Over the years, we have worked with many great clients in the areas of CRM. We have compiled this guide to help those with questions.
Raise your hand if you've ever used an Excel spreadsheet to keep track of your new business program.
Although we do love spreadsheets, we know that approach won't keep you afloat for long. In this day and age, using a customer relationship management tool (CRM) effectively can be instrumental in helping your business grow.
In this guide, you'll learn how agencies benefit from using a CRM, what questions to ask when looking into tools, and the features to look for in a solution. We hope this ebook helps you think about ways to create a sustainable new business platform for your agency.
