Tag Archives: free crm

Five CRM Metrics to Pay Attention To

In past blog posts, we’ve talked about the downside of getting buried in data. Unfortunately, the way this evolves in the real world means that typically the person or team responsible for viewing data can get overwhelmed with too many data points, rendering much of any analysis useless. So here are some tips to identify five metrics that are worthwhile. Actions for Engagement Make sure … Read More

How to Conduct CRM Research

The research to select your CRM is just as important as how you intend to use the software over time. You need to carefully conduct your research so that you select the most appropriate solution for your needs.  Follow the process below to get the most out of your research and the CRM you select. Determine Your Needs This might begin with a needs analysis … Read More