As the world moves deeper into a technological space working faster and more efficient, how are you keeping up?
Although file cabinets filled with old client data and Excel spreadsheets may have worked at one time or another, this system has proven to slow business down drastically, losing you money. Customer relationship management (CRM) tools, on the other hand, are built with the intention to keep track of all those client records.
These client records can range from basic client information including contact information, birthdates, or household information, to detailed client account information and values. A CRM can also be web-based, while some are actual software that gets installed on your computer.