As season winds down, one of your summer goals should be to organize your customer data. And it is a good time to consider if your customer relationship management (CRM) platform is working for you or against you.
A CRM system should expedite the sales process and easily maintain relationships with customers by storing contacts, tracking leads throughout the sales pipeline.
It should also provide visible metrics to track your entire sales process and improve marketing by showing how customers interact with your website to refocus your efforts on critical areas.
– Cyndee Woolley, The SWFL 100