Make the most out of your CRM? Here are three essential tips to maximise its potential!”
Bradley Field, Managing Director of FieldSoft CRM Consultants and author of the upcoming book ‘The Complete Guide to CRM, gives you 3 tips on how to maximise your your CRM Application.
CRM Tip Number 1
Remember, rubbish data in gives you rubbish data out. Always ensure that the data you input is clean and accurate. This will help in making informed decisions based on reliable information
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CRM Tip Number 2
Use accurate percentages for forecasting your opportunities. Precise forecasting helps you better predict your sales pipeline and manage your resources more effectively.”
CRM Tip Number 3
Work with your CRM consultant to automate as much as you can. Automation not only saves you time but also reduces the chances of human error, making your CRM processes more efficient.
Implement these tips, and you’ll see a significant improvement in your CRM’s performance. Stay tuned for more insights!