crm system

A Recipe for Disaster: Do It Yourself CRM Set Up

do-it-yourself-crm

You’ve ordered the new software and have given your IT people the orders to prepare for the implementation of the new CRM system, so everything is ready – right? Maybe not… CRM is Not Designed for DIY It isn’t that CRM software isn’t worthwhile or that establishing an effective CRM system won’t pay dividends, it … Continue reading

Creating Email Templates for Sales Follow Up in CRM

Email Template for Sales Follow Up

One of the first things most people want to do with their CRM solution is to create email templates that sales people can quickly send to customers.  Sales follow up emails, requests for appointments and all the other types of emails that you send to customers over and over again each day. Your CRM system … Continue reading

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