Get started with your CRM in 3 simple steps

Get started with your CRM in 3 simple steps

I have been asked often about how to start a simple implementation of CRM, especially by promoters of Vice President of Sales level person. Here is a three step process to implement a CRM at your organization. This is just fine for any kind of business, any size of business. Keep it simple and let […]

Automating CRM tasks easily and painlessly

Automating CRM tasks easily and painlessly

Some of the challenges during a CRM implementation include automation of some of the mundane tasks like: Literature Fulfilment SMS/E-mail alerts Archival of e-mails Sending out welcome packs, gift coupons and other marketing material. This is true of most CRMs I have come across- Microsoft Dynamics, Sage CRM, Sage Saleslogix CRM and a couple of […]