feel like a stranger every time they engage in a transaction with you or the ‘customer service’ side of your firm? Many businesses are being harmed by clueless people in the service industry. Client retention is the most important factor in the future success of any business, especially small businesses. And the

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