CRM and more; one of the best decisions we made as a business in the past three years is to get “all” of our information into ONE software program. We spent about 6 months researching and trialing systems before we settled on one platform. What we have seen is amazing. Now we have all of our CRM, Sales Management, Order Processing, Activity Management, Financial Information – plus so much more all in one place. This change has made or business so much easier to manage than before. Think of it- real time sales data the moment it is sold rather than managing from “guessing” or even worse managing from financials you get 30 days later.
When I’m asked what is the one thing that makes us successful- I answer with this…. Having one system and using it diligently daily.
Oh yea- we also extended this platform out to our BlackBerries so no matter where we are we all have the information we need to win.