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

If you’ve spent any time in a sales role, you know that retaining customers is far more profitable and rewarding than spending time scouring for new clients. You also understand the importance of maintaining happy customers and achieving excellence in service. Happy customers provide the basis for recurring revenue as well as referrals to new