CRM: Seven Steps to Opportunity Automation
Great customer relationship management can help you convert opportunities into sales. by Ken Kelly Customer relationship management, or CRM, is a software system designed to track potential customer interactions and help manage the sales process. There are a number of players in the CRM space, but the two most robust offerings are Dynamics CRM and […]
Technology In Roofing: CRM: 7 Steps to Opportunity Automation Part 3 of 12
CRM, or Customer Relationship Management, is a software system designed to track potential customer interactions and help manage the sales process. There are a number of players in the CRM space, but the two most robust offerings are Dynamics CRM and Salesforce. The key to their success is the ability to automate and customize. This […]