A great Customer Relationship Management system will be your competitive advantage You’ve made the investment, but think you’re not getting the most out your CRM? There’s a very common situation where an organisation finally decides that it’s time to get a Customer Relationship Management system so they can better market their offerings, increase sales and customer satisfaction and then provide truly great customer service. The steps sound simple. Pick a CRM, get it deployed and configured, get some training and away you go. If only it was that simple. Like when you first learned to drive a car, it felt awkward. Trying to change the gears, turn the steering wheel and watch the road all at the same time just didn’t feel natural. It took some time but with some practice and persistence, driving your car became instinctive. Getting used to a CRM system is essentially the same. Need help? Yes, you did get training, but you forgot how to Qualify a Lead or Track an Email. Even some of the custom fields seem in the wrong place or a workflow sends an email when you didn’t expect it. And, we haven’t even considered customising Dashboards, Charts and Reporting. How...