The questions you’ll want to ask yourself when evaluating CRM software solutions:
1) Does your sales team have any access to
vital accounting data like accounts
receivable, credits limits, balances?
2) Is information 'hoarded' and kept secret
by different departments in the
organization?
3) Do you have more than 2 employees
responding to incoming interactions (i.e.
phone calls, faxes, emails, personal visits,
etc.?
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