A Customer Relationship Management (CRM) application is one of the best investments that you can make for your small or medium business. A CRM helps you deal with the vital task of managing contacts, partners, and vendors so you can make sure you're on top of all your business relationships at all times. With a CRM, all your contacts, emails, events, projects, tasks and sales opportunities are organized in a central place so everyone in your business has the most current information at their fingertips. This means your employees can be more efficient and productive, can bring in new customers and also stop your existing customers from going to your competition. Choosing the correct CRM for your business is key — because as they say 'The best CRM is the one that is used.'
This ebook from Insightly includes key things to think about when researching a CRM for your company such as goals and objectives, internal and external processes, and integrations with other applications.